Categories
Links

Linkfest: September 28, 2017

Some stuff I am reading today morning:

How Zee’s Subhash Chandra manipulated the markets (News World)

The economy is tanking (Yashwant Sinha)

What is the opposite of Acche Din? (Sucheta Dalal)

India likely to be a $6 Trillion economy in 10 years (Morgan Stanley)

Shareholders oppose IDFC-Shriram merger (Money Control)

Greedy pricing hits insurance listings (ET)

Mukesh Ambani’s speech at India Mobile Congress (BS)

Stock Talk: Tata Global Beverages (Value Investor)

The need for advice never goes away (TRB)

Saving money & running backwards (Morgan Housel)

Categories
Excerpts

L&T’s Naik : Economic Revival only in 2019

Categories
Excerpts

Hey Goldman Sachs, talk to your Mom !!

As per a Goldman Sachs report, local kirana stores are not the best format for India !

Smoking some awesome stuff…

Categories
AGM

Blackmailers at the RCom AGM

Pointing to a shareholder, Anil Ambani said his interventions led to a one-year delay on the plan to merge with Aircel and added that the company will be writing to the regulators to ensure such “blackmailers” are not allowed into such forums.

Ambani also wondered whether these delays are motivated, fielded by corporate rivals, or based on merits.

“We are not in any situation here to be tortured, tormented or blackmailed by anybody. We will do our best, we have various options.

-from Mint

Categories
Links

Linkfest: September 27, 2017

Some stuff I am reading today morning:

ICICI Lombard to list today (Mint)

This Value Picker doubles wealth every 2 years (ET)

HFCL : New bull market, old players, same shit (Money Life)

Industry Analysis: Luggage Industry (Equity Unravelled)

Why small businessmen in Gujarat are becoming financial speculators (Scroll)

Shareholders are super pissed off with Siddhartha of CCD (RJ)

Are your shares safe in your demat account? (Subramoney)

Ironman as a lesson for investors (DR)

Would you fire this fund manager? (Validea)

Value investing is dead,Long Live Value Investing (PragCap)