Category: Links

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)

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)

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)

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)

Some stuff I am reading today morning:

Nervous Dalal Street dreads a sell off today (ET)

What is IDFC Bank worth? (Gaurav)

Give the dividend its due (BL)

Kishore Biyani predicts death for online grocery players (ET)

Stay calm and have faith in Modi (Subramoney)

Kotak Research:Muhurat picks 2015 (RJ)

SEC Case: Using fake tweets to influence stock prices (SEC)

RIP Bric (TRB)

The power of common sense (Fool)

How amateur investors can beat the pros (Barry)