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Links

Linkfest: October 23, 2017

Some stuff I am reading today morning:

GST rate structure needs complete overhauling (Mint)

Mutual Funds pump $12 Billion into Equities (BL)

How Cyrus Mistry was fired as Tata Chairman (Nirmalya Kumar)

Mohnish Pabrai is betting on realty stocks (RJ)

Some of our investing mistakes (Altais)

How we caught and dropped a 5 Bagger (Jatin Khemani)

Dalal Street: Surreal Expectations (OB)

The dangers of holding onto great stocks (Gannon)

When does a bubble become a bubble? (Pension Partners)

The Theory of Maybes (Morgan Housel)

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AlphaIdeas

Happy Diwali !!

Categories
Excerpts

Sanwaria Consumer: Name Change = MarketCap Change

Hat Tip: Nooresh

Source: Exchange Filings of Sanwaria Consumer

 

Categories
Excerpts

Is Bharti Airtel a Anari ?

Source: Kotak Research

This reminds me of Raj Kapoor’s old Classic:

Sab kuchh sikha hamane

Na sikhi hoshiyaari

Sach hai duniyaawaalon

Ke ham hain Anari

Translated

I learnt everything

But didn’t learn cleverness

Its true people

I am a fool

Categories
Links

Linkfest: October 18, 2017

Some stuff I am reading today morning:

Interview with Rakesh Jhunjhunwala (MC)

Indian Equity markets may need to swallow a bitter pill (S Rajah)

600 Companies line up $85 Billion of investments (ET)

IPO Review: Reliance AMC (S P Tulsian)

Bajaj Finance: Milking the Consumption Story (Mint)

Why India’s love affair with gold is here to stay (Quint)

How  D S Kulkarni is taking his fixed deposit holders for a ride (Ravi)

Advice for aspiring traders (Irrelevant Investor)

The winners of the new world redux (Macro Tourist)

Dividend Capture Strategy (Alpha Architect)