Category: Links

Some stuff that I am reading today morning:

When you thulp stocks on greedy investors at inflated prices (CapitalMind)

Mystery of RCom’s missing towers (FE)

How will the defaulter tag play out for Mallya (BS)

10 things to consider before buying property (ET)

Over 3,000 Crore Rs of PE investments stuck in legal battle (Mint)

Size is the enemy of performance (CommonSense)

Information leaks and impact on price (AdamGrimes)

Gold adjusted for inflation (Crossing WallStreet)

Don’t invest without discipline (Swedroe)

You missed a 1 Trillion $ return if you agreed with the Fed naysayers (Bloomberg)

Some stuff I am reading today morning:

Grey IPO market shows signs of revival (ET)

Are telecom earnings projections taking Reliance Jio into account? (Mint)

PEs cash out in bull market (FE)

Equity schemes see Rs.5,400 Crore inflow in Aug (BS)

The fraud by Divya Book Company (CapitalMind)

The “Allocation Matters Most” Hypothesis (PragCap)

How Goli made Vada Pav a national snack (FirstBiz)

A profile of Jack Ma,the Alibaba founder (NYTimes)

Sector weightings as a way to identify equity bubbles (MorningStar)

Modi can’t swim (MediaCrooks)

Some stuff I am reading today morning:

Employees make big bucks from unlisted shares (ET)

Vijaywada set to witness real estate boom (FE)

IFC’s investments in India this year near $1 Billion (Mint)

USL probes loan to UB group and its associates (BS)

SAT order on NSE’s actions after the Emkay crash (AjayShah)

Health Insurance:The good,the bad and the ugly about family floater plans (FE)

I really want to crush the Efficient Market Hypothesis (PragCap)

Even bull markets aren’t easy (CommonSense)

New Howard Marks Memo:Risk Revisited (OakTree Capital)

Scottish ‘Yes’ vote could cause currency crisis (Telegraph)

Some stuff I am reading today morning:

The God of Crude Oil Trading (Bloomberg)

Equity MFs push new schemes (BS)

Are you making the most of your Employers Provident Fund? (ET)

Anatomy of a bull market (FreeFinCal)

Why Indians do not like to invest in equities (Subramoney)

Pay attention to stock markets of China and Russia (ShortSideOfLong)

The mystery of momentum (Swedroe)

Hold on to your gold: A supply shortage is coming (DailyReckoning)

30+ Years of Comparative Chart of Sensex,Fixed Deposit,Gold,Silver (WiseWealth)

Pet Canards (MediaCrooks)