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AlphaIdeas

Merry Xmas

Hat Tip: Kiran Mazumdar Shaw

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Links

Linkfest: 25 December, 2018

Wishing readers a Very Merry XMas.

Some stuff I am reading today morning:

Oil Prices crash (Mint)

US stocks enter bear market territory (CNBC)

Single GST rate in the works (BS)

Hindustan Unilever slapped 380 Cr fine (FE)

Company Profile: GNA Axles (MC)

Why PIMCO is most bullish on Indian bonds in 2019 (BQ)

The 2018 Professional Stock Pickers Report Card (Calm Investor)

High Yield Credit Spread Blowout (Macro Tourist)

Investing in Shares Vs Real Estate (Charlie Munger)

Fear Not (RPSeawright)

Categories
Plug

Pre IPO : HDB Financial Services Ltd

HDB Financial Services is the Financial Services arm of HDFC Bank.

It’s latest Annual Report 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

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Humor NBFCs

NBFCs : 2017 Vs 2018

2017
2018
Categories
Observations

Mohnish Pabrai : Khaaye, Piye, Khiske

Hat Tip : Meet Shah

On 21st December,2018 Healthcare Global Enterprises made the following disclosure to the Stock Exchanges:

What is interesting is that immediately the day after the meeting, Pabrai Funds sold substantial amounts of the stock