140 characters – here we go 1)Super high predictable growth 2)Moderate P/E 3 )Scale of opportunity 4) Sector tailwind 5) Management 6) ….. https://t.co/GN70bTCp1l
— Basant Maheshwari (@BMTheEquityDesk) June 7, 2017
Source: Axis Capital
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Natural Vs Artifical
Hat Tip: Haresh Nagpal
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Linkfest: June 12, 2017
Some stuff I am reading today morning:
Why India’s bad loan problem is really bad (Tamal)
IPO Review: Tejas Networks (SP Tulsian)
Time for the great PSU sell off has arrived (ET)
IPO listing time may be cut to 4 days (Mint)
Modi Govt boosts road building to 30 km/day (FE)
Jewelers to suffer GST pain (BS)
The sorry plight of the unprotected small investor (BL)
Differentiating business performance from stock performance (MC)
Technology is the new Macro (TRB)
No way out (Seth Godin)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked on items this week on Alpha Ideas :
Notes from the Sohn India Conference (AI)
Gurumurthy’s reply regarding NDTV-Chidambaram scam (AI)
Top 5 Holdings from Amansa (AI)
Ajay Piramal nails it (AI)
Anilbhai to list ADAG’s jewel (AI)
Portfolio of Mohnish Pabrai in India (AI)
80-90% of developers will shut down (Rediff)
The great Indian hope trick (Mobis)
Mumbai property prices plunge upto 40% (FE)
A case for selling MFIs/SFBs (AI)