Categories
Links

Linkfest: 11 April ,2019

Some stuff I am reading today morning:

Troubles in FMPs (Mint)

Whistle Blower alleges Deloitte fudged IL&FS accounts (MoneyLife)

Stock Talk: Godrej Agrovet (BS)

Mutual Fund SIP collections up 38% in FY19 (MC)

Interview with Siddharth Sedani (ET)

Shivinder Singh misled SC about ‘Sanyas’ (BT)

The stocks manage themselves (Common Sense)

Lessons from 5 Crashes (Humble $)

When Gambling seems like a good investment strategy (NY Times)

On the ‘Spend Dividends Only’ strategy (Retirement Cafe)

Categories
Tweets

IMF: India is the Fastest

Hat Tip: Syed Akbaruddin

Categories
Chart

Kotak : CASA Champion

Source: Antique Research
Categories
Tweets

Mumbai Local Investing Lesson

Categories
Links

Linkfest: 10 April, 2019

Some stuff I am reading today morning:

Vodafone Idea’s 25,000 Cr Rights issue opens today (FE)

Mukesh Ambani’s real estate plans (ET)

Why Ola turned down a $ 11 Billion deal with Softbank (BL)

22 Companies to watch out for (Morgan Stanley)

India is winning (Monika Halan)

The story of Astral Pipes (Forbes)

Company In Focus: Bharti Airtel (OB)

Four Observations (Seth Klarman)

How to use ‘Reverse Market Cap’ to generate excess returns (AM)

How Good Science can weed out Bad Managers (Institutional Investor)