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Linkfest: Februray 05,2018

Some stuff I am reading today morning:

Capital gains don’t accrue from any effort (Hasmukh Adia)

Budget 2018-An exercise in mindlessness (Rediff)

No chance of a rate cut (Tamal)

Investors could lap up ULIPs to skirt LTCG tax (BL)

For the insurance sector,this is a landmark budget (ET)

Time to buy or sell smallcaps? (Nooresh)

Is Chidambaram trying to crash the stock market? (Guardian)

After China,India saw most super rich citizens leaving (BS)

Factor Investing 101 (MC)

What motivates you to take action? (Seth Godin)

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Weekend Mega Linkfest: 02 February, 2018

Some off beat reads for the weekend:

How Amazon rebuilt itself around artificial intelligence (Wired)

How GE went from American icon to astonishing mess (Bloomberg)

View from Pakistan on Padmaavat (Haroon Khalid)

Were the guests impressed? (Dawn)

The masterminds of Amit Shah (Gossip Guru)

Italy: Migrants are more profitable than drugs (Guardian)

Spoof: Guantanamo inmates cheer Trump (The Onion)

Felix Salmon and journalistic pay disparity (The Awl)

Profile: Vir Das (SCMP)

Alleppey: The Venice of the East (TeamBHP)

My Bambaiyya Hindi is better than your North Indian Hindi (Arre)

The only happy adult life is between marriage & first child (J Mathrubootham)

Don’t give your teens alcohol (Offspring Hacker)

On pole fitness (Mint)

Gandhi Smriti Diary (Outlook)

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Links

Linkfest: 02 February, 2018

Some stuff I am reading today morning:

Udayan Mukherjee decodes Budget 2018 (MC)

How LTCG tax will be calculated for shares,MF units (ET)

Budget for Bharat leaves middle India in a sulk (Monika Halan)

Top picks of Porinju Veliyath after Budget 2018 (RJ)

Alibaba invests in Big Basket and Zomato (BS)

Baltic Sea Index to become tradeable (Reuters)

$11.589.01 (Macro Tourist)

The Co-Founder relationship (A VC)

Falling out (Seth Godin)

Research: Dinner Table Human Capital & Entrepreneurship (SSRN)

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Links

Linkfest: 01 Feb, 2018

Some stuff I am reading today morning:

Budget to test investor’s faith in Modi (Reuters)

Time for bold tax changes (Mukesh Butani)

Phantom flats have home buyers fleeing property market (ET)

Small Caps which can become multi-baggers (MC)

Manyavar planning IPO (Mint)

Presentation: Indian Equity Markets in an election year (Niteen Dharmawat)

Markets are trading at historically high valuations (Sage One)

Fed’s Balance Sheet promises (Macro Tourist)

5 Lessons from a retirement (Humble Dollar)

The mother of all momentum research reports (Alpha Architect)

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Links

Linkfest: January 31,2018

Some stuff I am reading today morning:

Long term capital gains tax on equities may return (TOI)

Amul is betting on an eating-out boom (Quint)

Interview with Raamdeo Agrawal (ET)

Tata’s stake in Amalgamated Plantations up for sale (Mint)

IT Dept attaches Shah Rukh Khan’s farmhouse (BS)

Interview with Anup Maheshwari (Morningstar)

Secret Diary of Bharat Puri (OB)

Growth & Value (Aswath Damodaran)

Retirement foolishness or Retirement tragedy (Subramoney)

Research:Why you should avoid Alpha Male Fund Managers (SSRN)