Category: Links

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Links

Linkfest: July 24, 2017

Some stuff I am reading today morning:

How N Chandra plans to fix the Tata Group (Fortune)

‘Ambani Hedge’ is the new trade in town (BL)

Reliance Industries’ triple play (Andy)

An early sign GST is working (WSJ)

How Zomato survived the foodtech carnage (ET)

India’s Bulls aren’t tiring yet (Bloomberg)

What is wrong with ICICI Pru Value Discovery Fund? (FreeFinCal)

Promoter Buying as a Poker Hand (Mystic Wealth)

Buffett’s & Munger’s top tips for Class of 2017 (Vintage Value)

I bought my first Bitcoin (Josh)

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Links

Weekend Mega Linkfest: July 21, 2017

Some off beat reads for the weekend:

What is the matter with Narayana Murthy? (Charles Assisi)

The Battle for Mosul (NYTimes)

Modi’s road to 2019 (Open)

Pranab Mukherjee ought to be condemned (Kuldip Nayar)

The Indira Gandhi trickery (Media Crooks)

A French Comic Book talks about dangers of Hindutva (Scroll)

The rise and fall of F. Lee Bailey (Town & Country)

Sufis in California (The Fader)

How can we stop algorithms telling lies? (Guardian)

Now Airbnb is wrecking mountain towns too (Long Reads)

Gossip: Pranab Mukherjee may lead Congress (Gossip Guru)

Trekking: Chadar 2017 (Team BHP)

Mumbai has a 66 Million Year Old Secret (BI)

Photo Essays: Love in Bombay (IQ)

India-Pakistan Diary (Kiran More)

Categories
Links

Linkfest: July 21, 2017

Some stuff I am reading today morning:

Patanjali dream run may be coming to an end (ET)

Wipro to go for Rs.11,000 Crores buyback (Mint)

Pension schemes for senior citizens to launch today (BS)

I am the Toll Bridge, a 100 Bagger (Amit)

Analysis: Ishan Dyes & Chemicals (Dr Malik)

Meeting Managements (Calculated Wagers)

Bill Miller: The unreformed Stock Picker (Forbes)

On simple markets (BCLund)

The easy money is being made (Irrelevant Investor)

Innovate or Die (Pension Partners)

Categories
Links

Linkfest: July 20, 2017

Some stuff I am reading today morning:

SEBI doesn’t want retail investors to trade F&O (Mint)

Godrej Agrovet files for IPO (Quint)

GST protests a sham (FE)

The funny Mutual Fund show (Vipin Khandelwal)

MFs start churning portfolios (BL)

ONGC to take over HPCL (BS)

The end of brokerage? Not yet… (Barry)

Here’s why gold could stage a powerful rally soon (Katusa)

The real reason stocks are setting records (DR)

Investing Lessons from the Chaos Monkey (Safal Niveshak)

Categories
Links

Linkfest: July 19, 2017

Some stuff I am reading today morning:

ITC felled by Govt’s capricious U-Turn (Mint)

Why real estate is not a good investment right now (ET)

Is anyone missing McDonalds? (Mint)

Rural India is recovering from cash ban (Bloomberg)

India roads a $100 Billion Opportunity (Quint)

Stock Talk : JHS Svendgaard Laboratories (Alpha Invesco)

Fast Food, Slow Thinking (Pension Partners)

The Butcher of Park Avenue (TRB)

Good companies don’t always make good stocks (DR)

Trend Following Research (Dual Momentum)