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Links

Linkfest: 12 March, 2019

Some stuff I am reading today morning:

OFS in HDFC Life (BS)

IPO Review: MSTC (S&B)

What went wrong with Arvind Fashions’ listing price? (ET)

Ruia’s desperate bid to stop Arcelor Mittal (Mint)

Returns are never linear in the Market (Dr C K Narayan)

On Retirement Planning (Bala)

On using the Securities Lending & Borrowing Platform (Ventura)

A Simple Trend Model for Equities (Market Fox)

What happens after you win? (Irrelevant Investor)

The Bull Market’s greatest feat? Sowing Doubt (NY Times)

Categories
Links

Linkfest: 11 March, 2019

Some stuff I am reading today morning:

Lok Sabha Election Dates announced (FE)

Pre-Poll election rally likely (ET)

How the Roads Sector will look like after Elections 2019 (Mint)

Trader Profile: Vivek Gadodia (MC)

Promoter Profile: Vinati Saraf Mutreja (Forbes)

Stock Analysis: HEG Ltd (Dr Vijay Malik)

United Spirits does a Marie Kondo (Big Investor)

Why health insurance is a scam in India (Vijay Pahwa)

Research: Sector Business Cycle Analysis (Alpha Architect)

The key to Good Luck (Get Pocket)

Categories
Links

Linkfest: 07 March, 2019

Some stuff I am reading today morning:

Job crisis in India (ET)

Strange happenings at Odisha Cement Ltd (Deepak Shenoy)

DHFL surges after clean chit by independent auditors (BS)

PIL seeks scrapping of Tata Steel’s iron ore mining rights in Odisha (Mint)

Delhivery joins Unicorn Club (Fortune)

Why does RBL Bank look attractive to investors? (Ventura)

Asset allocation is the problem, not alpha (Subramoney)

Just say No to acquisitions (Aswath Damodaran)

The Wrong Focus (Pension Partners)

The ‘Money Person’ in a relationship (NY Times)

Categories
Links

Linkfest: 06 March, 2019

Some stuff I am reading today morning:

Mid, small caps see big surge (BS)

FOMO playing out in small and mid-cap stocks (ET)

L&T Infotech close to acquiring Mindtree stake (FE)

Company Talk : Crompton Greaves Consumer (MC)

Threat of electric vehicles looms for Indraprastha Gas (Mint)

Value Investing: Quality & Regret (Subramoney)

Can Ola Electric Mobility make it big? (Fortune)

Interview with Joel Greenblatt (AM)

No laws, only tendencies (Of $ and Data)

How Bitcoin saved my family (Carlos Hernandez)

Categories
Links

Linkfest: 05 March, 2019

Some stuff I am reading today morning:

Trump comes after India (BS)

Tata Sons restructures Group into 10 verticals (MC)

Tata Motors mulls selling stake in JLR (ET)

25 of Jet’s planes are grounded now (FE)

IL&FS forensic audit reveals several irregularities (BL)

Improving Investing Acumen (Abhishek Basumallick)

Not Caring (Morgan Housel)

An investment approach that works (Farnam Street)

Numbers are not reality (Irrelevant Investor)

Is Warren Buffett just mailing it in? (Institutional Investor)