Category: Links

Some stuff I am reading today morning:

Govt to divest stake in 5 Companies (Bloomberg)

Top investors pile into Uniply Industries (RJ)

The battle for control of the 500 Crore Ashapura empire (Mumbai Mirror)

Nomura Research:Buy Hero MotoCorp  (MyIris)

Why the ‘100 minus age’ rule doesn’t work (BL)

The 5 best ways to waste money (Scott Fearon)

Where is gold headed? (Daily Reckoning)

Saudi Arabia may go broke (AFR)

How to replicate private equity with leveraged small cap stocks (Alpha Architect)

60 Value Investing Resources (Old School Value)

Some stuff I am reading today morning:

Midcap stocks heading for a crash? (ET)

Why oil prices are falling again (Quartz)

The learnings of JustDial’s Mani (Mint)

HDFC Research:Bharti Airtel’s outlook remains grim (MyIris)

Deciding on asset allocation for a financial goal (FreeFinCal)

4 Ways to beat Investment Stress (VRO)

Top 10 Market Indicators of Economic Development (Bill Bonner)

How to save more (Mulloly)

Guess how to blow $1.5 Billion (Forbes)

For Commodities,it is 2008 all over again (Zero Hedge)

Some stuff I am reading today morning:

3 Reasons why RBI did not cut rates (ET)

How Modi showed India Inc. its place (Bloomberg)

Depressing earnings of Nifty companies (Capital Mind)

What I learnt from Geico (Sanjay Bakshi)

Notes from the Bajaj Auto AGM (Ankur Jain)

The lessons of Lanco Infratech (Mint)

Confusing what just happened with what happens next (Barry)

Why financial markets have become a world of illusion (Chaitanya Dalmia)

Why the government hates gold (Bill Bonner)

The story that dividends tell (VRO)

Some stuff that I am reading today morning:

Why InMobi maybe India’s most innovative company (Mint)

How Yash Birla lured investors with 42% returns (Mumbai Mirror)

Why are ace investors buying textile stocks (RJ)

Excel PPF Calculator and Tracker (Freefincal)

Why HDFC is wrong in saying houses are affordable (Shreenath Mukundan)

How Rajat Gupta is getting screwed in prison (NYTimes)

Its 1929 for goldbugs (TRB)

The miracle of Solar City (Slate)

Stock Guru Bill Miller is back (Bloomberg)

Why opportunity cost can get expensive (All Star Charts)

Some stuff I am reading today morning:

Property,gold weakness will drive stock prices higher (Moneycontrol)

Diesel cars get cheaper (BS)

Burning your fingers in real estate (Bala)

‘Passive’ income needs active involvement (FreeFinCal)

HDFC Securities Research Report: ICICI Bank (MyIris)

More than 90% of investment opinions are crap (Washington Post)

Mohnish Pabrai on how to be a mentor (Common Sense)

Gold will turn out to be man’s best friend (Bill Bonner)

Marc Faber is  a clueless “guru” (Swedroe)

China’s naked emperors (Paul Krugman)