Category: Links

Some stuff I am reading today morning:

The remarkable story of D Anila Reddy (TOI)

How MF distributors earn their commissions (Mint)

Tata Teleservices 19 GSM licenses may be cancelled (BS)

How new drug policy impacts pharma and consumers (Firstpost)

Bearish bets on gold reaches a record (Bloomberg)

The unexpected antidote to procrastination (HBR)

Markets as theatre (InPursuitofValue)

Equity Risk Premiums and Stocks (AswathDamodaran)

One man beats it all on Tesla (Moneybeat)

14 attributes that make a good portfolio manager (Marketfolly)

Welcome to the hunting season (MediaCrooks)

Some stuff I am reading today morning:

PE firms may strike 820% profit on Just Dial IPO (ET)

JM Financial signs Vikram Pandit for banking entry (Mint)

Indian investors stay cool amidst plunge in gold prices (BusinessLine)

Aggressive traders should bet on high beta stocks (Moneycontrol)

When no news means information (Aleph)

The IPL farce (Mediacrooks)

Retirement or children’s education?(Subramoney)

Understanding inflation indexed bonds (OneMint)

Gold seen falling to $1100 per ounce in a year (Bloomberg)

The new normal is morphing into something else (Pimco)

Some stuff I am reading today morning:

Market Meltup takes Nifty to striking distance of new high (CapitalMind)

The fraud at Ranbaxy (Fortune)

How Prime Minister Manmohan Singh makes his money grow (ET)

Dholera’s 70000 Crore cure for investment famine (FE)

Why you should not invest in Just Dial IPO (Gaurav)

You don’t own a cycle ? (Subramoney)

Google figures out a simple way to send money-over email (Quartz)

Hedge fund manager loses 85% on actual bet (Dealbreaker)

Habits of the bear,bull markets (BigPicture)

Apple:News,noise and value (AswathDamodaran)

Some stuff I am reading today morning:

Akshaya Tritiya and the great Indian superstition industry (FirstPost)

LIC agents with bigger pay than Chairman (ET)

Tata Steel finally acknowledges its mistake (Mint)

Indian inflation slows to below 5% (WSJ)

Lehman’s bankruptcy worked out well for lots of people (Dealbreaker)

US Brokers go gray as youth unsustainable without cold calls (Bloomberg)

In soccer and investing, bias is towards action (Bucks)

Some new thoughts from Charlie Munger (InvestingNotebook)

The Cherry Coke effect (PsyFi)

Boring,diversified and tough to beat (CapitalSpectator)