Categories
Links

Linkfest: October 30,2017

Some stuff I am reading today morning:

IDFC Bank,Shriram set to call off merger talks (ET)

11,000 Crores worth of IPOs this week (MC)

IPO Review: Mahindra Logistics (IPO Central)

Listing plans of the HDFC Group (Deepak Parekh)

Are the decks clearing for a RBI rate hike? (Mint)

Stock Talk: Godawari Power & Ispat (Niteen Dharmawat)

The biggest stock collapse in world history (Bloomberg)

Money for nothing (Seth Godin)

Bitcoin-Errors of Omission/Commission (Howard)

I Scam Yous (A VC)

Categories
Excerpts

The difference between Trading & Investing

Source: Aswath Damodaran

The difference between Trading (The Pricing Game) & Investing (The Value Game)

Categories
Chart MegaTrends

Mega Trend: India’s Junk Food Snacking

Source: Ambit Research

Categories
Links

Linkfest: October 26, 2017

Some stuff I am reading today morning:

PSU Bank bears get short squeezed (BL)

The Bond Market is the loser in the Govt’s recap plan (Mint)

The ambitious Bharatmala project (FE)

Insurance firms continue to disappoint (BS)

25 Years on,Indian Telephony at crossroads (Rajeev Chandrasekhar)

RCom to shut it’s 2G wireless business (ET)

Reliance Nippon Asset Management IPO (Subramoney)

The Bitcoin Boom (Aswath Damodaran)

Value Investing-Some Suggestions (Market Fox)

A funds flow theory for value & momentum investing (AA)

Categories
Observations

Ambanis: All in the Family

This news article about RCom shutting down it’s 2G wireless business has led me to observe that the Ambanis are a remarkable family.

Brahma: The Creator

Vishnu: The Preserver

Shiva:The Destroyer