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Links

Linkfest: 27 July, 2018

Some stuff I am reading today morning:

Govt extends deadline for filing IT returns (MC)

STT Controversy for Delivery based F&O trades (BL)

Domino’s India accused of profiteering (ET)

Hindalco buys Aleris for $2.8 Billion (Mint)

Interview with Taher Badshah (Morningstar)

A $210 Billion Debt Cleanup (Quint)

Amazon ‘terrifies me as a company’ (Aswath Damodaran)

The real Art of the Deal (TRB)

Real World Vs Book Knowledge (Morgan Housel)

What do ratios tell you? (Irrelevant Investor)

Categories
Links

Linkfest: 26 July, 2018

Some stuff I am reading today morning:

HDFC AMC IPO already fully subscribed (ET)

PMS cloners drown in the small-cap meltdown (ET)

Cement companies to pay fine of Rs.6,300 Cr (FE)

What happens if you fail to file tax returns by 31 July (MC)

The $1.5 Billion wager on Indian real estate that went wrong (BQ)

Inside Google’s shadow workforce of contract labourers (Mint)

Why Mumbai’s monorail failed (Rediff)

Ramblings on Gold (Macro Tourist)

Investment Pace (A VC)

A Collection of Seth Klarman’s Baupost Group Letters (AM)

 

Categories
Links

Linkfest: 25 July, 2018

Some stuff I am reading today morning:

HDFC AMC IPO opens today (ET)

Derivatives trading till 11:55 pm (BQ)

Reliance Jio in no mood to relent (Mint)

Govt to divest 5% in BEL (BL)

Company Profile: Manjushree Technopack (Forbes)

DCM Shriram: Low on sugar (Fortune India)

5 Unknown facts about Sukanya Samriddhi (Basu Nivesh)

Dr. Copper and Mr.Market (Pension Partners)

There’s no such thing as Mosquito Week (CS)

Cutting the Cord/Thrashing the Dish (A VC)

Categories
Links

Linkfest: 24 July, 2018

Some stuff I am reading today morning:

IPO Review: HDFC AMC (Amit Jeswani)

Two wheeler stocks trade weak (BS)

Dr. Reddys fires hundreds (BL)

Interview with Rakesh Jhunjhunwala (ET Now)

Company Profile: Indigo Paints (Forbes)

Never take any cheque bounce incident lightly (FE)

3 Lessons from Jeff Bezos (Morningstar)

What is your outlook on the market? (Bill Miller)

Reminiscences of a Stock Trader (Fervent Finance)

Inflation in Venezuela expected to hit  1,000,000 % (Zero Hedge)

 

Categories
Links

Linkfest: July 23, 2018

Some stuff I am reading today morning:

Govt cuts GST rates (DNA)

Circular on ASM Stocks (NSE)

Kotak Mahindra Bank: Rich Valuations (Mint)

25 years of Private Sector Mutual Funds in India (BL)

Cash and Portfolio Rotation (Rohit Chauhan)

Stock Analysis & the illusion of Control (Safal Niveshak)

Stay away from exclusive investing clubs (Subramoney)

A chart every investor should know (Irrelevant Investor)

Lessons & ideas from Ben Graham (Jason)

What makes a great investor? (Andrew Thrasher)