Categories
Links

Linkfest : 27 January, 2020

Some stuff I am reading today morning :

How coronavirus is hurting China’s economy (CNBC)

Banks cherry pick NBFCs for loan disbursal (Mint)

Cos face new worry over falling sales (Rediff)

Stock Talk : Maithan Alloys ( Kumar Saurabh )

On the Motor Insurance Industry in India (Mayank Jain)

Mumbai real estate is on its death bed (Vishal Bhargava)

Is China eyeing India’s auto market? (BS)

Killing the small advisor (Prashanth Krish)

President Trump just gave a death blow to Amazon ( CCN)

Podcast: Interview with Sam Zell (The Tim Ferris Show)

Categories
Excerpts

The flaws of Value Investing

Source : Fundsmith 2019 Letter to Shareholders

Categories
Observations

Sirf Adani Bachega

Categories
Exchange Filings

DFM Foods: Crax MD

Amusing to see the introduction of the new MD of DFM Foods Ltd.

Categories
Links

Linkfest : 22 January, 2020

Some stuff I am reading today morning :

Govt approves 100% FDI in Bharti Airtel ( ET)

Why India faces a public funding crisis ( Mint)

NSE is the world’s largest derivatives exchange ( FE)

China faces negative economic impact from Wuhan virus ( SCMP )

Financial crisis in Tea sector deepens ( BS)

LIC’s NPAs double to 30,000 Cr ( BT)

Why Air India keeps losing money ( Anurag Singh )

Interview with Sanjiv Bajaj ( BQ)

The Vodafone valuation controversy ( MF Critic )

3 reasons why Ray Dalio is betting on gold ( CCN )