Category: Links

Some stuff I am reading today morning:

After Modi’s threat, many CAs are running for cover (ET)

Drama in Alembic Board Room (BS)

Alembic: Will a set of small shareholders be able to assert themselves? (IIAS)

What’s driving the confidence in Indian markets? (Quint)

Real Estate-A Contrarian Bet (Amit Jeswani)

How do you protect yourself in an overvalued market? (Amit)

How to turn NASDAQ’s 90 P/E into 22 P/E (Zero Hedge)

Betting on things that never change (Morgan Housel)

When something is obvious (Irrelevant Investor)

Baupost connects the dots, sees CRASH (Value Walk)

Some stuff I am reading today morning:

How N Chandra plans to fix the Tata Group (Fortune)

‘Ambani Hedge’ is the new trade in town (BL)

Reliance Industries’ triple play (Andy)

An early sign GST is working (WSJ)

How Zomato survived the foodtech carnage (ET)

India’s Bulls aren’t tiring yet (Bloomberg)

What is wrong with ICICI Pru Value Discovery Fund? (FreeFinCal)

Promoter Buying as a Poker Hand (Mystic Wealth)

Buffett’s & Munger’s top tips for Class of 2017 (Vintage Value)

I bought my first Bitcoin (Josh)

Some stuff I am reading today morning:

Patanjali dream run may be coming to an end (ET)

Wipro to go for Rs.11,000 Crores buyback (Mint)

Pension schemes for senior citizens to launch today (BS)

I am the Toll Bridge, a 100 Bagger (Amit)

Analysis: Ishan Dyes & Chemicals (Dr Malik)

Meeting Managements (Calculated Wagers)

Bill Miller: The unreformed Stock Picker (Forbes)

On simple markets (BCLund)

The easy money is being made (Irrelevant Investor)

Innovate or Die (Pension Partners)

Some stuff I am reading today morning:

SEBI doesn’t want retail investors to trade F&O (Mint)

Godrej Agrovet files for IPO (Quint)

GST protests a sham (FE)

The funny Mutual Fund show (Vipin Khandelwal)

MFs start churning portfolios (BL)

ONGC to take over HPCL (BS)

The end of brokerage? Not yet… (Barry)

Here’s why gold could stage a powerful rally soon (Katusa)

The real reason stocks are setting records (DR)

Investing Lessons from the Chaos Monkey (Safal Niveshak)