Categories
Links

Linkfest: September 14,2017

Some stuff I am reading today morning:

SBI Life: India’s first Billion $ IPO in 7 years (ET)

Indian Economy: That 2002 Feeling (Mint)

Stock Talk: Ganesh Benzo (Varadha)

My investment rules (Subramoney)

Discounting Hope (Rohit Chauhan)

Jamie Dimon: Bitcoin is a fraud (CNBC)

Jagdeep Bacher: The man in charge of UCal’s $110 Billion Fund (BB)

The existential Value Investor (Market Fox)

In private equity, illiquidity is a feature, not a bug (AR)

Julian Robertson: There’s a bubble (Zero Hedge)

Categories
AGM

Sign at Venky’s AGM

Hat Tip: Jiten Parmar

Sign at Venky’s AGM held on 11 September, 2017

Categories
Chart

Chart: Nifty EPS Growth

Source: CLSA Research

Categories
Tweets

Why the market is overvalued

Categories
Links

Linkfest: September 13, 2017

Some stuff I am reading today morning:

BSE Market Capitalization touches all time high (Mint)

Deepak Parekh Ko Gussa Kyon Aaya (Money Life)

How one woman is trying to stop a $ 10 Billion Theft (Quint)

Move to tax buybacks as capital gains (BL)

Making a quick buck in the market (Bala)

Thoughts on the ICICI Lombard IPO (Amit Jeswani)

Electric cars reach a tipping point (Gadfly)

What are “investors” in ICOs smoking? (Macro Tourist)

Four important trading insights (Trader Feed)

Seven Thoughts about your investment strategy (Humble Dollar)