Category: Links

Some stuff I am reading today morning:

Porniju Veliyath slams Sanjay Bakshi for high P/E stock picks (RJ)

Mahanagar Gas files IPO papers with SEBI (ET)

SEBI wants Mutual Funds to lower salaries (BS)

How to multiply your money by 90 times in 20 years (Muthu)

Time to retire? (Fidelity)

How much you should have invested for retirement at milestone birthdays? (Subramoney)

Gayner’s secret for 10,000% gains (DR)

What is Jim Rogers buying right now (Climateer)

Gold may outperform equities (Market Anthropology)

Notes from Berkshire Hathaway 50th Anniversary (Market Folly)

Some stuff I am reading today morning:

Interview of Raamdeo Agarwal (MoneyControl)

HSBC:India Valuations is pricey (Bloomberg)

ICICI Research:Sell Bank of India (MyIris)

How MFs can take the ecommerce route (VRO)

Do people want to be fooled? (Irrelevant Investor)

A history of insane art prices (Digg)

Market timing is back (Institutional Investor)

America’s factories are in a recession (Bill Bonner)

Whitney Tilson’s presentation on Berkshire Hathaway (BI)

Ackman Vs Berkshire-Whose holdings are more immoral? (WSJ)

Some stuff I am reading today morning:

Alibaba racks up $5 Billion in Sales in 90 minutes (Wired)

RBI Guv urges US Fed to raise rates (FE)

The real reason why Fed is eager to raise interest rates (Quartz)

Who is India’s Warren Buffett? (Subramoney)

Stock Analysis:Emami Ltd (Dr.Vijay Malik)

Valuation metrics in perspective (Swedroe)

Underestimating the power of Compound Interest (Common Sense)

Watch what they do,not what they say (A VC)

AUM Growth is Hedge Fund’s # 1 Goal (CIO)

3 Letters-I P O- can kill your portfolio (DR)

Some stuff I am reading today morning:

Rakesh Jhunjhunwala on Samvat 2072 (Moneycontrol)

Govt announces FDI reforms in 15 sectors (ET)

Indigo makes strong debut on listing (FE)

Nehal Chopra’s Tiger Ratan Fund loses 2000 Crores (RJ)

My Equity Call now (Subramoney)

SPA Research:Sell Ashok Leyland (MyIris)

Are your forecasts better than random walk? (CFA Institute)

Right Place, Right Time (Irrelevant Investor)

Trend Following is Dead (Price Action Lab)

The rise of Airbnb’s full time landlords (Bloomberg)