Source: Kotak Institutional Research
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Chart : Sector Multiples
Source: Kotak Institutional Research
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Linkfest: April 12, 2017
Some stuff I am reading today morning:
Kotak Research: Midcap stocks in bubble phase (MC)
How Akash Prakash minted money (ET)
Is the investment cycle about to turn? (Mint)
Will Infosys announce a buyback on April 13? (BS)
Legacy of British rule still holding India back (Bloomberg)
Advise from an old man (Subramoney)
Like riding a bike (Seth Godin)
The (un) importance of Returns (AA)
Mega Caps & Mega Lies (Howard)
Lessons from Valeant (Masters Invest)
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NBFCs headed for a fall?
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Linkfest: April 11,2017
Some stuff I am reading today morning:
Rupee may surge to 63/$ in a month (ET)
Why comparing countries on basis of P/E is ill advised (MC)
A real estate lesson from the Unitech case (Mint)
Self Driving Cars get more affordable (FE)
SBI: Retail investors press exit button (BL)
What Reliance Jio needs to turn profitable (Quint)
Why I don’t invest in banking stocks (Safal Niveshak)
President Trump is different from Candidate Trump (TRB)
Why “Peak Anything” is “Peak Nonsense” (Katusa)
How hackers hijacked a bank’s entire online operation (Wired)
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Weekend Mega Linkfest: April 07,2017
Some off beat reads for the weekend:
How the Dalai Lama escaped 58 years back (IE)
The arrival of Yogi Adityanath (Great Bong)
Why did Nehru refuse merger with Nepal (Post Card)
The Portuguese Inquisition in Goa (India Facts)
Lahore: Paradise Lost (Daily Times)
Take a course in World’s Best Universities for free (WEForum)
Jerks & the Startups they ruin (NYTimes)
Future of loneliness- Internet Isolation (Guardian)
The Hill & the Mountain (Bill Aitken)
Building in the shadow of our own destruction (Longreads)
Startup Story : BVP (YS)
Eggs,Cheese & Toast – Mumbai style (NYTimes)
Life Rules (Bob Lefsetz)
Travelogue: Iceland (Team BHP)
Gossip: Rats chewed Crores (Gossip Guru)