Categories
Links

Linkfest: 15 January, 2019

Some stuff I am reading today morning:

Brexit Vote today (CNBC)

Is the RBI rate cut coming? (Mint)

Wipro to consider issuing bonus shares (BQ)

2 Wheelers are driving India’s vehicle electrification goals (Reuters)

Bandhan for Gruh (Bala)

Growth trumps Value (Dr. C K Narayan)

Stock Analysis: Navkar Corporation (Dr Vijay Malik)

The most common SIP mistake (Dhirendra Kumar)

Seoul bears bad news for the globe (William Pesek)

Charlie Munger on Gold (AM)

Categories
Plug

Pre IPO : Merino Industries

Merino Industries is India’s largest laminates brand.

It’s  latest Annual Report can be obtained from here.

It’s Corporate Video can be viewed from here.

The Interview of the Management with CNBC can be viewed from here.

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

For those interested,please email me at Alpha Ideas

Categories
Exchange Filings

J&K Bank : Future Profit > Current Market Cap?

Hat Tip: J Kalra

Source: Exchange Filings of Jammu & Kashmir Bank Ltd

Categories
Excerpts

Direction Not Size

Hat Tip: Bluegrass Capital

-WCM Investment Management
Categories
Links

Linkfest: 14 January, 2019

Some stuff I am reading today morning:

Modi’s cash transfer plan (FE)

Income Tax Relief on the way (FC)

LIC’s market share falls below 70% (ET)

Can Bajaj Auto recoup it’s former glory (Ventura)

The dangers of high mutual fund inflows (Mint)

RBI warns of NPAs in Mudra loans (BS)

Stock Caps in Index Funds (MF Critic)

Interview with Jack Schwager (MC)

Talk by Rajiv Khanna (You Tube)

Cause or Effect? (A VC)