Some stuff I am reading today morning:
Novak Djokovic and the art of patient investing (SafalNiveshak)
The JP Associates FCCB issue (CapitalMind)
Backtests aint worth the pixels they are written on (MarketSci)
Howard Lindzon 12 rules to invest and enjoy (TRB)
The unintended consequences of QE (FTAlphaville)
What became of Midas’s sons? (CassandraDoesTokyo)
Valuing the iPhone franchise (AswathDamodaran)
Some stuff I am reading today morning:
We pay 400000 Crores in bribe taxes every year (FirstPost)
A bandh for opening Vedanta’s Odisha refinery (BS)
Drug makers may have to tweak domestic business model (Mint)
Why are we obsessed with saving taxes? (OneMint)
Put Uruguay on your shortlist (DailyReckoning)
DE Shaw geniuses build their greatest model (DealBreaker)
5 Reasons you deserve to lose every penny in the market (BCLund)
Some stuff I am reading today morning:
National Pension Scheme & Taxation at maturity (Anand)
Applying behavioral finance to value investing (SafalNiveshak)
In slowing India, a fast growing star (WSJ)
HDFC warrant holders reap a windfall (ET)
Notes from the John Paulson crowd (TRB)
We are all anarchists now (DailyReckoning)
China,dollar,gold and a theory of relativity (FT)
Some stuff I am reading today morning:
Wedding bells for gold (Go2CIO)
Chidambaram’s challenge (Openlib)
Property VAT:Aam Admi caught in tussle (FirstPost)
Osama Suzuki’s war crimes moment (WSJ)
China’s lost decade (Bespoke)
Why investing is the world’s most difficult profession (Standerfer)
The Mongolia of America (DailyReckoning)
Some stuff I am reading today morning:
My experiences with deep value investing (ValueInvestorIndia)
How have LIC’s ULIP plans performed so far? (AnandKumar)
Why the gold standard is the world’s worst idea (BusinessInsider)
Merkel tries to calm storm over ECB Strategy (Reuters)
Save your money, it won’t work (TRB)
How Warren Buffett is different from most investors (Aleph)
Beta Arbitrage Strategies:When do they work and why (SSRN)