Categories
Links

Linkfest: 18 October, 2018

Wishing readers a very Happy Dussehra.

Some stuff I am reading today morning:

HFC Stocks in a tailspin (BL)

Spectacular Results by Reliance (Mint)

Mukesh Ambani, the new King of Cable (BQ)

Interview with Rajeev Thakkar (MC)

Can the CESC demerger unlock value for investors? (MC)

Air India sinking deeper (FC)

Stock Analysis: Mahanagar Gas (Dr Vijay Malik)

How to ensure stock market correction is not wasted (8020 Investor)

Haste makes Waste (Morgan Housel)

16 Different Ways to Invest in Real Estate (White Coat Investor)

Categories
Tweets

The Bunkum Logic of Latha Venkatesh

Categories
Observations

IIFL Wealth : One Way Ticket on Chennai Express

Source: Exchange Filings of IIFL Holdings Ltd

IIFL Wealth’s acquisition of a Chennai Based Co seems to be at absurd valuations.

Unlikely, the money will come back to IIFL shareholders !

 

 

 

Categories
Chart

Chart: FII Vs DII

Source: WhatsApp Forward

Categories
Links

Linkfest: 17 October, 2018

Some stuff I am reading today morning:

IT Dept to probe tax evasion via F&O trades (MC)

BSE-NSE turf war moves to commodities space (BL)

How India’s largest hedge fund deals with volatility (BQ)

How Mukesh Ambani shook up India’s telecom sector (BQ)

Stock Talk : IEX (Mint)

Rupee at 79 against the Dollar (FE)

PPF rate history of last 50 years (Basu Nivesh)

Saudi Arabia’s ‘Oil Weapon’ Option (BI)

When to stop chasing the ‘hot stock’  (Macro Tourist)

Buffett is the anti-thesis of capitalism (Tepper)