Category: Links

Some stuff I am reading today morning:

India Infrastructure: Built on debt (FT)

Ambit: The Indian economy is under real distress (MoneyControl)

How does RBL Bank stack up? (Mint)

Basant Maheshwari shuts down his subscription service (RJ)

Nomura Research Report: Reliance Industries (MyIris)

VLS Finance:A cheap proxy for Relaxo Footwear (Gaurav)

Misconceptions about frugality (FreeFinCal)

How to spot crowded trades (Bloomberg)

Why Buffett may need a weak Board to prosper (MarketWatch)

Exploiting expectation errors to make money in the markets (AA)

Some stuff  I am reading today morning:

Why many professional investors don’t make any money (Mint)

How Stanchart cheated a Kolkata doctor (Moneylife)

SEBI halves IPO timeline to 6 days (BS)

How stock brokers are diversifying into new businesses (ET)

Its the quantum that is important (Prashant)

HDFC Research Report:Bank of Baroda is a bargain (MyIris)

Facebook is now worth more than Walmart (Quartz)

The loneliness of the short seller (NYTimes)

About booms,bubbles and busts (Ivanhoff)

Secrets,specialization and competition (Daily Reckoning)

Some stuff I am reading today morning:

Is the worst over for the markets ? (BS)

Greece Capitulates (Zero Hedge)

The “gas”tly story of Reliance Gas Transportation Infrastructure (Scroll)

Nestle: It’s reputation is 100 times more than Govt of India (ET)

The humbling of Jagdish Khattar (Mint)

Motilal Oswal Research Report:Tata Motors (MyIris)

Calling tops and bottoms (Irrelevant Investor)

When ordinary beats extra ordinary (Common Sense)

Dividend stocks and value investing (Alpha Architect)

10 Charts:The Sad State of the Financial Web (Fund Reference)

Some stuff I am reading today morning:

Loans against property: A time bomb? (Mint)

Who said inflation is down? (BL)

Havells:A turnaround situation? (Tankrich)

How much does the Maggi controversy hurt Nestle? (Capital Mind)

ICICI Securities Research: Bata India (Myiris)

GEPL Capital:Top 10 Value Stock Picks (RJ)

Some investing tips (Subramoney)

Automated Stock Analyzer (FreeFinCal)

Howard Marks:The Uncomfortably Idiosyncratic Billionaire (ValueWalk)

Michael Bloomberg’s $9 Billion Identity Crisis (Politico)

Some off beat reads for the weekend:

Blowing the whistle on manipulation in NSE (Moneylife)

Lalit Modi:The Cost of a Fugitive (Open)

Mercedes’ road back to Number 1 (Forbes)

The evil genius behind Europe’s migrant crisis (Newsweek)

Modi Magic (Newslaundry)

10 Articles that celebrate the genius of Rahul Gandhi (Unreal Times)

Omnipresent Sikh Rage Guy (BuzzFeed)

Auto Review: 2015 Audi Q3 (Team BHP)

The endgame in Greece (Jeffrey Sachs)

eCommerce Marketplaces:Curse or Opportunity (Rodinhoods)

The farce behind Morsi’s death sentence (New Yorker)

Obituary:Charles Correa (Outlook)

Gossip: How Modi handled Navin Jindal (GossipGuru)

Mohnish Pabrai’s bet on Rain Industries (Outlook Business)

The boy named Jihad (Atlantic)