Author: Raoji

Categories
Links

Linkfest:November 13,2015

Some stuff I am reading today morning:

Interview of Raamdeo Agarwal (MoneyControl)

HSBC:India Valuations is pricey (Bloomberg)

ICICI Research:Sell Bank of India (MyIris)

How MFs can take the ecommerce route (VRO)

Do people want to be fooled? (Irrelevant Investor)

A history of insane art prices (Digg)

Market timing is back (Institutional Investor)

America’s factories are in a recession (Bill Bonner)

Whitney Tilson’s presentation on Berkshire Hathaway (BI)

Ackman Vs Berkshire-Whose holdings are more immoral? (WSJ)

Categories
Plug

Pre IPO Opportunity in the shares of NSE

National Stock Exchange (NSE) is India’s premier stock exchange with having a monopoly position in the Index and Equities Derivatives Segment.

A large block of shares of NSE are on offer for institutional investors (Ticket Size > 20 Crores)

For those interested,please email me at Alpha Ideas.

Categories
Links

Linkfest:November 12,2015

Some stuff I am reading today morning:

Alibaba racks up $5 Billion in Sales in 90 minutes (Wired)

RBI Guv urges US Fed to raise rates (FE)

The real reason why Fed is eager to raise interest rates (Quartz)

Who is India’s Warren Buffett? (Subramoney)

Stock Analysis:Emami Ltd (Dr.Vijay Malik)

Valuation metrics in perspective (Swedroe)

Underestimating the power of Compound Interest (Common Sense)

Watch what they do,not what they say (A VC)

AUM Growth is Hedge Fund’s # 1 Goal (CIO)

3 Letters-I P O- can kill your portfolio (DR)

Categories
Chart

Germany’s 2 year yield is now negative

Source:Holger

Germany’s 2y yields hit fresh record low at -0.36%.

Categories
Quotes

Rakesh Jhunjhunwala on Indigo

Air India’s market share is shrinking every year. There are not many planes on order. Indigo is the lowest cost airline.Can you imagine he invested Rs 300 crore, he has taken away Rs 3,500 crore as dividend. The Return on Capital (RoC) is 300 percent.
And if you just make his first quarter’s earnings into four he will earn about just 640 multiplied by 4 is Rs 2,600 crore which is about Rs 80 per share. Rs 80 per share what price is it coming. At 765 it is coming at 10 times earnings and I am very bearish on oil prices. I don’t see them going anywhere in 3-5 years.
So, it is a leader, the industry – one large player is shrinking, others don’t have money, he has got the largest planes on order, he is the lowest cost operator. It is a no brainer–said Rakesh Jhunjhunwala