Category: Links

Some stuff I am reading today morning:

Centre to divest stake in 7 PSUs (BL)

Indian Stock valuations widen premium over peers (Quint)

The journey of RK Damani (ET)

Cyrus Mistry’s petition against Tata Sons dismissed (Mint)

SC orders Aamby Valley sell off (BS)

Branded Hostels attract investor interest (Forbes)

Lufthansa: Starting local airline in India a ‘misadventure’ (Bloomberg)

Make in India, List in India (Bala)

How Herzfeld hunts for discounts in closed-end funds (City Wire)

Investment Thesis-Pen to Paper (Masters Invest)

Some stuff I am reading today morning:

10 Types of investors in Indian Markets (Vijay Pahwa)

Credit growth plunges to 60 year low (MC)

Email id for Black Money receives over 38,000 emails (ET)

How Union Bank was hacked (Mint)

RBI Stats: Divorced from reality? (BS)

Welcome to Tencent’s Flipkart (Haresh Chawla)

Why we changed our minds about airlines & tech (Charlie Munger)

We are all absolute return investors (Subramoney)

The Bingo Method (Seth Godin)

Jeff Bezo’s latest letter to shareholders (SEC)

Some stuff I am reading today morning:

Cabinet clears listing for 11 PSUs (Mint)

Motilal Oswal: 3 Multi-bagger ideas for next one year (ET)

Indus-Bharti Infratel-World’s biggest tower company? (Quint)

Money deluge for MFs (BL)

Equity NFOs pick up as markets rally (BS)

The $90 Billion investor who wants to fire Wall Street (BusinessWeek)

How a crisis led to the formation of BSE (Mostly Economics)

Read with caution when there’s money at stake (Barry)

The 2017 Case for Gold (DR)

What’s wrong with dividends? (Monevator)

Some stuff I am reading today morning:

Kotak Research: Midcap stocks in bubble phase (MC)

How Akash Prakash minted money (ET)

Is the investment cycle about to turn? (Mint)

Will Infosys announce a buyback on April 13? (BS)

Legacy of British rule still holding India back (Bloomberg)

Advise from an old man (Subramoney)

Like riding a bike (Seth Godin)

The (un) importance of Returns (AA)

Mega Caps & Mega Lies (Howard)

Lessons from Valeant (Masters Invest)