Categories
Links

Linkfest: 12 December, 2019

Some stuff I am reading today morning:

S&P could lower sovereign rating (FE)

What awaits cash starved Yes Bank? (ET)

Nippon Express takes stake in Future Supply (BS)

Inox Leisure stocks looking at the bigger picture (Mint)

No Fed rate hikes in 2020 (CNBC)

Swiggy’s cloud kitchen’s bet pays off (Forbes)

Lessons from T Rowe Price (Rational Walk)

The weakness of various value metrics (Validea)

The Butter Thesis (Nick Grossman)

Ben Graham’s overarching investing lesson (Michael Mauboussin)

Categories
Chart NBFCs

Danger Ahead

Source : Crisil

Categories
Chart NBFCs Presentation

NBFCs – Growth Outlook

Source : Crisil

Categories
InvestorPresentations NBFCs

NBFC Asset Quality Outlook

Source : Crisil

Categories
Links

Linkfest: 11 December, 2019

Some stuff I am reading today morning:

No turnaround at SBI (FE)

Stakes get higher at OYO (Mint)

6 Questions for Motilal Oswal (Morningstar)

BSE Mutual Fund Platform getting dominant (BL)

How Amazon has thrived in the Indian markets (Forbes)

Markets- Maddening yet marvellous (Anand Sridharan)

How K Ganesh & Meena Ganesh invest their money (OB)

Commodity Performance in the last decade (RCM Alternatives)

Why is Warren Buffett sitting on $ 128 Billion in Cash? (Value Walk)

Only the hits (Seth Godin)