Categories
Links

Linkfest: October 26, 2017

Some stuff I am reading today morning:

PSU Bank bears get short squeezed (BL)

The Bond Market is the loser in the Govt’s recap plan (Mint)

The ambitious Bharatmala project (FE)

Insurance firms continue to disappoint (BS)

25 Years on,Indian Telephony at crossroads (Rajeev Chandrasekhar)

RCom to shut it’s 2G wireless business (ET)

Reliance Nippon Asset Management IPO (Subramoney)

The Bitcoin Boom (Aswath Damodaran)

Value Investing-Some Suggestions (Market Fox)

A funds flow theory for value & momentum investing (AA)

Categories
Observations

Ambanis: All in the Family

This news article about RCom shutting down it’s 2G wireless business has led me to observe that the Ambanis are a remarkable family.

Brahma: The Creator

Vishnu: The Preserver

Shiva:The Destroyer

Categories
Tweets

Big Investors,Small Stocks

Categories
Chart

IMF: Acche Din Aane Wale Hain

Source: Ministry of Finance,Govt of India Presentation

Categories
Links

Linkfest: October 25, 2017

Some stuff I am reading today morning:

The presentation which is shaking the markets (Ministry of Finance)

GIC Re to list today (BL)

So Vishal Sikka was right after all (MC)

Infosys Board exposes the pettiness of Narayan Murthy (ET)

The Last Minute AGMs (IIAS)

What the charts don’t tell you (Common Sense)

Momentum investing has a place in portfolios (Ben Carlson)

What’s a star analyst really worth? (Bloomberg)

Bitcoin as a way to short things (Prof Varma)

How monetary policy caused China’s 100 years of humiliation (SCMP)