Category: Links

Some stuff I am reading today morning:

India’s successful Anti- Satellite Missile Test (CNBC)

How HDB Financial Services can add to HDFC Bank’s rally (MC)

April 1 India enters uncharted tax territory (ET)

Why V. G. Siddhartha went with L&T (Mint)

Be careful of moats (Abhishek Basumallick)

Unsuccessful Investors are dominated by emotion (Seth Klarman)

Multiples are not Valuations (Irrelevant Investor)

Do Lok Sabha elections influence Stock Market returns? (Free Fincal)

Turkey: Just try to get your money out (Climateer)

Meet the Billionaire who defied Amazon (Forbes)

Some stuff I am reading today morning:

Apple launches Credit Cards (The Verge)

Brother of all bailouts (ET)

Mindtree set for L&T takeover (Mint)

GIC likely to take stake in GMR Airports (ET)

India seeks bids for $5 Billion in transmission lines (Reuters)

Future of Mutual Fund Industry (Subramoney)

On the Yield Curve (Macro Tourist)

Stop giving investment advice (Craig Shapiro)

How concentration affects portfolio performance (Irrelevant Investor)

On Generational Buying Opportunity (Bonafide Wealth)

Some stuff I am reading today morning:

Naresh Goyal quits Jet (BS)

Tyre Companies could see re-rating (ET)

Motherson Sumi: The Secret (Fortune)

Delhivery: India’s first unicorn in Ecomm logistics (FE)

The Art of the Sale (Viraj Mehta)

Stressed Company Shares-Invest? (Bala)

Potential Wealth Creators (Safal Niveshak)

Twin Momentum- Combination of Fundamentals & Price (Validea)

How often is it a Stock Picker’s Market? (Common Sense)

On Election Tourism (Reuters)

Some stuff I am reading today morning:

How REITs are bringing hope to realty sector (ET)

India’s new power capacity falls to two decade low (FE)

The ‘Das Put’ (Mint)

Aarti Drugs Buyback (MC)

How India’s crony capitalist edifice is creaking (BS)

Value Investing- The Indian Challenge (Saurabh Mukherjea)

Stock Analysis: VIP Industries (VIM)

Inside the Kingdee Bubble (David Webb)

Buying is easy, Selling is hard (Bloomberg)

In Defense of Complexity (Phil Huber)