Some stuff I am reading today morning:
Diversified random portfolio beats the benchmark (Nooresh)
Bandhan Bank files for IPO (Mint)
Interview with Arjun Divecha (ET)
New H1 B visa bill has IT industry worried (BS)
Chasing Stocks- 2018 (Bala)
The murky inconsistencies of Axis Hybrid Fund (MF Critic)
Presentation: Momentum Investing (Mystic Wealth)
Highest returns come in the beginning of bubbles (PAL)
Research: Market Timing, Sin a Little (Cliff Asness)
Upside Risk Management (Common Sense)
Last year, I had made a resolution to read at least one non-fiction book in a week.
I was able to meet my target not wholly or in full measure, but very substantially.
Was able to read 42 books…the book reviews can be found here
I intend to follow this resolution this year also…think it will broaden my horizons to read non-finance books also.
Here are the most clicked items on Alpha Ideas this week:
Negative Working Capital Companies (AI)
Chart:The coming boom in steel (AI)
How ICICI Bank screwed it’s customers (Wire)
EPC Comparison: Working Capital Management (AI)
Portfolio of Manoj Modi (AI)
GNFC Shareholders: Time for caution? (AI)
My learnings in 2017 (Amit Jeswani)
Nifty target of 20,000 by…. (Vijay Pahwa)
The most expensive real estate in Mumbai (AI)
12 High Conviction Stock Ideas for 2018 (ET)
Some off beat reads for the long weekend:
What’s it like to become a crypto currency millionaire (NYMag)
How Obama let Hezbollah off the hook (Politico)
Who killed Benazir Bhutto? (Dawn)
The Oxford Degree that rules Britain (Guardian)
Meet Alex, the Russian Casino Hacker (Wired)
Recalling Singapore’s forgotten unions (ATimes)
The Warlike Bodhisattvas (Open)
The Englishman who stayed back as a judge in India (Scroll)
Letter from India: The Newlyweds (Harpers)
How an Isuzu car buyer got screwed (MC)
Maiden trip to Arunachal Pradesh (TeamBHP)
Tamasha: Transformed but still travelling (Rural India)
Mt. Everest Deaths: Deliverance from 27,000 feet (NYTimes)
My runaway mother (Tia Basu)
In Photos: Living with a ‘Love Doll’ in Japan (WP)
Source: Amit Kumar Gupta
