Source: FY2017-18 Annual Report of Kotak Mahindra Bank
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Linkfest: 15 June, 2018
Some stuff I am reading today morning:
Sector: Hotel Stocks (MC)
Emerging Markets lose favour (Mint)
NSE to list this year (BL)
Carlsberg should pour that IPO now (Quint)
Secret Diary of Deep Kalra (OB)
End of the road for MobiKwik? (ET)
The business of the FIFA World Cup (CNBC)
What lunch with Buffett taught me (Guy Spier)
Your risk tolerance is an illusion (Financial Samurai)
Repeating themes (Morgan Housel)
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CLSA : Uncanny Coincidence
Source: CLSA research report on ICICI Securities
Now the coincidence
CLSA was the lead manager for the ICICI Securities IPO which was issued at 520 Rs/share !
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2 Fund Managers on 1 Page
Page is over-priced unless govt makes it compulsory to wear 2 underwears, like superman 🙂 https://t.co/OVTovP99Lq
— Porinju Veliyath (@porinju) August 14, 2015
No regrets as we made our returns elsewhere but I pity those caretakers of value investing who said that Page at Rs 10k was discounting the Govt. making it mandatory for everyone to wear two underwear. It’s price of 26k have sent those crystal ball gazers into long hibernation.🤫 https://t.co/9NqIOroknI
— Basant Maheshwari (@BMTheEquityDesk) June 13, 2018
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Linkfest: 14 June, 2018
Some stuff I am reading today morning:
Fed raises rate, signals more hikes (Quint)
Layoffs at Tech Mahindra (MC)
Govt clears HDFC Bank’s fund raising plan (ET)
Real estate lessons from Greater Noida (Mint)
Bosch in India (Fortune)
Startup: Droom (Forbes)
Netflix Vs Rest of Media (CNBC)
Why momentum investing is a contrarian approach (Ivanhoff)
The Valuation Obsession (A VC)
Will you leave an inheritance? (Subramoney)