Categories
Links

Linkfest: July 28, 2017

Some stuff I am reading today morning:

Interview with Basant Maheshwari (ET)

Instagram is tipping off India’s Taxman (Bloomberg)

Flows to Floats (Nooresh)

Stunning Annual Report of Games Workshop (Amit)

Daily Economics: Running a paan stall in Mumbai (Scroll)

How Hindustan Zinc became the world’s 2nd largest zinc producer (Forbes)

Stock Talk: Symphony (Forbes)

Rebuttal to Howard Marks (TRB)

Do you have a money mind? (Monevator)

11 Great American companies who have lost the narrative (247 Wall Street)

Categories
Excerpts

Four Questions to ask Management

  1. How’s business?
  2. Really?
  3. Could you expand on that?
  4. Why?

–wrote Tim Hanso

 

Categories
Chart

Why Roller Coaster Stocks when Steady Bond Returns?

Hat Tip: Nooresh Merani

Source: Kalpen Parekh

Chart of DSP Black Rock Govt Securities Fund Vs BSE 200 since the Modi Govt took power

Categories
AlphaIdeas

Alpha Ideas finds a mention in ET

There is an article in ET today where Alpha Ideas found a mention:

Investors are punting that the next multi-billion dollar baby from the HDFC stable is born – HDB Financial Services, the non-banking finance subsidiary of HDFC Bank, the nation’s most valuable lender.

It may soon head to Dalal Street where many average investors have turned millionaires by investing in Housing Development Finance and HDFC Bank.

HDB Financial, the company that gives out personal loans, car loans and does recovery services, is being traded in private deals at anywhere between Rs. 500 to Rs. 550 apiece, valuing it around Rs. 45,000 crores. That is almost a triple of where it was trading six months ago. It is the sixth most valuable NBFC in the roll of honour.

“This is now the largest unlisted NBFC with a market capitalization of Rs 45,000 crore,” says Nitin Rao, Founder of alphaideas.com, which tracks shares in the unlisted space.

–From ET

Categories
Links

Linkfest: July 27, 2017

Some stuff I am reading today morning:

Swiggy, a House of Cards (Tumblr)

Interview with Saurabh Mukherjea (ET)

Good,Bad and Ugly of GST (Bloomberg)

Bitcoin used to launder $4 Billion (Mint)

Stock Talk: Lasa Supergenerics (Alpha Invesco)

20 Ways to save money in India (Groww)

The Questions that Matter (Medium)

Latest Memo from Howard Marks (Oaktree Capital)

Investing is hard because nothing is black and white (Morgan)

A market history lesson from Peter Bernstein (CS)