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Infographic: US $ Vs Bitcoin
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Linkfest: November 23, 2017
Some stuff I am reading today morning:
Supreme Court slams Jaiprakash Associates (FE)
Income Tax Act set for overhaul (Mint
Tweaks in IBC code to block wilful defaulters (BS)
SAIL raises its game (Quint)
Anil Agarwal: India’s mine sweeper (Forbes)
The year of living dangerously (TRB)
Grandma’s bond portfolio is in trouble (Macro Tourist)
The Uncertainty Principle in markets (Pension Partners)
The importance of expectations in investing (Validea)
When tail risk isn’t tail risk (PragCap)
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Biyani launches Retail 3.0
Can change India’s retail landscape.
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HEG & Graphite: Red is flashing
Cyclicals: Investor interest max in red zone->research reports start appearing. They value using PE or EV/ EBIDTA on up-coming yr earnings. Worst way 2 value such business! 8x FY19 EBIDTA might turn out 2 b 20x FY20/21. There r Better ways 2 value pic.twitter.com/pGtKQdhqz8
— Deepak Kapur (@tapak7) November 22, 2017
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Linkfest: November 22, 2017
Some stuff I am reading today morning:
Spin Gold from spinoffs (Mohnish Pabrai)
WhatsApp Leak : SEBI, bourses checking trade details (MC)
Railways to sell 30,000 kms of railway lines (ET)
Kishore Biyani unveils Retail 3.0 (Mint)
When Billionaire Brother’s Bonds decouple (Quint)
Lindy Effect of Unilever Nepal (Amit)
Know your BRLM-Axis Capital (FirstChoice IPO)
Stay away from HDFC Housing Opporunities Fund (Vipin)
Why Uber is the revenge of the founders (Steve Blank)
Lessons from the decline of GE stock (Independent Advisors)