Linkfest: 21 June, 2018

Some stuff I am reading today morning:

Bank of Maharashtra CMD is arrested (MC)

Interview with Sunil Singhania (ET)

Interview with Rajeev Thakkar (Morningstar)

Company Profile: Kaveri Seeds (Forbes)

Indian Stock Market Myths (Stallion Asset)

Is Value Investing dead? (Sebastian Mallet)

Diversification and FOMO (Pension Partners)

Theranos Lessons (Morgan Housel)

Investing will be the most popular language (Howard Lindzon)

Howard Mark’s latest memo (OakTree Capital)

Linkfest: 20 June, 2018

Some stuff I am reading today morning:

Emerging Market Contagion goes global (Zero Hedge)

Mumbai drives India’s stock market (Quint)

IPO Review: Fine Organics (BL)

The many challenges facing Sandeep Bakhshi (Rediff)

Stock Talk: Swelect Energy (PerknLife)

Interest rates on PPF will go up (Mint)

My journey of 10 years of Mutual Fund Investing (Free Fincal)

Two Simple Secrets to good ideas (Seth Godin)

The trouble with being a Bear (DR)

Too big to be simple? (Common Sense)

Linkfest: 19 June, 2018

Some stuff I am reading today morning:

Expect sharp global correction by Diwali (Udayan Mukherjee)

ICICI Bank Board finally gets a spine (ET)

Enforcement Directorate arrests Geodesic MD, Chairman (AA)

Lavasa: Billionaire’s folly, Banker’s nightmare (Quint)

Stock Talk: Omax Autos (The Astute Investor)

US-China trade war intensifies (CNBC)

Stock Markets-Holiday Season (Bala)

Sleepy but well-run companies can deliver super human returns (FT)

How I built my fortune (Katusa)

Jeff Bezos is now the world’s richest man (FE)

Linkfest: 18 June, 2018

Some stuff I am reading today morning:

IPO Review: RITES (ET)

A Master Class on India’s Hotel Industry (Lemon Tree Conference Call)

Indigo’s LHLC plans (FE)

Concerns on DMart (BS)

Info Edge’s biggest edge (Forbes)

A Qute option for Indian roads (Rediff)

Sab Bhav Ke Khiladi Hain (Neeraj Batra)

Investor Profile: Manu Bhatia (MC)

Lessons from a momentum fund manager (Morningstar)

The #1 Rule in Investing (Pension Partners)

Linkfest: 15 June, 2018

Some stuff I am reading today morning:

Sector: Hotel Stocks (MC)

Emerging Markets lose favour (Mint)

NSE to list this year (BL)

Carlsberg should pour that IPO now (Quint)

Secret Diary of Deep Kalra (OB)

End of the road for MobiKwik? (ET)

The business of the FIFA World Cup (CNBC)

What lunch with Buffett taught me (Guy Spier)

Your risk tolerance is an illusion (Financial Samurai)

Repeating themes (Morgan Housel)