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Linkfest: March 14,2017

Some stuff I am reading today morning:

Effect of BJP’s win on the markets (BL)

UTI AMC close to IPO (Mint)

Stay away from CL Educate IPO (MyInvestmentIdeas)

Lessons from Raymond Vs Bharat Patel fracas (MoneyLife)

How the Bangurs of Shree Cement salvaged a legacy (Forbes)

ShopClues’s Agarwal Vs Agarwal (ET)

Trump’s Trade Hammer (Bloomberg)

Markets defy Finance theory on Fed Hikes (Ben Carlson)

Why Good (Bad) Companies can be Bad (Good) investments (Aswath Damodaran)

Does past success change future returns? (Ivanhoff)

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TopClicks

Top Clicks on Alpha Ideas This Week

Post author By Raoji
Post date March 12, 2017
No Comments on Top Clicks on Alpha Ideas This Week

Here are the most clicked on items this week on Alpha Ideas :

The Bella Casa Song (AI)

Cartoon: Aditya Puri as a kid (AI)

Howard Marks meets the Indian consensus (AI)

Top 5 Holdings of Nalanda in India (AI)

Book Review: Bandhan, The Making of a Bank (AI)

The Vanishing Alpha of Large Cap Mutual Funds (AI)

How to be as rich as Rakesh Jhunjhunwala (Money Control)

Interview with Porinju Veliyath (Morningstar)

Chart: Nifty Inclusion is a Sell Signal (AI)

Equities Vs Others…not a slam dunk ! (AI)

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Links

Weekend Mega Linkfest: March 10,2017

Post author By Raoji
Post date March 10, 2017
No Comments on Weekend Mega Linkfest: March 10,2017

Some off beat reads for the long weekend:

Ambani has made the business world’s most aggressive bet (Economist)

The Amit Shah strategy in Uttar Pradesh (5Forty3)

Is it the end of the road for Maoists? (Rahul Pandita)

How long will the Trump Bull Market last (New Yorker)

Looking back on my journey from Bihar to US (Amitava Kumar)

Uber CEO Vs Uber Driver (Bloomberg)

The Dog Whistlers (Media Crooks)

Donald Trump’s worst deal (New Yorker)

The secret to material success (Forbes)

Seth Hukumchand’s 1919 Gold Daimler (TeamBHP)

Gossip: Shivpal Yadav’s tandav (Gossip Guru)

The changing Shillong (IQ)

Travelogue: Secrets of the North East (Nat Geo)

The 12 best chocolate shops in Paris (Lux Travel)

50 utterly unexpected facts about Japan (BrightSide)

Tags megalinkfest

Chart

Chart: Nifty Inclusion is a Sell Signal

Post author By Raoji
Post date March 10, 2017
1 Comment on Chart: Nifty Inclusion is a Sell Signal

Source:Ambit Research Report

Cartoon

Cartoon: Aditya Puri as a kid

Post author By Raoji
Post date March 10, 2017
6 Comments on Cartoon: Aditya Puri as a kid

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