Categories
Links

Linkfest: 24 July, 2018

Some stuff I am reading today morning:

IPO Review: HDFC AMC (Amit Jeswani)

Two wheeler stocks trade weak (BS)

Dr. Reddys fires hundreds (BL)

Interview with Rakesh Jhunjhunwala (ET Now)

Company Profile: Indigo Paints (Forbes)

Never take any cheque bounce incident lightly (FE)

3 Lessons from Jeff Bezos (Morningstar)

What is your outlook on the market? (Bill Miller)

Reminiscences of a Stock Trader (Fervent Finance)

Inflation in Venezuela expected to hit  1,000,000 % (Zero Hedge)

 

Categories
Observations

The Fastest Growing Listed AMC

Source: Investor Presentation of L&T Finance Holdings Ltd

Categories
Annual Reports

Welspun Enterprises: Learning from History

Source: Annual Report of Welspun Enterprises 2017-18

Categories
SME

Silly Monks: Me Angel with Your Money

Silly Monks Enterainment Ltd is a Hyderabad based Entertainment & Media Company with main focus in Digital Media Publishing.

It raised around 15 Crores via an IPO and got listed in Jan 2018 on the SME platform of NSE.

While raising funds from investors, it mentioned the following:

Yesterday the Company issued a press release that it is now playing the role of an angel investor and is investing in startups, unrelated to it’s core business !

 

Categories
Links

Linkfest: July 23, 2018

Some stuff I am reading today morning:

Govt cuts GST rates (DNA)

Circular on ASM Stocks (NSE)

Kotak Mahindra Bank: Rich Valuations (Mint)

25 years of Private Sector Mutual Funds in India (BL)

Cash and Portfolio Rotation (Rohit Chauhan)

Stock Analysis & the illusion of Control (Safal Niveshak)

Stay away from exclusive investing clubs (Subramoney)

A chart every investor should know (Irrelevant Investor)

Lessons & ideas from Ben Graham (Jason)

What makes a great investor? (Andrew Thrasher)