Categories
Links

Linkfest: December 19,2017

Some stuff I am reading today morning:

Toyota eyes India for its electric vehicles (ET)

Bitcoins: IT Department to issue notices (Mint)

IPO Review: Astron Paper (S P Tulsian)

Nandan Nilekani: Mr.Congeniality (Forbes)

Dr.Devi Shetty: Healthcare’s change agent (Intelligent Fanatic)

Best Idea Wins (CS)

Investing in a world of over priced assets (Jeremy Grantham)

8 Great ways to spend money (White Coat Investor)

Small Gains+Large Risks=Terrible Results (Tony Isola)

One rule of investing that has served us well (Einhorn)

Categories
Observations

Jyoti Structures: Keeping investors in the dark

Jyoti Structures is hitting the Upper Circuit in the last two days.

It was in the news recently for getting a bid from a bunch of HNI investors for taking over the company under India’s Insolvency and Bankruptcy Code.

What is strange is that this key development, which has the potential to wipe out existing shareholders, has not been reported to the stock exchanges

Quite ironic that investors are being kept in the dark when the name of the company is Jyoti i.e. Light

Categories
Tweets

Copy Paste Fail – SEBI Edition

Categories
Chart

Chart: India is in a sweet spot

Categories
Links

Linkfest: December 18, 2017

Some stuff I am reading today morning:

Foreign funds flock to Indian markets (BS)

IPOs so high, but fresh capital so low (Mint)

Now, MFs anchor IPOs on SME platform (BL)

Interview with Neelesh Surana (Morningstar)

Stock Talk: Deepak Nitrite (Dolly’s Best Picks)

The ‘Free Lunch’ Portfolio (Mohnish Pabrai)

Bill Nygren on Value Investing (Calm Investor)

Jim Simons-The Numbers King (New Yorker)

How Paul Singer’s hedge fund always wins (Fortune)

The resulting fallacy is ruining your decisions (Nautilus)