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Vijay Mallya’s Offer
Author: Raoji
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Linkfest: 05 December, 2018
Some stuff I am reading today morning:
US Stocks Crash (CNBC)
The massive fraud at IL&FS (MC)
S&P cuts Tata Motors rating (Mint)
Why R Chandrashekhar quit Yes Bank Board (BQ)
Why Kumarmangalam Birla is the King of India’s cement sector (Rediff)
Secret Diary of Abhinay Choudhari (OB)
Letter to investors (Basant Maheshwari)
Buffett on scuttlebutt (Janav)
Seth Klarman’s latest speech at Havard (HBS)
“Death Cross” means “Loser” (PAL)
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What a Bull Run looks like
# of times Chemical Cos have gone up in price in last 5 yrs:
Aarti: 16.13 times
Aksharchem: 4.25 times
Atul: 8.37 times
Bhageria: 22.83 times
Bodal: 10.18 times
Deepak N: 8.56 times
Kiri: 8.06 times
NOCIL: 12.07 times
Sadhana: 96.02 times
Sudarshan : 8.6 times
Vinati: 8.58 times— alphaideas (@alphaideas) December 3, 2018
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Low P/Es….Markets Knoweth Why
The P/E ratio of Prakash Industries have been very low for sometime
Source: Screener
Maybe the markets expected this.
ED attaches under PMLA movable & immovable properties worth ₹117 Crores of M/s Prakash Industries in #CoalBlock allocation case.
— ED (@dir_ed) December 4, 2018