Category: Links

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Linkfest: August 28, 2017

Some stuff I am reading today morning:

2000 Crores of IPOs in September (Mint)

FPI’s pull $2 Billion out of equities in August (ET)

India’s Big Bad Banks Idea (Bloomberg)

Investors are rushing into MF Equity (BL)

Over analyzing is dangerous (Subramoney)

Latest Investor Letter from Saber Capital (Saber)

Testing profitability of trading rules (Alpha Architect)

Why I hate auto loans (RetireBy40)

Stop frugality from leading to lifestyle deflation (FS)

9 things you should pay top $ for (Art of Manliness)

 

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Links

Weekend Mega Linkfest: August 24, 2017

Some off beat reads for the long weekend:

Rajnikanth’s cult following in Japan (SCMP)

Why Narayan Murthy needs to relearn rules of the Murthy Doctrine (Rama Bijapurkar)

Dateline Xinadu (Outlook)

How the US can pressure Pakistan (Atlantic)

The Triple Talaq Judgement (Irfan Habib)

Drones and UAV swarming (IDR)

How a shadowy Imam created the Barcelona terror cell (NYTimes)

Life in Damascus (Guardian)

Carl Icahn’s failed raid on Washington (New Yorker)

In India, education is just a line in the bio-data (J Murali)

Do owning Holiday Homes make any sense? (Team BHP)

Startup Story: Unocoin- a Bitcoin market place (YS)

Spoof: American soldiers could thrive in Afghanistan (Onion)

Short Story: Twice Born Place (IQ)

How Aamir became fat (Rajeev Masand)

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Links

Linkfest: August 24, 2017

Some stuff I am reading today morning:

Markets entering festive season with skepticism (Quint)

Microcap Investing: How even astute investors can get cheated (MoneyLife)

PSU Bank Mergers: Putting lipstick on a pig (Mint)

MFI’s loan portfolio increases 26% (FE)

Survival strategies for brokerage firms (ET)

Who does Narayana Murthy speak for? (IIAS Advisory)

How to get rich with alternative investments (Common Sense)

Change the portfolio, or change the investor (Daniel Egan)

When there is blood in the streets (Of Dollars and Data)

Rejection and the four paths (Seth Godin)

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Links

Linkfest : August 23, 2017

Some stuff I am reading today morning:

Caution for Birla MF Investors (MF Critic)

Walk away, Mr. Murthy (Omkar Goswami)

Record reserves turn costly for RBI (Bloomberg)

Bandhan Bank prepares for IPO (Mint)

IPO Review: Apex Frozen Foods (S P Tulsian)

Stock Talk: Wonderla Holidays (Ravichand)

Brokerage stocks zoom (BL)

Are Large Cap Funds losing sheen? (Vipin Khandelwal)

Research: A half century of macro momentum (AQR)

Instructive: A 2005 Article on Pharma Kids (BL)

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Links

Linkfest: August 22, 2017

Some stuff I am reading today morning:

BSE to delist 200 companies (ET)

Around 100 brokers under lens for helping shell companies (Mint)

The men and boys of Indian Banking (Tamal)

IPOs : A Game Changer for Insurance Industry (BL)

Management Meet: Shakti Pumps (Amit Jeswani)

The rise and fall of Bhushan Steel (HT)

Infosys fight isn’t a Tata redux (Andy)

Markets are losing their patience with Trump (Bloomberg)

Buffett’s deal making woes continue (FE)

Managing sequence of return risk (Common Sense)