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Linkfest: 19 September,2018

Some stuff I am reading today morning:

SEBI gives investors reasons to smile (Mint)

RCom’s realty plans (BS)

How did the recent IPOs fare? (MC)

Company Profile: SRF (OB)

Untangling the Mallya web (BT)

Interview with Saurabh Mukherjea (ET)

Going beyond technicalities in investing (Gautam Baid)

The mathematics of maintaining bet size (Albert Bridge Capital)

Is software eating value investing? (Common Sense)

The death of passive management (Institutional Investor)

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Linkfest: 18 September, 2018

Some stuff I am reading today morning:

US-China trade war escalates (CNBC)

Govt proposes merger of Bank of Baroda,Dena Bank & Vijaya Bank (Mint)

IPO Review: IRCON International (BS)

Media Stocks: Election Bonanza (OB)

SEBI to announce key policies today (BL)

Interview with Udayan Mukherjee (MC)

Amazon employees leaking confidential data for bribes (ET)

Amitabh Chaudhry’s tough new job (Rediff)

The threat from Climate Change (Jeremy Grantham)

Profitable, difficult or important? (Seth Godin)

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Links

Linkfest: 17 September, 2018

Some stuff I am reading today morning:

The IL&FS debacle (MF Critic)

US-China trade war intensifies (CNBC)

How India’s power story got derailed (ET)

High valuations of appliance manufacturers get a reality check (Mint)

Market players seek clarity on ‘self trade’ (BL)

An open letter to Hatsun’s R G Chandramogan (Vikas Kasturi)

On Paytm Mall (OB)

A fallacy that SIP is risk free (The MF Guy)

What does EV/EBITDA multiple mean?  (Blue Mountain Capital)

Interview with Jeff Bezos (You Tube)

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Links

Linkfest: 13 September,2018

Wishing readers on the auspicious day of Ganesh Chaturthi

Some stuff I am reading today morning:

Govt approves 100% electrification of Railways by 2021-22 (Mint)

The stormy ICICI Bank AGM (MC)

Arun Jaitley thrashes Vijay Mallya’s claim (FE)

Bad news for those wanting to sell Infosys shares (Rediff)

Pink Dollar to boost India’s economy (BS)

Companies with lots of cash (Alpha Multiple)

Crypto’s 80% plunge (BQ)

Edgy investors are retreating from risky economies (NYTimes)

The 17th Century Bond that is still paying interest (Climateer)

Lessons from Lehman Brothers (Market Fox)

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Links

Linkfest: 12 September, 2018

Some stuff I am reading today morning:

Supreme Court stays RBI’s Circular for power companies (Mint)

SEBI directs senior NSE officials to ‘stay out of action’ (BS)

Demat compulsory for unlisted public firms (BL)

Is fear creeping into the markets? (BQ)

Note to Parliamentary Committee on Bank NPAs (Raghuram Rajan)

The other Muthoot (Forbes)

Indian Aviation: Sinking (My DigitalFC)

Eveready Industries: Candy Crush (Fortune)

The Guinness IPO of 1886 (Medium)

Inspiring talk by Radhika Gupta, CEO of Edelweiss AMC (You Tube)