Categories
Links

Linkfest: October 04, 2017

Some stuff I am reading today morning:

Godrej Agrovet IPO opens today (MC)

IPO Analysis: IEX (SP Tulsian)

GIC’s 11,500 Cr IPO to hit next week (BS)

Why MFIs are struggling (ET)

What GST means for the jewellery sector (Mint)

Indian Banks’ failed collect call (Bloomberg)

How insider trading laws became a crook’s best friend (Prof Varma)

The secret to finding your next 100 bagger (Mohnish Pabrai)

The True Danger ahead (Macro Tourist)

On finding your purpose in investing (OfDollars&Data)

Categories
Cartoon

Next time you listen to a Market Guru

Survivorship Bias.

Categories
Excerpts

Kisi Nazar ko IKEA ka Intezaar Hai

Source: Annual Report 2016-17 SEPL

Categories
Plug

Pre IPO : HDB Financial Services Ltd

HDB Financial Services is the Financial Services arm of HDFC Bank.

It’s latest Annual Report can be downloaded from here.

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

Categories
Links

Linkfest: 03 October, 2017

Some stuff I am reading today morning:

SBI Life to list today (MC)

RCom readies for fire sale (Mint)

IPO fund raising scales new high (BS)

IPO Review: Godrej Agrovet (BL)

IPO Review: Indian Energy Exchange (MyInvestmentIdeas)

What happens when you investigate Adani (News Australia)

Stock Analysis: The curious case of HMVL (Ravichand)

How to profit from commodity & cyclical plays (Jiten Parmar)

4 Money Tips from 4 Personal Finance Legends (AOM)

The pleasure/happiness gap (Seth Godin)