Categories
Links

Linkfest: August 28, 2017

Some stuff I am reading today morning:

2000 Crores of IPOs in September (Mint)

FPI’s pull $2 Billion out of equities in August (ET)

India’s Big Bad Banks Idea (Bloomberg)

Investors are rushing into MF Equity (BL)

Over analyzing is dangerous (Subramoney)

Latest Investor Letter from Saber Capital (Saber)

Testing profitability of trading rules (Alpha Architect)

Why I hate auto loans (RetireBy40)

Stop frugality from leading to lifestyle deflation (FS)

9 things you should pay top $ for (Art of Manliness)

 

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Infosys Whistle Blower Letter (AI)

Forecasting Folly- Goldman Sachs Edition (AI)

Converting to Rs.1,000 to Rs.65,00,000 (AI)

Caution for Birla MF Investors (MF Critic)

Portfolio of Atyant Capital (AI)

How Raamdeo Agrawal made a killing in unlisted scrips (AI)

CanFin Vs Repco Vs Gruh (Tankrich)

Thoughts on Wonderla Holidays (Ravichand)

Adani – The man noone wants to write about (Newslaundry)

Notes from Shakti Pumps Management Meet (Amit)

Categories
Letters

Infosys Whistle Blower Letters

Note: The source of these letters is a WhatsApp forward and as such is unverified

[pdf-embedder url=”https://alphaideas.in/wp-content/uploads/securepdfs/2017/08/Infy.pdf”]

Categories
Links

Weekend Mega Linkfest: August 24, 2017

Some off beat reads for the long weekend:

Rajnikanth’s cult following in Japan (SCMP)

Why Narayan Murthy needs to relearn rules of the Murthy Doctrine (Rama Bijapurkar)

Dateline Xinadu (Outlook)

How the US can pressure Pakistan (Atlantic)

The Triple Talaq Judgement (Irfan Habib)

Drones and UAV swarming (IDR)

How a shadowy Imam created the Barcelona terror cell (NYTimes)

Life in Damascus (Guardian)

Carl Icahn’s failed raid on Washington (New Yorker)

In India, education is just a line in the bio-data (J Murali)

Do owning Holiday Homes make any sense? (Team BHP)

Startup Story: Unocoin- a Bitcoin market place (YS)

Spoof: American soldiers could thrive in Afghanistan (Onion)

Short Story: Twice Born Place (IQ)

How Aamir became fat (Rajeev Masand)

Categories
ForecastingFolly

Forecasting Folly- Goldman Sachs Edition

Hat Tip: Ujwal

Dalal Street’s finest at Goldman Sachs are giving price targets based on FY23E EPS and P/E !