Categories
Links

Linkfest: 10 April, 2019

Some stuff I am reading today morning:

Vodafone Idea’s 25,000 Cr Rights issue opens today (FE)

Mukesh Ambani’s real estate plans (ET)

Why Ola turned down a $ 11 Billion deal with Softbank (BL)

22 Companies to watch out for (Morgan Stanley)

India is winning (Monika Halan)

The story of Astral Pipes (Forbes)

Company In Focus: Bharti Airtel (OB)

Four Observations (Seth Klarman)

How to use ‘Reverse Market Cap’ to generate excess returns (AM)

How Good Science can weed out Bad Managers (Institutional Investor)

Categories
Plug

Pre IPO : Hero Fincorp

Hero Fincorp,belonging to the Hero Group, is one of India’s fastest growing NBFCs

Pedigreed PE investors like ChrysCap and Credit Suissee have invested in the Co.

It’s Financial Results can be downloaded from here

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

Categories
Observations

Bad Promise

Categories
Annual Reports

HDFC AMC : The Beginnings

Source: Annual Report FY2000 of HDFC AMC Ltd
Categories
Links

Linkfest: 09 April, 2019

Some stuff I am reading today morning:

Mallya’s plea against extradition rejected (Mint)

How Mukesh Ambani will take on Amazon in India (ET)

Ericsson may have to return 550 Cr (BS)

Making sense of investing (Rajashekar Iyer)

Stock Talk: Hercules Hoists Ltd (Oscillations)

Index Funds Vs Active Investing (Bala)

Mutual Fund Costs & TER (Subramoney)

How to be a Fortunate Investor (Safal Niveshak)

Jamie Dimon’s Letter to Shareholders (J P Morgan)

A man and his signals (TRB)