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Chart: Road Stocks turning favourite
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Linkfest: December 15,2017
Some stuff I am reading today morning:
GE ties up with Tata for defence (BS)
Interview with Neelkanth Mishra (ET)
Why OMC shares lack fuel these days (Mint)
Will exit polls give fillip to Gujarat stocks? (BL)
A twist in the crypto currency tale (TRB)
Different people hear differently (Seth Godin)
10 Questions: Todd Combs (Vires)
IDGAF > FOMO (Prag Cap)
A 2018 Prediction: More Fintech (Howard)
The 12 signs a cheap stock is a value trap (Bloomberg)
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Pre IPO: Kurlon Enterprises
Kurlon Enterprises is India’s largest mattress company.
It was recently in the news for it’s stake sale to PE firms
A very limited quantity of its shares are on offer for sale.
Kindly note that you need a NSDL demat account to avail this offer.
For those interested,please email me at Alpha Ideas
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Who invested in SME IPOs ?
Who invested in SME IPOs?
Ramesh Damani – Vadivarhe Speciality
Madhu Kela – Iris Business Services
Porinju – RM Drip Irrigation
Goldman Sachs India Head Vijay Mohan – RKEC
Sunil Singhania – ANI Integrated
Yes Bank, HSBC Midcap Fund, Jaspal Bindra – One Point One Solutions https://t.co/FSjy73GmNS— Varinder Bansal (@varinder_bansal) December 14, 2017
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Linkfest: December 14, 2017
Some stuff I am reading today morning:
US Fed goes for 25 bps rate hike (Mint)
How 2017 became a blockbuster year of IPOs (ET)
BJP will win Gujarat elections (Surjit Bhalla)
The one big hurdle in India’s road opportunity (Quint)
Flipkart completes $ 100 Million ESOP purchase (MC)
Interview with Sam Zell (Forbes)
Solving hard problems with simple ideas (Morgan Housel)
Eggs,baskets and the Wisdom of Solomon (Robin Powell)
Financial lessons from General Ulysses Grant (Irrelevant Investor)
What causes asset bubbles? (Zero Hedge)