Bubble Bath

Linkfest: May 12,2015
Some stuff I am reading today morning:
Raju of Satyam gets bail (Firstpost)
2 dozen companies have announced bonus shares so far (BS)
Shriram Transport revisited (Jana)
Prabhudas Lilladher Research Report: Eicher Motors (MyIris)
Bund “tantrum” warns of future accidents (FT)
Research:Skewness enhanced momentum can double your alpha (Alpha Architect)
12 things I’ve learned from Julian Robertson about investing (25IQ)
Why are life insurance policies abandoned midway? (Mint)
Mutual Fund distribution is a terrible career choice (FreeFinCal)
One thing all Billion $ unicorns have in common (Recode)
India Inc Confession
We goldplate plants, we don't tie up our raw material , we overleverage, we want to 'manage' system, then we blame Modi sarkar for inaction
— Harsh Goenka (@hvgoenka) May 8, 2015
