Categories
Links

Linkfest: 23 August, 2018

Some stuff I am reading today morning:

CreditAccess Grameen to list today (MC)

Recent Rally- Sensex Vs Broader Market (Armchair Investing)

Saudi Arabia denies reports of scrapping Aramco IPO (CNBC)

SEBI should break its silence on NSE (Mint)

Only 25 Cr of illegal profit in co-location scam (BQ)

Why IDBI Bank will find recovery an uphill task (Rediff)

Bagrrys: Cereal Killer (Forbes)

Presentation: Changing dynamics of Chemical Industry (Value Pickr)

Buffett on Acquisitions (AM)

The privatization of Tesla (Aswath Damodaran)

Categories
Plug

Pre IPO: Merino Industries

Merino Industries is India’s largest laminates brand.

It’s  latest Annual Report can be obtained from here.

It’s valuations are much cheaper than listed players like Greenlam,Stylam etc

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

Categories
Links

Linkfest: 22 August, 2018

Some stuff I am reading today morning:

JP Associates may face insolvency proceedings (Quint)

Advent to buy majority stake in Manjushree (ET)

Air India crisis intensifies (BS)

Crunch time for RCom (Mint)

Vakrangee & the lost link (Forbes)

A hidden cost called Rented Suit Liability (Safal Niveshak)

A portfolio is not a plan (TRB)

Michael Burry on Risk (AM)

Investing Superstitions (Blaire Bell Curve)

People Vs Companies (Morgan Housel)

Categories
Excerpts

On Multi-Bagger Stocks

Source: Adrian Hernandez

Categories
Exchange Filings SME

Sheetal Cool: Parting Advice

Source: Exchange Filings of Sheetal Cool Products Ltd