Categories
Links

Linkfest: 12 June, 2019

Some stuff I am reading today morning:

Auto Sales fall 21% in May (Mint)

Former CEA questions GDP data (MC)

IL&FS probe reveals more shady deals (ET)

Modi 2.0 to focus on labour reforms (BS)

Sector Focus: Road Construction Companies (Ventura)

EV Switchover deadline is foolhardy (Rajiv Bajaj)

2000 Cr Ponzi scam in Bangalore (Money Life)

Criteria for Liquidations (Walter Schloss)

Operational Momentum (Irrelevant Investor)

Investing as a hobby (David Schawel)

Categories
ForecastingFolly

Forecasting Folly: Sintex Plastics Edition

Dalal Street’s Finest had a touching faith in the management and business of Sintex Plastics as can be seen from below:

Today the Stock Price became single digit

Forecasting Folly, anyone ?

Categories
Observations

Yes Bank : Ek, Do, Teen

Ek:

Source: Exchange Filings of Yes Bank

Do:

Source: Exchange Filings of Yes Bank

Teen:

Source: Moodys

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Image

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Categories
Links

Linkfest: 11 June, 2019

Some stuff I am reading today morning:

Blackmailing IndiaBulls (BSE)

New NPA Circular of RBI (MC)

Can of worms opens at J&K Bank (ET)

Essel Group races to meet dues deadline (Mint)

Yes Bank continues to fall (BS)

Govt Bonanza for Hester Biosciences (BSE)

Sterlite Copper’s Woes (Forbes)

The Re-Death of Value (Larry Swedroe)

A Portfolio Strategy for 30 year retirements (Retirement Field Guide)

Seven to Ten years (A VC)