Category: Links

Some stuff I am reading today morning:

Effect of BJP’s win on the markets (BL)

UTI AMC close to IPO (Mint)

Stay away from CL Educate IPO (MyInvestmentIdeas)

Lessons from Raymond Vs Bharat Patel fracas (MoneyLife)

How the Bangurs of Shree Cement salvaged a legacy (Forbes)

ShopClues’s Agarwal Vs Agarwal  (ET)

Trump’s Trade Hammer (Bloomberg)

Markets defy Finance theory on Fed Hikes (Ben Carlson)

Why Good (Bad) Companies can be Bad (Good) investments (Aswath Damodaran)

Does past success change future returns? (Ivanhoff)

Some stuff I am reading today morning:

Notes from DMart’s Prospectus (2Point2Capital)

How to take advantage of ‘March Phenomenon” of Mutual Funds (FE)

Is the IPO market delinked from the secondary market? (BL)

Video: GST will halt economy for 3 months (CNBC)

Auction looms over debt laden GVK group (ET)

Did Taurus MF conceal the BILT downgrades? (MF Critic)

Is mindless investing dangerous? (Subramoney)

Does Buffett not understand risk adjusted returns (Bloomberg)

Is being good the secret to being great? (Morningstar)

Free Book-Stories for Children inspired by Buffett & Munger (SN)

Some stuff I am reading today morning:

Retail investors must avoid DMart IPO  (Money Control)

Domestic Equity inflows could double to $55 Billion (ET)

Interview with Porinju Veliyath (VRO)

Qatar Airways to start airline in India (Mint)

Chef turns Airline Chief in India (Quint)

Kingfisher & SpiceJet-A study in contrast (Forbes)

Manu Parpia heads for the exit in Geometric Software (OB)

Market Dynamics are Changing (Subramoney)

When does the water get hot? (Seth Godin)

A clinical test of 5 “Smart Beta” factors (FT)

Some stuff I am reading today morning:

Tata Motors,Volkswagen in partnership talks (Mint)

In pictures: Tata’s first racecar RaceMo (FE)

India’s Macros & Micros: A divorced couple (Latha)

First ever prosecution for illegal profits in penny stocks (MC)

How to invest Direct in MFs online (My Investment Ideas)

Calling a top in stocks has become a cottage industry (Bloomberg)

10 Break through technologies of 2017 (MIT Tech Review)

The art of the small deal (TRB)

The downside of momentum: Crashes (Swedroe)

The path to $10,000 gold (DR)