Category: Links

Some stuff I am reading today morning:

PFC Offer for Sale today (OneMint)

Over 20,000 Crore loans of JPAssociates at stake (Capital Mind)

Airtel to roll out 4G services before Reliance Jio (BS)

P-Note crackdown may weigh heavily on markets (BS)

Sanjay Bhattacharyya is buying Salzer Electronics (RJ)

It’s hard to bet against houses (Bloomberg)

Gold is dead, long live Gold (Market Anthropology)

The rally is rotting from within (TRB)

Startups should aim for niche not mainstream (A VC)

4 Things to know about Asset Allocation (Vanguard)

Some stuff I am reading today morning:

Shares of unlisted companies beat returns given by listed (ET)

China’s stock market pain is India’s financial gain (Bloomberg)

Household savings are finally shifting to financial assets (Mint)

Kerosene subsidy to end in 3 years (FE)

Are real estate developers getting desperate for money? (Vivek Kaul)

IndiaNivesh Research Report:Ashiana Housing (RJ)

My wife – the value investor (of precious metals) (Stable Investor)

P/E “Attention” Strategies (Alpha Architect)

What’s really killing capitalism (Bill Bonner)

The challenge of long term investing (Irrelevant Investor)

Some stuff I am reading today morning:

SEBI busts Billion $ tax-evasion shops in the stock market (FE)

Gasoline-powered cars are toast (Bloomberg)

ex-Infosys CFO thinks odds against Infosys turnaround (MoneyControl)

Equity fund inflows hit record (ET)

Nomura research report:HDFC Bank (MyIris)

How Dolly Khanna got out of Hawkins Cookers (RJ)

Syngene:Premium valuations for outsized opportunity (BS)

Why shouldn’t you call your investors dumb (Bloomberg)

Market timing with value and momentum (Alpha Architect)

The sugar collapse is more dramatic than the gold collapse (Telegraph)

Some stuff I am reading today morning:

Maruti overtakes Suzuki in market value (ET)

Has Infosys got its mojo back? (Mint)

Share prices of gold loan companies fall (BS)

Gold’s own country (Outlook Business)

Steeling for China’s fall (BS)

Motilal Oswal India Strategy Report (RJ)

Nomura Research Report:LIC Housing Finance (MyIris)

Goal or Liability?SIP or EMI ? (Subramoney)

Simple rules for short term stock trading (Bala)

I passed on Berkshire Hathaway @  97 $ per share (Microcap Club)