Categories
Links

Linkfest: 28 September, 2018

Some stuff I am reading today morning:

IL&FS Financial Services defaults on 395 Crores (Mint)

SEBI asks MFs to furnish details about NBFC exposure (ET)

Is Uday Kotak next? (Hemindra Hazari)

Flop show of Aavas Financiers IPO (MC)

IPO Review: Dinesh Engineers (BQ)

The Reliance Naval Disaster (BS)

Company Profile: Motilal Oswal (Fortune)

The “DotCon” stupidity (Macro Tourist)

Different kinds of smart (Morgan Housel)

Competing to win (A VC)

Categories
Exchange Filings

Devang Mody Ka Ghar Wapsi

Source: Exchange Filings of Reliance Capital

Categories
Excerpts

S Naren on Midcap Valuations

Categories
Forwards

IL&FS: High Price for Incompetency

Hat Tip: M Rao

Source: WhatsApp Forward

Categories
Links

Linkfest: 27 September, 2018

Some stuff I am reading today morning:

Fed hikes rates, signals more rate hikes (CNBC)

Govt raises import duty on 19 items (ET)

India is still not a “buy on dips” market (Digital FC)

8K Miles: Alleged forgery at Promoter Entity (BQ)

Sector: Steel (Fortune)

Madhu Kela on SME investing (ET)

How 24 year old Ritesh Agarwal built a $5 Billion Startup (Mint)

Knowing what you are looking for (A VC)

Why do debt crises come in cycles? (Ray Dalio)

Jim Chanos Vs Elon Musk (Institutional Investor)