Categories
Links

Linkfest: 27 November, 2018

Some stuff I am reading today morning:

Centre to infuse 42,000 Cr in PSU Banks (ET)

Indian stocks still expensive (Mint)

Interview with Ajit Ranade (Morningstar)

Company Profile: Bajaj Finance (Forbes)

What Indian Unicorn Founders earn (BQ)

Bajaj Auto to launch quadricycle (Rediff)

NIIT Tech founders may sell out (FC)

Bitcoin is down more than 80% (CNBC)

Secret Diary of Vineet Nayar (OB)

Why bother forecasting cash flows? (Intrinsic Investing)

Categories
Sellside Research

What If…

Source: CLSA Research

Categories
SME

Different Company, Same Excuse

Servers crashing have become the favourite excuse for companies not filing their financials on time.

Source: Exchange Filings of Debock Sales & Marketing Ltd

Categories
SME

Investor Pespectives on SME Investing

Had the honor to present on SME Investing at the Intelligent Investor Forum.


My presentation:

[gview file=”https://alphaideas.in/wp-content/uploads/2018/11/SMEInvesting.pdf”]

Categories
Links

Linkfest: 26 November, 2018

Some stuff I am reading today morning:

Shocker at Yes Bank (Andy Mukherjee)

JSW Energy to set up e-Car plant (ET)

IT Department sells Cairn shares to recover dues (BS)

Penny stock entities under taxman’s lens (BL)

Liquidity is getting tight in Asia (BQ)

Did Naresh Goyal scupper the Tatas? (Rediff)

Stock Analysis: Motherson Sumi Systems (VIM)

What to look for in an annual report (Jana)

A View on Valuations (Stallion Asset)

The critical consequences of Culture (Insead)