Categories
Links

Linkfest: November 15, 2019

Some stuff I am reading today morning:

Voda Idea posts biggest quarterly loss in India’s history (BS)

Airtel flags ‘going concern’ risk after Q2 loss (ET)

Adani buys 23.5% stake in Mumbai Airport (Mint)

Inside Cognizant India (Forbes)

HSBC India named in FIR for defrauding senior citizens (Money Life)

Investing into 54EC Bonds (BW)

Don’t own a company if you have to closely follow it (Buffett)

Value has never been this cheap Vs Momentum (Barry)

Cash Back (Humble Dollar)

Trends that matter in Asset Management (Common Sense)

Categories
Observations

Share of Market Cap

Source: ICICI Pru AMC
Categories
Chart NBFCs

NBFCs: Separating the Men from the Boys

Categories
Links

Linkfest: 14 November, 2019

Some stuff I am reading today morning:

Birlas may let Voda Idea go insolvent (ET)

No relief to Telcos (FE)

Burden of dividend tax may shift to individuals (BS)

Retail inflation rises (Mint)

Stock Talk: Tata Motors (Morningstar)

Railways record lowest freight loading since 2010 (BL)

Interview with Bill Nygren (AM)

HNI- The stupid investor (Subramoney)

The pay is too damn high (Irrelevant Investor)

The Opportunity Portfolio (Bonafide Wealth)

Categories
Infographics

New Paradigms of the 2020s