Categories
Links

Linkfest: March 10,2017

Some stuff I am reading today morning:

Notes from DMart’s Prospectus (2Point2Capital)

How to take advantage of ‘March Phenomenon” of Mutual Funds (FE)

Is the IPO market delinked from the secondary market? (BL)

Video: GST will halt economy for 3 months (CNBC)

Auction looms over debt laden GVK group (ET)

Did Taurus MF conceal the BILT downgrades? (MF Critic)

Is mindless investing dangerous? (Subramoney)

Does Buffett not understand risk adjusted returns (Bloomberg)

Is being good the secret to being great? (Morningstar)

Free Book-Stories for Children inspired by Buffett & Munger (SN)

Categories
Songs

The Bella Casa Song

(To be sung to the tune of Pink Floyd’s Money)

Money, get away
Float a SME IPO and you’re O.K.

Money, it’s a gas
Grab that cash with both hands and make a stash

Its so easy, learn from Guptajee
Listed a Co called Bella Casa on the BSE

Priced the IPO at Rupees Fourteen
Just a few months back in Sept Two Thousand Fifteen

No one cares for P/E,P/B you see
Whats some money for fans of Guptajee

Co is doing ok, still alive
But the stock price is up times five

Now adding some mystery to this mix
Guptajee buying his own shares at Rupees Eighty Six

Putting in IPO proceeds more than times two
His company was so valuable, who knew

Adding some fun to this saga
Come Charandeep Singh & Varun Daga

From Girik.Strike a Bell?
They have taken some warrants as well

Money, get away
Get pally with a SME promoter and you’re O.K.

Money, it’s a gas
Grab that cash with both hands and make a stash

Categories
MutualFunds Sellside Research

The Vanishing Alpha of Large Cap Mutual Funds

Source:Ambit Research Report

Categories
Chart

Equities Vs Others….not a slam dunk !

Hat Tip: Manoj Nagpal

Categories
Links

Linkfest: March 09,2017

Some stuff I am reading today morning:

Retail investors must avoid DMart IPO  (Money Control)

Domestic Equity inflows could double to $55 Billion (ET)

Interview with Porinju Veliyath (VRO)

Qatar Airways to start airline in India (Mint)

Chef turns Airline Chief in India (Quint)

Kingfisher & SpiceJet-A study in contrast (Forbes)

Manu Parpia heads for the exit in Geometric Software (OB)

Market Dynamics are Changing (Subramoney)

When does the water get hot? (Seth Godin)

A clinical test of 5 “Smart Beta” factors (FT)