Category: Links

Some stuff I am reading today morning:

Shareholders accuse NSE of trying to delay public listing (Mint)

Kalanithi Maran:Defying the odds (Forbes)

15 Nifty stocks are range bound (Nooresh)

Proxy advisories split over Suzuki’s Gujarat plant (BL)

Motilal Oswal Research:Sell Nestle (MyIris)

In land of 3500% stock returns,crashes are quickly forgotten (Bloomberg)

Indexing’s brave new world (CIO)

Most of what you learned in Econ 101 is wrong (Bloomberg)

The fallacy of “Dr.Copper” (Value Plays)

Long road maps (A VC)

Some stuff I am reading today morning:

Why Nikesh Arora bet $483 Million on Softbank’s future (Bloomberg)

How to trade cyclicals (Bala)

Metals:Bleak gets bleaker (Mint)

Equity Funds at 60 (VRO)

Domestic brokerages eye realty advisory business (BS)

The only investment risk that counts (TRB)

The only way to make real money in the markets (Bill Bonner)

The big problems with investment consultants (ETF)

Getting the deal done (A VC)

What am I thankful for?The next 5 minutes (CNBC)

Some stuff I am reading today morning:

Why the Govt’s gold scheme did not work (Mint)

How tax incentives have distorted our economy (CapitalMind)

NSE,BSE near deals to cut stakes in depository arms (BS)

Telecom Tower Companies:Buy or be bought (OB)

A new dawn for the power sector (BL)

Cafe Coffee Day:An empire grown on beans (Forbes)

Lingering effects of the financial crisis (Common Sense)

Identifying the highest quality momentum stocks (AA)

How do Munger & Buffett discount future cash flows (25IQ)

Time your next Big Buy with these 3 charts (DR)

Some stuff I am reading today morning:

How a Mumbai couple created a 7 Lakh Crore dubious firm (ET)

Is the bubble bursting for India’s online startups? (Mint)

Govt working to curb domestic flow of black money (BS)

Symphony founder Achal Bakeri Lecture (Prof. Sanjay Bakshi)

Analysis:Ratnamani Metals & Tubes (Vijay Malik)

IIFL Research Report:Railway Stocks (RJ)

Faulty Assumptions (Common Sense)

Last decent shot at making 680% in China IPOs (Bloomberg)

How the next global financial meltdown will unfold (DR)

Goldman eyes $20 oil (Telegraph)