Category: Links

Some stuff I am reading today morning:

Are valuations justified for record breaking markets? (Mint)

UTI MF will launch IPO by March 2018 (Money Control)

HDFC Life may call off merger with Max Life (ET)

Investors in race for Dredging Corporation stake (FE)

How Airtel and Idea will benefit from Jio’s new plans (BS)

Company Profile: CGH Earth (OB)

The logic of patience (Rohit Chauhan)

Why are HFTs not thriving? (Bloomberg)

Amazon is a creation of Bubble Finance (DR)

Does this ad mark the market top? (Bronte Capital)

Some stuff I am reading today morning:

How companies are trying to game the GST (ET)

Catholic Syrian Bank said to reconsider IPO plan (Mint)

What should traders do in buyback offers? (BS)

India Inflation hits record low (Bloomberg)

MF folios hit all time highs (BL)

Superficiality (TRB)

The death of the floor trader (DR)

The Bitcoin Civil War (Bloomberg)

4 Signs of a Bubble (Ben Carlson)

Why commodity traders are fleeing the business (Shelley)

Some stuff I am reading today morning:

ICICI Lombard IPO (Mint)

Metropolitan Stock Exchange eyes profitability,IPO (Quint)

9.55% NCD from SREI Equipment Finance (Apna Plan)

No more credit for RCom (FE)

Unloved software stocks a buy for Bajaj Allianz (Bloomberg)

Stock Talk: Wonderla Holidays (Jana)

Crypto Currencies collapse (Wolf Street)

Pune Realty buyers determined to send builder to jail (Ravi)

Wanna get rich? Think fractally (OfDollars&Data)

Insider trading is pervasive (DR)

Some stuff I am reading today morning:

What caused the NSE glitch? (ET)

Indian Banks’ health will worsen (Mint)

IDFC Bank: A Bank in a hurry (Quint)

Special Situations Investing & Tube Investments of India (Ant Investor)

IPO Review: Salasar Techno (My Investment Ideas)

Small Savings Schemes-No longer an investment option? (SPTulsian)

The most important moat (Basehit Investing)

The curious world of microcap investing (Factor Investing)

An expert’s guide to calling a market top (Barry)

The truth about robots (James Altucher)

Some stuff I am reading today morning:

P-Note unwinding to weigh on the markets (BL)

The complex IDFC-Shriram deal (Mint)

Air India break-up on fast track (FE)

Equity MF flows jump 3 fold in April-June (Quint)

Margin of Safety (Bala)

PI Industries-Another Look (Value Investor)

Stock Analysis-Caplin Point Labs (Dr. Vijay Malik)

To be a great investor, you must treasure volatility (Katusa)

Soundbite Investing (Common Sense)

The Real Estate Investing Rule to follow (Financial Samurai)