Categories
Links

Linkfest: 11 April, 2018

Some stuff I am reading today morning:

Realty investors find it tough to resell homes (Mint)

The turnaround of Tata Motors (Rediff)

Manipal sweetens offer for Fortis Hospitals (BS)

The Piramals’ three pronged realty strategy (Forbes)

Laurus Labs: Inflection Point (OB)

On managing risk (TRB)

Don’t use the 200 Day Average as a Sell Signal (Ben Carlson)

When Cash is King (Pension Partners)

Gold on the verge of a “1000 $ breakout” (Gundlach)

Why even bother to think about strategy? (Seth Godin)

Categories
Chart MegaTrends

Mega Trend: Indian Equity Brokerage Industry

Source: DRHP filings of ICICI Securities Ltd

Categories
SME

Chalti Ka Naam Gaadi

Source: DRHP Filings of Power & Instrumentation (Guj) Ltd

Categories
SME

Bombay Hybrid Seeds: All in the Family

Source: DRHP filings of Bombay Hybrid Seeds

Amusing to see how Promoter remuneration and expenses are galloping and account for a significant 40% of overall employee costs.

Categories
Links

Linkfest: 10 April, 2018

Some stuff I am reading today morning:

The story of Mankind Pharma (ET)

ICICI Bank faces questions from key shareholders (Mint)

Shika Sharma: A stormy entry and a stormy exit (Quint)

Deepak Kochhar: The man in the muddle (Rediff)

Interview with Udayan Mukherjee (MC)

Large bonuses at Mutual Fund houses (BS)

Trust a Broker’s report? (Subramoney)

Pitch Deck alternatives (A VC)

Fund management business=Investing skills+Communication skills (Morgan Housel)

3 Signs you are one of Wall Street’s suckers (DR)