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Plug

Shout Out: For shareholders of Karur Vysya Bank Ltd

A shout out for existing shareholders of Karur Vysya Bank Ltd.

Any shareholder wishing to renounce their rights in the rights issue of Karur Vysya Bank Ltd,please email me at Alpha Ideas.

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Links

Linkfest: October 23, 2017

Some stuff I am reading today morning:

GST rate structure needs complete overhauling (Mint)

Mutual Funds pump $12 Billion into Equities (BL)

How Cyrus Mistry was fired as Tata Chairman (Nirmalya Kumar)

Mohnish Pabrai is betting on realty stocks (RJ)

Some of our investing mistakes (Altais)

How we caught and dropped a 5 Bagger (Jatin Khemani)

Dalal Street: Surreal Expectations (OB)

The dangers of holding onto great stocks (Gannon)

When does a bubble become a bubble? (Pension Partners)

The Theory of Maybes (Morgan Housel)

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AlphaIdeas

Happy Diwali !!

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Excerpts

Sanwaria Consumer: Name Change = MarketCap Change

Hat Tip: Nooresh

Source: Exchange Filings of Sanwaria Consumer

 

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Excerpts

Is Bharti Airtel a Anari ?

Source: Kotak Research

This reminds me of Raj Kapoor’s old Classic:

Sab kuchh sikha hamane

Na sikhi hoshiyaari

Sach hai duniyaawaalon

Ke ham hain Anari

Translated

I learnt everything

But didn’t learn cleverness

Its true people

I am a fool