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Weekend Mega Linkfest:13 Nov,2015

Some off beat reads for the weekend:

How a Mckinsey Partner made millions off his maid (Caravan)

Putin’s billionaire daughters (Reuters)

Video:The Knife Intifada (Vimeo)

India re-energized (Samir Saran)

Modi’s power sector reforms are his most important (Swarajya)

The Disney Shanghai (Bloomberg)

Bihar debacle:The way forward for BJP (Tufail Ahmad)

The scheme to transform a remote island into a new Dubai (Guardian)

The Mafia has lost its code of silence (NYTimes)

Living and Dying on Airbnb (Medium)

India’s sacred cows and unholy politics (Shashi Tharoor)

The attempt to erase India’s Muslim past (Nadeem Paracha)

Startup: RentMyStay (YS)

Gaggan Anand:Top Chef (Forbes)

Why Tipu Sultan will always be remembered as a fanatic (Dailyo)

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Linkfest:November 13,2015

Some stuff I am reading today morning:

Interview of Raamdeo Agarwal (MoneyControl)

HSBC:India Valuations is pricey (Bloomberg)

ICICI Research:Sell Bank of India (MyIris)

How MFs can take the ecommerce route (VRO)

Do people want to be fooled? (Irrelevant Investor)

A history of insane art prices (Digg)

Market timing is back (Institutional Investor)

America’s factories are in a recession (Bill Bonner)

Whitney Tilson’s presentation on Berkshire Hathaway (BI)

Ackman Vs Berkshire-Whose holdings are more immoral? (WSJ)

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Links

Linkfest:November 12,2015

Some stuff I am reading today morning:

Alibaba racks up $5 Billion in Sales in 90 minutes (Wired)

RBI Guv urges US Fed to raise rates (FE)

The real reason why Fed is eager to raise interest rates (Quartz)

Who is India’s Warren Buffett? (Subramoney)

Stock Analysis:Emami Ltd (Dr.Vijay Malik)

Valuation metrics in perspective (Swedroe)

Underestimating the power of Compound Interest (Common Sense)

Watch what they do,not what they say (A VC)

AUM Growth is Hedge Fund’s # 1 Goal (CIO)

3 Letters-I P O- can kill your portfolio (DR)

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Links

Linkfest:November 11,2015

Some stuff I am reading today morning:

Rakesh Jhunjhunwala on Samvat 2072 (Moneycontrol)

Govt announces FDI reforms in 15 sectors (ET)

Indigo makes strong debut on listing (FE)

Nehal Chopra’s Tiger Ratan Fund loses 2000 Crores (RJ)

My Equity Call now (Subramoney)

SPA Research:Sell Ashok Leyland (MyIris)

Are your forecasts better than random walk? (CFA Institute)

Right Place, Right Time (Irrelevant Investor)

Trend Following is Dead (Price Action Lab)

The rise of Airbnb’s full time landlords (Bloomberg)

 

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Links

Linkfest:November 10,2015

Wish all readers a Happy Diwali and a Prosperous New Year.

Some stuff I am reading today morning:

Indigo to list today (Moneycontrol)

Essar Oil surges to 200+ on SEBI order (Gaurav)

Taxes exceed actual cost of petrol (FE)

Making mutual funds public (Mint)

Gold Bonds are way better than physical gold (VRO)

Maybe financial markets have been wrong all along (Bloomberg)

Playing the probabilities (Common Sense)

Track and Measure (A VC)

The World’s longest trend following backtest (AA)

Defining your investment philosophy (AAII)