Category: Links

Some stuff I am reading today morning:

Mahanagar Gas IPO coming this month (Money Control)

UPS will make wallets like PayTM redundant (BS)

Siemens: Growth-Valuations mismatch (Mint)

Research Report:Hero Motocorp (Motilal Oswal)

The VC business is a tough business (A VC)

How do you break a bad investing habit (Tony Isola)

Who needs a will?You do.Here’s why (Barry)

Tips for boosting savings & controlling spending (Financial Samurai)

How drug cash moves on a river of gold (Bloomberg)

Citi:”This is the tipping point” (Zero Hedge)

Some stuff I am reading today morning:

Singh Brothers fined 2500 Crores for misleading Daiichi (Mint)

A Stabilization in China (Akash Prakash)

Bees Saal Baad (Prashanth)

Hyderabad Pharma Companies fight back (OB)

Nobody knows Nuthin’ (Barry)

How to pocket bull market profits as stocks drop (DR)

Why does indexing shrink alpha? (PragCap)

Notes from 2016 Ira Sohn Conference (I, II & III)

The number 1 predictor of Mutual Fund Performance (Morningstar)

The worst bear market nobody talks about (II)

Some stuff I am reading today morning:

Stanley Druckenmiller: Get out of stock market,buy gold (CNBC)

BSE suspends trading in Ricoh India (MoneyControl)

Higher derivatives lot size boosts margin trading biz (BS)

Investors pick Indian monsoon winners (Bloomberg)

Stock Review: Godrej Consumer (Mint)

EM investors share views on India & China (Morningstar)

Steps towards financial freedom (Subramoney)

What’s in a multiple? (Financialist)

Warren Buffett finally comes clean (DR)

Buffett lessons for Value Investors (AA)

Some stuff I am reading today morning:

How Subramaniam Swamy changed the game in Rajya Sabha (Jaggi)

What I took away from Buffett’s shareholder meet (Raamdeo Agarwal)

IPO Review: Parag Milk Foods (BS)

India is suffering its worst drought in decades (Bloomberg)

Rural distress dries up FMCG volumes (BL)

Federal Bank draws big investors (ET)

SEBI’s new rule on settlements to help Reliance (Mint)

Is “Margin of Safety” an excuse for doing nothing? (Aswath Damodaran)

Ranking 30 sectors by equity performance 1933-2015 (PE)

Steve Cohen:Talent is thin (Bloomberg)