Categories
Sellside Research

Balaji Amines: Bleak But Bullish

Categories
Links

Linkfest: 12 July, 2019

Some stuff I am reading today morning:

Gold price hit all time high in India (FE)

Did Indigo mislead investors? (Mint)

Adani’s new ‘big money maker’ plan (BS)

KPR Mills cancels buyback (ET)

FDI Cap in Insurance Companies likely to be 74% (MC)

Company Profile: Team Lease (OB)

Interview with Bhushan Kumar, T Series (BT)

How to find opportunities in Micro Caps (AM)

Interview with Michael Maubooussin (Farnam Street)

Is your information any useful? (TRB)

Categories
Excerpts

Neelkanth Mishra : Where to Hide

Source: Interview of Neelkanth Mishra, Credit Suisse in Mint Newspaper
Categories
MegaTrends

Mega Trend: Railways Electrification

Source: Axis Research on RITES
Categories
Links

Linkfest: 11 July, 2019

Some stuff I am reading today morning:

No rollback on surcharge on FPI trusts (BS)

Indigo shareholder pact to be checked by Govt (Mint)

If it moves, tax it (Andy Mukherjee)

The Damocles Sword of public float (Ventura)

The Ultimate Hypocrite: Robert Kiyosaki (College Investor)

Govt identifies ONGC,NTPC, GAIL for giving up direct control (BT)

The five principles of good capital allocation (Michael Mauboussin)

Going the Distance (Guy Vidra)

Disney won the movie business. Now what? (Buzz Feed)

Business Model Innovation (A VC)