Categories
Links

Linkfest: 27 March, 2019

Some stuff I am reading today morning:

Apple launches Credit Cards (The Verge)

Brother of all bailouts (ET)

Mindtree set for L&T takeover (Mint)

GIC likely to take stake in GMR Airports (ET)

India seeks bids for $5 Billion in transmission lines (Reuters)

Future of Mutual Fund Industry (Subramoney)

On the Yield Curve (Macro Tourist)

Stop giving investment advice (Craig Shapiro)

How concentration affects portfolio performance (Irrelevant Investor)

On Generational Buying Opportunity (Bonafide Wealth)

Categories
MegaTrends

Mega Trend: India Life Insurance Policies

Categories
Exchange Filings

Kwality Ltd: 1276 Cr of Doubtful Sales

Hat Tip: Varinder Bansal

Source: Exchange Filings of Kwality Ltd
Categories
Observations

Rail Vikas IPO: Contingent Liabilities Locha

Amusing to see that the Contingent Liabilities of the Company is more or less equal to the potential market cap of the Company

Source: DRHP of Rail Vikas Nigam Ltd
Categories
Links

Linkfest: 26 March, 2019

Some stuff I am reading today morning:

Naresh Goyal quits Jet (BS)

Tyre Companies could see re-rating (ET)

Motherson Sumi: The Secret (Fortune)

Delhivery: India’s first unicorn in Ecomm logistics (FE)

The Art of the Sale (Viraj Mehta)

Stressed Company Shares-Invest? (Bala)

Potential Wealth Creators (Safal Niveshak)

Twin Momentum- Combination of Fundamentals & Price (Validea)

How often is it a Stock Picker’s Market? (Common Sense)

On Election Tourism (Reuters)