Had the honor to present on SME Investing at the Intelligent Investor Forum.
My presentation:
[gview file=”https://alphaideas.in/wp-content/uploads/2018/11/SMEInvesting.pdf”]
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Linkfest: 26 November, 2018
Some stuff I am reading today morning:
Shocker at Yes Bank (Andy Mukherjee)
JSW Energy to set up e-Car plant (ET)
IT Department sells Cairn shares to recover dues (BS)
Penny stock entities under taxman’s lens (BL)
Liquidity is getting tight in Asia (BQ)
Did Naresh Goyal scupper the Tatas? (Rediff)
Stock Analysis: Motherson Sumi Systems (VIM)
What to look for in an annual report (Jana)
A View on Valuations (Stallion Asset)
The critical consequences of Culture (Insead)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Shankar Sharma Ki Bhavish Vaani (AI)
Worth Peripherals: Worthy Promoters (AI)
Sunil Hitech : Hitech Excuse (AI)
Piyush Goyal Vs Anil Ambani (Gossip Guru)
Valuing a Company over its life cycle (AI)
Ashiana Housing: Shoddy Work (AI)
Wake Up Call for FMCG (Shiva Kumar)
Why never buy a Tata Company (AI)
Mumbai realty faces harsh reality (Mint)
Tata Sons Board cautions N Chandra (ET)
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Weekend Mega Linkfest: 22 November, 2018
Some off beat reads for the long weekend:
The Day of the Drone (Open)
How Facebook brought political trickery to Tech (NYTimes)
Mexico’s mass graves (Mens Journal)
Yemen & global warming (ATimes)
Trump’s love affair with Saudi Arabia (Atlantic)
Organised Crime in UK (Guardian)
Becoming Anne Frank (Smithsonian)
My letter to a nightclub (Brown Girl)
Piyush Goyal Vs Anil Ambani (Gossip Guru)
Nur & The Koh-i-Noor (MC)
Deng Xiaoping in France (SCMP)
The genius and patriot that was C V Raman (Ratnakar Sadasyula)
Not one fellow has new ideas (J Mathrubootham)
Mountaineering: A rescue at 8,000 metres (Mint)
Ayodhya Diary (HP)
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Linkfest: 22 November, 2018
Some stuff I am reading today morning:
Half of India’s ATMs may close down (MC)
SEBI begins probe into DSP Mutual Fund (Mint)
Patanjali hits a sales road block (BQ)
Satta market on the State Elections (FC)
Xiaomi’s massive India Plans (CNBC)
Interview with Guy Spier & Mohnish Pabrai (ET Now)
Munger on Economics & Economists (AM)
Steve Jobs on Companies (BI)
Timing the Market (Michael Batnick)
Bleeding (A VC)