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
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)

Categories
Links

Linkfest: 10 July, 2019

Some stuff I am reading today morning:

Public spat between Indigo owners turns ugly (FE)

Q1 Revenue Growth slowest in 12 years (Money Life)

40% of FPIs hit by new surcharge (Mint)

Indian Rupee INR staring at a new threat (ET)

When Walmart got a $ 10 Billion Phone Pe Surprise (BS)

More banks likely to be singed by Bhushan Power fraud (MC)

Trump says Indian tariffs are unacceptable (Reuters)

RInfra staring at legal hurdles over property (Rediff)

5 Takeaways from TCS results (BT)

Inseparable Pairs (Morgan Housel)

Categories
Links

Linkfest: 09 July, 2019

Some stuff I am reading today morning:

FPI surcharge makes the markets see red (BS)

The Budget is at best a hogwash (Vijay Kedia)

TRAI refuses to review 3,050 Cr fine on telcos (FE)

RBI Inspection Reports on SBI reveal ever greening (Money Life)

Catholic Syrian Bank set to file for IPO (Mint)

Company Profile: HG Infra (OB)

Why Rukhshad Shroff is betting on private sector banks (Morningstar)

Investors confused with Mirae AMC (The MF Guy)

Real Estate is a hedge against many bad things in life (Financial Samurai)

My 50% loss (Behavioral Value Investor)

Categories
Links

Linkfest: 08 July, 2019

Some stuff I am reading today morning:

Budget 2019 in 10 charts (Mint)

Most FPIs stare at 14.25% peak LTCG (BL)

Fudget 2019 (Bala)

Deutsche Bank to cut 18,000 jobs (CNBC)

Zee may have found a Buyer (ET)

Govt may raise $ 10 Billion from overseas (FE)

How India’s middle class is rescuing Thai Tourism (BS)

Investing for a new Cold War (Evergreen Gavekal)

Use your Edge (MicrocCap Club)

Serendipity – Walmart & Ikea (Amit Arora)