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Plug

Pre IPO : HDB Financial Services

HDB Financial Services is the Financial Services arm of HDFC Bank.

It’s latest Financial Results can be downloaded from here.

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

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InvestorPresentations

How NOT to run a New Bank

Source: IDFC Bank’s Q3 FY2016-17 Presentation

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Excerpts

Naren: Fixed Income attractive again

Hat Tip: Manoj Nagpal

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Links

Linkfest: February 13,2017

Some stuff I am reading today morning:

All out war in Infosys (Mint)

The Greek Crisis is Back ! (Bloomberg)

6 Things that may spoil the sugar surplus (Bloomberg)

Interview with Uday Kotak (Money Control)

Mark Mobius’ favorite themes in India (Quint)

Interview with Vallabh Bhansali (Morningstar)

A dozen lessons on growth (25IQ)

Research: Superstition and Financial Decision Making (SSRN)

Strategy: What we don’t do (A VC)

Meet short seller Marc Cohodes (ET)

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TopClicks

Top Clicks on Alpha Ideas This Week

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

Notes from Prashant Jain’s Talk (AI)

Becoming Warren Buffett (AI)

Notes from Million Dollar Round Table Conference (AI)

This is what a bull run feels like (AI)

D S Kulkarni struggling to survive (Ravi)

Today the heroes of real estate industry are money lenders (Hiranandani)

Contrarian Indicator for IT stocks (AI)

Why “Black Ka White” thru stocks won’t stop (AI)

Mumbai property sales drop to 6 year low (FE)

Do you want wealth really? (Subramoney)