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Links

Linkfest:July 13,2015

Some stuff I am reading today morning:

Greece given 72 hours to win trust (Bloomberg)

DII holdings in Indian firms increase (Mint)

Reliance Jio Vs Bharti Airtel (FE)

Bata’s power trip (Outlook Business)

Prabhudas Lilladher Research Report: Wipro (MyIris)

Latest Bank FD interest rates (MyInvestmentIdeas)

What is “growth” worth? (Jana)

All strategies “blow up” (Gestaltu)

Goal of investing is to find companies that can reinvest free cash flows (VRO)

Life Rules (Big Picture)

Categories
Quotes

Fund Manager Speak-Chinese Style

Categories
Banks Sellside Research

UBS on Bank Valuations

UBS-BankValuations

Categories
GuestPost

Are quality stocks a justified purchase at any price?

The guest post below has been written by Kimi.It was published in the June Issue of TIA (Tamilnadu Investors’ Association) Investor digest

Kimi or Krishnaraj Venkataraman is the Managing Partner of Kimi and Partners. Kimi lives in Bangalore, India, with his wife and two daughters. Kimi can be reached at krishnaraj.v@kimiandpartners.in.

[gview file=”https://alphaideas.in/wp-content/uploads/2015/07/TNIA-article_final_blurb.pdf”]

Categories
Links

Weekend Mega Linkfest: July 10,2015

Some off beat reads for the weekend:

7 Intelligent Fanatics from India (Fundoo Professor)

How ICICI Pru Life is screwing its customers (Capital Mind)

Value investors get flak for investing in “toll bridges” (RJ)

How Maggi is bad for us but good for UK (Newslaundry)

Only 2% of India is actually middle-class (Scroll)

Piketty:Germany has never repaid its debts (Wire)

P V Narasimha Rao’s Kashmir master stroke (Outlook)

Tibet after Dalai Lama (Project Syndicate)

The Mob’s IT deparment (Bloomberg)

Reaction of Indian Celebrities to Greece referendum (Unreal Times)

Travelogue:Tirthan Valley,Himachal Pradesh (Team BHP)

What the stone edicts of Ashoka tell us (Caravan)

Are Lalit Modi’s days numbered? (Gossip Guru)

Real Estate startup eyeing 100 Crore sales in 2nd year of operations (YS)

Is getting “ripped” worth it? (Quora)