Source: CNBC
Source: CNBC
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Linkfest: March 31,2017
Some stuff I am reading today morning:
Insurance IPOs: Theme for 2017 (BS)
5 homegrown VC firms that are making a mark (Mint)
In focus: Tyre Stocks (ET)
In conversation with Hemendra Kothari (Morningstar)
Analysts are salesmen too (Subramoney)
Mudar Patherya: 5 Micro Cap Multi bagger Stocks (RJ)
How Kalyan Jewellers rose to international prominence (Forbes)
The gains no longer available to you (TRB)
Why your startup idea isn’t big enough (Medium)
Your financial goal: A Position of “F*** You” (Dystopic)
Written in 1984
[pdf-embedder url=”https://alphaideas.in/wp-content/uploads/securepdfs/2017/03/the-coffee-can-portfolio.pdf”]
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Chart: Paise Lo, Arms Do
Source: Bloomberg
One of the open secrets of the fund management business is the desire for stocks to have high prices at the year-end as this is used for measuring fund performance and hence the bonuses of the fund managers
Gokaldas Exports, which is approximately 40% owned by Blackstone, offers an amusing lesson
Yesterday, they made an announcement to the Stock Exchanges that they have uploaded a “Management Presentation” on their website.
The deck had this very interesting slide on Q4 revenues/profits…this on the last few days of Q4
The net result is that the stock has hit the upper circuit today.
Mission accomplished.