Categories
Links

Linkfest: 28 August, 2019

Some stuff I am reading today morning:

Govt starts process of disinvestment in PSUs (MC)

Cabinet may ease norms in retail, insurance today (BS)

Another price war by Reliance Jio (ET)

Gold ETFs not popular (FE)

Troubles at Vodafone Idea (Mint)

Micro Finance Sector to grow 22% in FY20 (BT)

Stock Analysis: Datamatics (Dr Vijay Malik)

Company Profile: DMart (OB)

The US is about to flood the oil market (CNBC)

The 3 buckets of micro cap investing (Ian Cassel)

Categories
FMCG

Snapshot: Growth Prospects of India FMCG

Source: Investor Presentation of Hindustan Foods Ltd

Categories
Excerpts

Disruption in QSR

Source: Brad Slingerland

Categories
Excerpts

Buffett’s Silent Warning

Categories
Links

Linkfest: 27 August, 2019

Some stuff I am reading today morning:

Govt gets windfall gain from RBI (ET)

Centre’s unpaid bills to FCI touches 2 Lakh Crores (FE)

All eyes on Indigo AGM today (BS)

Steel makers are in a tough spot (Mint)

Company Profile: Berger Paints (OB)

Stock Analysis: Ashok Leyland (Dinesh Sairam)

How SpotOn Logistics turned around (Forbes)

Mistakes investors should avoid with brokers (Rediff)

The successful one stock portfolio (AM)

Buffett’s philisophy still speaks volumes (Yahoo)