Source:Bloomberg
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Linkfest:November 13,2015
Some stuff I am reading today morning:
Interview of Raamdeo Agarwal (MoneyControl)
HSBC:India Valuations is pricey (Bloomberg)
ICICI Research:Sell Bank of India (MyIris)
How MFs can take the ecommerce route (VRO)
Do people want to be fooled? (Irrelevant Investor)
A history of insane art prices (Digg)
Market timing is back (Institutional Investor)
America’s factories are in a recession (Bill Bonner)
Whitney Tilson’s presentation on Berkshire Hathaway (BI)
Ackman Vs Berkshire-Whose holdings are more immoral? (WSJ)
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Pre IPO Opportunity in the shares of NSE
National Stock Exchange (NSE) is India’s premier stock exchange with having a monopoly position in the Index and Equities Derivatives Segment.
A large block of shares of NSE are on offer for institutional investors (Ticket Size > 20 Crores)
For those interested,please email me at Alpha Ideas.
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Linkfest:November 12,2015
Some stuff I am reading today morning:
Alibaba racks up $5 Billion in Sales in 90 minutes (Wired)
RBI Guv urges US Fed to raise rates (FE)
The real reason why Fed is eager to raise interest rates (Quartz)
Who is India’s Warren Buffett? (Subramoney)
Stock Analysis:Emami Ltd (Dr.Vijay Malik)
Valuation metrics in perspective (Swedroe)
Underestimating the power of Compound Interest (Common Sense)
Watch what they do,not what they say (A VC)
AUM Growth is Hedge Fund’s # 1 Goal (CIO)
3 Letters-I P O- can kill your portfolio (DR)
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