Categories
Links

Linkfest: 13 December, 2019

Some stuff I am reading today morning:

India entering ‘stagflationary phase’ (ET)

Ujjivan Small Finance Bank makes bumper debut (Mint)

Infosys faces class action lawsuit in the US (BS)

On the Indian Asset Management Industry (Old School Finance)

Interview with Ayush Mittal (Aditya Kondawar)

Dubai’s housing market headed for disaster (CNBC)

The Wall Street Bankers who burst Aramco’s bubble (BQ)

Improving the performance of Deep Value Strategies (Larry Swedroe)

Open Letter to HP Inc. Shareholders (Carl Icahn)

It’s madness to set return targets (Seth Klarman)

Categories
Quotes

Scary Times

Categories
Tweets

A Big Chinese Shock

Categories
Sellside Research

One Market, Two Views

Hat Tip : V Gawde

Categories
Links

Linkfest: 12 December, 2019

Some stuff I am reading today morning:

S&P could lower sovereign rating (FE)

What awaits cash starved Yes Bank? (ET)

Nippon Express takes stake in Future Supply (BS)

Inox Leisure stocks looking at the bigger picture (Mint)

No Fed rate hikes in 2020 (CNBC)

Swiggy’s cloud kitchen’s bet pays off (Forbes)

Lessons from T Rowe Price (Rational Walk)

The weakness of various value metrics (Validea)

The Butter Thesis (Nick Grossman)

Ben Graham’s overarching investing lesson (Michael Mauboussin)