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Video

Investing with Sanjoy Bhattacharya

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Cartoon Realty

A Realty investment that pays for itself

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Links

Linkfest: April 10,2015

Some stuff I am reading today morning:

Savvy investors make big gains in REC OFS (ET)

What does Moody’s know that India Inc does not? (Mint)

Jack Ma and India’s e-Commerce mirage (BS)

Effects of the new Real Estate Bill (Big Investor)

Risk Ladder for Equity Mutual Funds (FreeFinCal)

Trading CNX Nifty:First trade of the month (Portfolio Yoga)

FirstCall Research: NMDC (MyIris)

Average returns are exceedingly rare (Big Picture)

Spotting lies and the lying liars who layer them (FT)

China bears on wrong end of $4 Trillion rally (Bloomberg)

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Sellside Research

Kotak Research: Valuing e-Commerce Companies

[gview file=”https://alphaideas.in/wp-content/uploads/2015/04/KotakValuingEcommCompany.pdf”]

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Excerpts

My takeaway from Narendra Modi’s interview

Narendra Modi gave a detailed interview to HT today.

My takeaway from that interview:

Q. You are heading for France, Germany and Canada in the second week of April. What are your expectations from the visit?

A. I like to combine visits to more than one place when I go on my international tours in order to get more done. I’m from Ahmedabad where we have a saying, ‘single-fare, double journey‘.