Category: Links

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Linkfest:August 10,2015

Some stuff I am reading today morning:

The positive feedback loop is broken (TRB)

MNC Stock premiums double in 5 years (BS)

Rich PSUs asked to submit IPO plans (MoneyControl)

How to claim tax breaks if you are self-employed (ET)

3 Edges to beat Mr.Market (Jana)

Stock Review:Hindustan Media Ventures Ltd (Dr.Vijay Malik)

Nirmal Bang Research:Vaibhav Global (RJ)

Apple is destroying the traditional watch market (Bloomberg)

On DCF Valuations (Aswath Damodaran)

GMO’s Grantham:Markets ripe for a decline in 2016 (Climateer)

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Links

Weekend Mega Linkfest:August 07,2015

Some off beat reads for the weekend:

What lies behind the incredible rise & rise of Bharti Airtel (Wire)

Essar’s industry of influence (Caravan)

Sonia Gandhi:India’s most vicious politician (Media Crooks)

Sanjiv Goenka steps into the limelight (Forbes)

How Radhe Maa wore a mini skirt (DailyO)

On the Aarushi case (Jai Arjun)

My 51 years at Fortune magazine (Carol Loomis)

A Napa Valley in China (CS)

Auto Review:Our Hyundai Creta Diesel (Team BHP)

Nitish Kumar:Caught in the DNA web (OpIndia)

When does one say ‘No’ to business? (Subroto Bagchi)

Get Fare Estimates for Uber Taxis on Twitter (Labnol)

The bureaucrats who singled out Hiroshima for destruction (Atlantic)

Mumbai after Yakub’s hanging (Open)

Does the Congress party owe India reparations? (Newslaundry)

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Links

Linkfest:August 07,2015

Some stuff I am reading today morning:

Govt to divest stake in 5 Companies (Bloomberg)

Top investors pile into Uniply Industries (RJ)

The battle for control of the 500 Crore Ashapura empire (Mumbai Mirror)

Nomura Research:Buy Hero MotoCorp  (MyIris)

Why the ‘100 minus age’ rule doesn’t work (BL)

The 5 best ways to waste money (Scott Fearon)

Where is gold headed? (Daily Reckoning)

Saudi Arabia may go broke (AFR)

How to replicate private equity with leveraged small cap stocks (Alpha Architect)

60 Value Investing Resources (Old School Value)

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Links

Linkfest:August 06,2015

Some stuff I am reading today morning:

Midcap stocks heading for a crash? (ET)

Why oil prices are falling again (Quartz)

The learnings of JustDial’s Mani (Mint)

HDFC Research:Bharti Airtel’s outlook remains grim (MyIris)

Deciding on asset allocation for a financial goal (FreeFinCal)

4 Ways to beat Investment Stress (VRO)

Top 10 Market Indicators of Economic Development (Bill Bonner)

How to save more (Mulloly)

Guess how to blow $1.5 Billion (Forbes)

For Commodities,it is 2008 all over again (Zero Hedge)

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Links

Linkfest:August 05,2015

Some stuff I am reading today morning:

3 Reasons why RBI did not cut rates (ET)

How Modi showed India Inc. its place (Bloomberg)

Depressing earnings of Nifty companies (Capital Mind)

What I learnt from Geico (Sanjay Bakshi)

Notes from the Bajaj Auto AGM (Ankur Jain)

The lessons of Lanco Infratech (Mint)

Confusing what just happened with what happens next (Barry)

Why financial markets have become a world of illusion (Chaitanya Dalmia)

Why the government hates gold (Bill Bonner)

The story that dividends tell (VRO)