Categories
Tweets

Banker explains whats happening in Kolkata

Amazing Tweet Storm by a Kolkata Banker to a biased journalist

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Categories
Links

Linkfest: November 22,2016

Some stuff I am reading today morning:

No letup in FPI Selling (BL)

S&P500,Dow,NASDAQ hit new highs (Barrons)

The Penny Stocks Scam (Mint)

Sensex wipes out entire gain of 2016 (ET)

Anguish in the shadows for India (Andy Mukherjee)

Demonetisation’s political dividend (Jaggi)

Stock Analysis:Ruchira Papers (Dr.Malik)

Stock Talk:Omkar Speciality Chemicals (Dolly)

Inside a money making machine like no other (Quint)

Ride the Wealth Wave to EM stocks (ABGlobal)

Categories
Anecdotes

Why never buy a Tata Company

I remember being asked after I had completed a valuation of Tata Motors a few years ago whether I would buy its stock and shocking my audience by saying that I would never buy a Tata company for my portfolio.

When pushed for my rationale, I said that buying a family group company is like getting married and having your entire set of in-laws move into the bedroom with you;

in investment terms, if I invest in Tata Motors, I will (unwillingly) also be investing in many other Tata Group companies, because about 30-40% of the value of Tata Motors comes from its holdings in other Tata companies.

wrote Aswath Damodaran,Professor of Finance,New York University

Categories
GuestPost

Gordon: Investing with the Odds

We have a special treat today. Gordon DSouza has shared his deck presented at the IIF Meet in Mumbai

Disclaimer:The stocks discussed here are only for informational purposes and not a recommendation to buy/hold/sell.Kindly consult your investment advisor before investing.

[gview file=”https://alphaideas.in/wp-content/uploads/2016/11/DOC-20161120-WA0014.pdf”]

Categories
Cartoon

Acche Din

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