Category: Links

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Linkfest: 20 August,2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Tasty Bites Eatables (Rishi Maheshwari)

Alpha Ideas 20 20 Presentation: Greaves Cotton (Aveek Mitra)

What the new tax code in India may look like (ET)

Is it a good time to buy bank stocks? (BS)

Warren Buffett is buying bank stocks (NYTimes)

Lenders angry with Liberty House (Mint)

The lost art of delayed gratification (Morningstar)

Small Cap Investing (Amit Jeswani)

Who has the most impressive investment track record? (CS)

The long engagement (A VC)

Categories
Links

Linkfest: 19 August, 2019

Some stuff I am reading today morning:

Coffee Day may restart stake sale to Coca Cola (ET)

M&M lays off 1500 temporary workers (BS)

Zomato Vs Restaurant Owners (MC)

Stock Talk: Tata Motors (Morningstar)

Road Developers in the dock (Mint)

Vedanta enters the steel industry (FE)

Modi Govt is a socialist like Indira Gandhi’s (Rediff)

How to show trading & FnO income in tax returns (BL)

An Investment thesis for the 20-20s (Louis Vincent Gave)

A guide to investing from the richest family on the planet (BQ)

Categories
Links

Weekend Mega Linkfest: 16 August, 2019

Some off beat reads for the weekend:

The Battle for Hong Kong (Time)

Tax Jihadism in India (Rediff)

Why Modi’s Kashmir move is widely supported in India (Ashok Malik)

The final betrayal of Kashmir (Prem Shankar Jha)

The myth of Eurabia (Guardian)

3 Years of misery inside Google (Wired)

Dirty tricks in selling cars (Team BHP)

How Tagore used Rakhi to fight the British (BI)

How a Russian pioneered Bengali theatre (Quartz)

On Upper Berths (J Mathrubootham)

A Complete Guide to North East India (Parnashree Devi)

On Veer Savarkar (Open)

Raavan Dairy (Amish Tripathi)

Tirumala Nayaka, Ruler of Madurai (Mint)

Mahabaleshwar: More than strawberries (LHI)

Categories
Links

Linkfest: 16 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: GE Power (Jatin Khemani)

$38 Billion fraud at GE (BBC)

Inner Wear sales reveals a slowdown (ET)

Central Govt looking to discipline discoms (Mint)

Interview with Radhika Gupta (Morningstar)

Customers defer old gold sales (Rediff)

Buffett’s views on media businesses (Dhruv Pandey)

The seduction of above average (Nick Maggiulli)

Bonds are frickin’ expensive (Cliff Asness)

The best metric in investing is… (AM)

Categories
Links

Linkfest: 14 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20-20 Presentation: Indigrid (Sunil Shah)

15 ways to define India’s slowdown (Mint)

Reliance Capital to file 10,000 Cr defamation suit againg PWC (ET)

Interview with Rakesh Jhunjhunwala (MC)

Why Mukesh Ambani’s actions could be bad for the economy (BS)

Sale of residential properties hit (Rediff)

Govt moving on 7th Pay Commission (BT)

Death of Equities: 40th Anniversary (Barry)

The Investor’s Misery Index (Warren Buffett)

Innovation is guts plus generosity (Seth Godin)