Categories
Links

Linkfest:May 15,2015

Some stuff I am reading today morning:

Select mid-caps bear the brunt of markets sell-off (Mint)

Observations after 36 years of investing (Subramoney)

Another real estate trick of builders used to screw buyers (FirstPost)

Reliance turns to China to create cheap mobile phone revolution (Firstpost)

HDFC Sec Research Report: Emami Ltd (MyIris)

Killing the myth about how hedge funds generate alpha (Integrity Research)

Financial value of art is as intangible as Mona Lisa’s smile (FT)

Buffett on how he keeps up with information (Farnam Street)

The Escort Indicator shows Wall Street is booming (CNBC)

The plot to kill Dr.Subramaniam Swamy (SwamyArticles)

 

Categories
InvestorPresentations

RBL Bank announces results for FY2014-15

(Disclosure:I am market making in the shares of RBL Bank)

[gview file=”https://alphaideas.in/wp-content/uploads/2015/05/RBLBankFinancialResults14-15.pdf”]

Categories
GuestPost

How much money can you make for me?

The guest post below has been written by Sandeep Dixit of Nestegg Capital. Sandeep has many years of experience in the Indian Capital Markets.He  was closely involved with managing Alliance Bernstein’s India Growth Fund and was the Head of Research for Deutsche Equities.

[gview file=”https://alphaideas.in/wp-content/uploads/2015/05/RM-How-much-money-can-you-make.pdf”]

Categories
Cartoon

Chinese Markets Explained

Categories
Links

Linkfest: May 14,2015

Some stuff I am reading today morning:

Housing.com CEO gifts his personal shares worth Rs.150-200 Cr to staff (BS)

SEBI takes the axe to  ESOPs  (ET)

Profile: Chitra Ramakrishna (Mint)

Nifty has not kept up pace with inflation since 2008 (Capital Mind)

Maran’s media empire faces bleak future (Firstpost)

Pantaloons: Changing with the times (Outlook Business)

Research:Understanding the Total Portfolio approach (Orcam)

Index funds killed the Mutual Fund star (Market Watch)

Liquidity Risk: Same as it ever was (Common Sense)

Japan’s Third Lost Decade (Daily Reckoning)