Categories
Links

Linkfest: 23 July, 2019

Some stuff I am reading today morning:

Indigo Promoters ready for compromise deal (Mint)

Retail Investors raise bets on penny stocks (BS)

On the Brookfield-Jio deal (ET)

The riddle behind Oyo Founder’s $2 Billion Deal (Rediff)

The pathetic performance of Piramal IndiaREIT Fund (Equibot)

SC orders status quo in Essar Steel Case (BL)

Markets shocked by Modi 2.0. But Why? (Debashis Basu)

How Sequoia became India’s largest VC firm (Forbes)

When Scheme Differences are erased (MF Critic)

Small Equity Moves (Subramoney)

Categories
Tweets

Ache Din

Categories
Annual Reports

Uday Kotak’s Warning

Source: Annual Report 2018-19 of Kotak Mahindra Bank

Categories
Links

Linkfest: 22 July, 2019

Some of the stuff I am reading today morning:

30,000 home buyers at a dead end in Noida (ET)

74,000 Cr revival plan for BSNL (FE)

Why are FIIs selling Indian stocks? (Rediff)

Interview with Kunj Bansal (MC)

Aditya Puri’s exit may weigh on HDFC Bank stock (Mint)

Stock Talk: Aster DM Healthcare (Gaurav Parikh)

Oil Prices are a broken barometer for Mideast Tensions (CNBC)

Opposite of Conventional Wisdom (Irrelevant Investor)

Smoke & Mirrors (Demonetized)

How to spot a Unicorn (I3 Invest)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Alpha Ideas 20 20 Meet (AI)

What I learnt on Guru Purnima (AI)

Indiabulls Housing: What a War Chest looks like (AI)

Sintex Plastics: Why our Auditors resigned (AI)

Real State of Indian Equity Markets (AI)

The new Wealth Managers (Subramoney)

Loud & Clear (AI)

How I invest my own money (TRB)

Indian Rooftop solar players shut shop (FE)

On Chief Harakiri Officers (Varadha)