Category: Links

Some stuff I am reading today morning:

Indigo’s IPO gets SEBI nod (ET)

3-4 Lakh Crore of NPA’s due to SEBs (FE)

The transformational story of Ajanta Pharma (Beyond Proxy)

Pathetic Corporate Governance at Birla’s Kesoram Industries (CM)

Sankaran Naren on Value Investing (VRO)

When to sell, what to sell (Bala)

ICICI Research:Buy Bajaj Finserve (MyIris)

What % of monthly income should my home loan EMI be? (Freefincal)

How “sticky” markets beat stock pickers (DR)

Another thing that worked in the past that won’t in the future (IFG)

Some stuff I am reading today morning:

National Highways to grow by 50,000 km in 6 months (ET)

Govt firm on labour reforms (Mint)

Team Lease files IPO papers (BS)

Case Study: Building Wealth via SIP in Mutual Funds (SI)

Which debt mutual funds to invest in (Vipul)

10 Best Small Business Ideas with Low Investment (MyInvestmentIdeas)

6 Lessons from David Tepper (Frank)

12 Things I’ve learned from Charlie Munger about risk (25IQ)

Is this the start of India’s gold confiscation? (Zero Hedge)

A brief rant about historic valuation (TRB)

Some stuff I am reading today morning:

Foreign Portfolio Investors are selling 100M$ every day (FE)

China is not a disaster (Akash Prakash)

Who needs GST? (Firstpost)

VG Siddhartha:India’s Coffee King (Outlook Business)

Modi proves cautious in fixing India Economy (Bloomberg)

ICICI Research: Top Stock Picks (RJ)

Patterned by birth (Irrelevant Investor)

The casual stock picker (Irrelevant Investor)

How the world’s biggest stock hedge fund stayed a secret (Moneybeat)

The most successful speculation ever (Daily Reckoning)

Some stuff I am reading today morning:

Piramal likely to buy IL&FS (ET)

Nifty back to 6000-6400! In Dollar terms (Nooresh)

Volatile markets spell trouble for IPO pipeline (Mint)

Lessons for investors in the turnaround story of Bata India (Beyond Proxy)

Could payment banks eat private banks’ CASA lunch? (Prof Varma)

Sovereign Gold Bond Scheme explained (Capital Mind)

Bose Committee on mis-selling financial products (Ajay Shah)

Prabhudas Lilladher Research:IDFC (MyIris)

Great Stocks Vs Great Businesses (Daily Reckoning)

Setting aside shame and blame in financial decisions (NYTimes)