Category: Links

Some stuff I am reading today morning:

Savvy investors make big gains in REC OFS (ET)

What does Moody’s know that India Inc does not? (Mint)

Jack Ma and India’s e-Commerce mirage (BS)

Effects of the new Real Estate Bill (Big Investor)

Risk Ladder for Equity Mutual Funds (FreeFinCal)

Trading CNX Nifty:First trade of the month (Portfolio Yoga)

FirstCall Research: NMDC (MyIris)

Average returns are exceedingly rare (Big Picture)

Spotting lies and the lying liars who layer them (FT)

China bears on wrong end of $4 Trillion rally (Bloomberg)

Some stuff I am reading today morning:

REC share sale gets over subscribed over 5.5 times (Mint)

Higher e-auction coal sales to boost profitability for Coal India (BS)

Mudra Bank-New regime,old philosophy (BS)

VRL Logistics IPO-Should you invest? (MyInvestmentIdeas)

Prabhudas Lilladher Research: L&T (MyIris)

Darr @ The Mall (Outlook Business)

Why your home loan interest rate is not falling (Capital Mind)

Playing defense in the stock market (Felder Report)

A new equilibrium for oil prices (Daily Reckoning)

How much can dual momentum increase your returns? (Quant Investing)

Some stuff I am reading today morning:

REC-Offer For Sale TODAY (OneMint)

The reasons for REC’s low valuations (Mint)

Top 10 Stock Picks for this fiscal year (ET)

Review: LIC’s Jeevan Lakshya Plan (BeMoneyAware)

Stock Analysis: Kitex Garments (Jana Vembunarayanan)

Are Emerging Markets even an asset class anymore? (CommonSense)

Mohamen El-Arian explains why he is “mostly in cash” (ZeroHedge)

Notes on Deflation From Tokyo (Daily Reckoning)

The real point of active investing (Think Advisor)

Warren Buffett on behavior (Farnam Street)

Some stuff I am reading today morning:

Open Letter to Sonia Gandhi on Land Acquisition (Jerry Rao)

Govt to sell stakes in REC,PFC (ET)

OMCs headed for sharp rise in profits (BS)

Mutual Funds Tax Reckoner for FY2015-16 (OneMint)

Sharekhan top picks for April 2015 (RJ)

Nomura Research Report: HCL Tech (MyIris)

Creativity and Investment performance (Forbes)

What you can’t learn from your heroes (CommonSense)

How criminals built capitalism (Bloomberg)

Why paying for financial advice makes sense (NYTimes)

Some stuff I am reading today morning:

Full Notes of Charlie Munger 2015 Daily Journal Meeting (ValueWalk)

IFSC at GIFT city to be operationalised within a year (BS)

Key takeaways from Modi’s RBI speech (Firstpost)

Remembering Narasimha Rao (Mint)

Learning from the greatest trade ever (Insecurity Analyst)

When should I exit my mutual fund investment (FreeFinCal)

Edelweiss Research:Mid-Cap Marvels (RJ)

A dozen things I’ve learned from Lou Simpson about investing (25IQ)

Dealing with low interest rates (Aswath Damodaran)

As bad a strategy I can think of (Swedroe)