We have a special treat today. Kimi has written a guest post for us.
Kimi or Krishnaraj Venkataraman is based out of Bangalore and he would welcome comments, especially if you think he has made an error, at krishnaraj.v@kimiandpartners.in
[gview file=”https://alphaideas.in/wp-content/uploads/2016/03/The-valuation-is-worsening_final-1.pdf”]
Interesting to know that:
1. Nilesh Shah,MD Kotak Mahindra Mutual Fund has been investing in PPF for atleast 15 years
2.He has so much $ that he does not keep track when minor cheques are not deposited.
Deposited Cheque in PPF account on 2/8/15. Got it back on 28/3/2016 with a scribble matured on 1/4/15. What fantastic service 🙂
— Nilesh Shah (@NileshShah68) March 28, 2016
Some stuff I am reading today morning:
How FIIs outsmart domestic investors (BS)
Digital banking in a digital India (Aditya Puri)
Modi rebuts economists who doubt India’s growth (Bloomberg)
Mutual Funds log first outflow in 21 months (Money Control)
John Abraham: The Value Investor (Mint)
Thoughts on Anil Ambani’s Reliance Group (Gaurav)
Is your financial advisor lazy? (Prashanth)
Behind the scenes look at Buffett’s investment process (Vintage Value)
How investment bankers screw their clients (Pro Market)
Why investors should combine Value and Momentum (AA)
I envy technical experts… change views every hour, always be right and have thousands of followers. Poor fundamental guys like me 🙁
— Sunil Singhania (@SunilBSinghania) March 2, 2016
Source:Contrarian EPS
