Some stuff I am reading today morning:
IPO Review:Advanced Enzyme Tech opens today (BL)
Parag Thakkar’s stock picks (ET)
Govt. to infuse Rs.22,915 Crores in 13 PSU Banks (Mint)
GM food can solve India’s pulses problem (Bloomberg)
Value Investing-A dead end? (Bala)
Beware of lifestyle creep ! (Subramoney)
Uncovering alpha in micro caps (Value Walk)
Academic Finance as a check on pretensions (CFA Institute)
Trailing or Forward Earnings? (CFA Institute)
Why are investors so tribal? (Tony Isola)
Some stuff I am reading today morning:
Are markets overheated in midcap/smallcap space? (Gaurav)
How buying a flat became a nightmare in NCR (Mint)
The Infosys Turnaround:Hype or Reality (Prabal Roy)
How much longer can India’s IT sector hide? (Bloomberg)
Telecom firms gird up for data price war (BL)
Watching Macro-Is it a fool’s errand? (Aveek Mitra)
Max India demerger saga finishes (TankRich)
Active Vs Passive Investing (A VC)
Case Study:Valuing Tesla (Aswath Damodaran)
Why land may not be the smartest place to invest (NYTimes)
Some off beat reads for the weekend:
Idea of Europe Vs India’s (David Frawley)
Hate Wave in the Kashmir Valley (Open)
Chinese are behind Kashmiri militancy (Markandey Katju)
RK Pachauri’s reign at TERI (Caravan)
Why a cap on GST is a good idea (Scroll)
Sheila Dikshit as a scapegoat (DailyO)
Entrepreneurship lessons from the road (Charles)
Zakir Naik and free speech (Great Bong)
Baba Ramdev’s much talked magazine cover (Quint)
Sexual violence at the Pamplona bull run (Guardian)
Driven:Jaguar F-Pace (Team BHP)
IIT invention can make blind move freely and even run (BI)
A letter to my wife…who won’t get a job (Guardian)
My Photos from Rashtrapati Bhavan (Amitava Ghosh)
How does it feel to earn 3.5L pa after completing Engineering from one of the best colleges of India? (Nithin Sebastian)
Some stuff I am reading today morning:
Growth challenges resurface at TCS (Mint)
Why Max India fell on listing (BL)
A multi-bagger portfolio (ET)
Prabhu wants to end the Railway Budget (BS)
China hacked the FDIC (CNN)
Long term investing,really really long term (IRR)
The market is always right? (PP)
You’re just going to have save more money (WSJ)
Equity Market Advisory (Subramoney)
The Bull Market you haven’t seen (Bloomberg)
Some stuff I am reading today morning:
16 Mid-Cap Stocks you may want to hold (Money Control)
Income Tax raid on IndiaBulls (Mint)
L&T Infotech subscribed 11 times (BS)
India’s inevitable merger (Bloomberg)
Insider Trading in NBCC ? (Gaurav)
Karsanbhai Patel’s entrepreneurship lessons (Mint)
Research: India Auto Sector (Motilal Oswal)
The world’s most powerful stock pickers don’t manage a penny (Bloomberg)
Should fund managers invest in their own funds? (Morningstar)
Why golf has gone the way of the 3-Martini lunch (Market Watch)