Categories
Links

Linkfest: 23 October, 2019

Some stuff I am reading today morning:

25 DFHL group firms took 14,000 Cr loans (Mint)

Indigo Promoter fight worsens (ET)

Diwali Special with Manish Chokhani, S Naren & Raamdeo Agrawal (CNBC)

Post general elections is a good time to make money (Marcellus)

Interview with Samir Arora (ET)

Useful Biases (Morgan Housel)

Uncomfortable reading (Irrelevant Investor)

3 Lessons from my worst trade (Marc Litchenfeld)

Improving liquidity for small cap stocks (Aleph)

Up and to the right (Seth Godin)

Categories
Tweets

Bajaj: What a Victory Lap Looks Like

Categories
Quotes

P/E Ratio is Rubbish

Categories
InvestorPresentations

PEL : Merely 48%

Source: Investor Presentation of Piramal Enterprises Ltd

Categories
Links

Linkfest: 22 October, 2019

Some stuff I am reading today morning:

All eyes on Infosys (BS)

India-US trade deal almost final (FE)

Interview with Bharat Shah (ET)

Decoding the great Indian tax payer (Mint)

How the Singh brothers fell from grace (Rediff)

Sector Watch: Sugar (Forbes)

Ranking business models (Ashish Kila)

Don’t exit SIP (Bala)

Profiting from the Trump chaos trades (Vanity Fair)

The best predictor for stock fund performance (Morningstar)