Categories
Links

Linkfest : 25 November, 2019

Some stuff I am reading today morning :

How to safeguard yourself if you are a Karvy client ( BT)

BPCL asset valuer to submit report in 50 days ( ET)

My learnings after 9 years of full time investing ( Jatin Khemani )

The core of our manufacturing economy is staring at an abyss ( Sandipan Deb )

We are all Emerging Markets now ( Zev Abraham )

T- Series : The most watched You Tube Channel in the world ( Bloomberg )

A missing $250 Million in Crytpo ( Vanity Fair )

A long chat with Peter Bernstein ( Jason Zweig )

What would you have done in 2009? ( Common Sense )

On Aramco’s IPO ( Aswath Damodaran )

Categories
Links

Linkfest : November 22, 2019

Bandhan Bank’s loan recovery practices ( East Mojo )

5 Trillion $ GDP target out of the question ( C Rangarajan)

NTPC may shell out 10,000 Cr for NEEPCO, THDC ( BS )

No bubble in quality stocks ( Mayank Joshipura )

Haircuts for Indian Finance – Bad or Bold ? ( Andy Mukherjee )

Presentation at the India Investors Forum ( Sunil Shah )

Master Class from Neville Noronha of DMart ( Tankrich )

Alpha Ideas SME Stars – Goblin India ( You Tube )

Alpha Ideas SME Stars – Prime Customer Service ( You Tube )

Alpha Ideas SME Stars – Softtech Engineers ( You Tube )

Categories
Links

Linkfest : 21 November, 2019

Some stuff I am reading today morning :

Modi Govt’s mega push for Disinvestment ( Mint )

How Privatization creates wealth ( The Print)

Modi Govt’s first Labor reform ( PIB )

How SC’s iron hand will affect the Fortis-IHH deal ( Hindu )

Lulu Group Vs AP Govt ( IE )

Relief package for telcos ( FE )

The sun stops shining for India property mogul ( Andy Mukherjee )

Alpha Ideas SME Stars – KPI Global Infra ( You Tube )

Alpha Ideas SME Stars – Parin Furniture ( You Tube)

Alpha Ideas SME Stars – Sintercom India ( You Tube)

Categories
Links

Linkfest : 20 November, 2019

Some stuff I am reading today morning :

Massive reform bombshell by Govt ( PIB)

Jio to hike tariffs too ( BS )

Bad news continues for Yes Bank ( Mint )

The fountainhead of India’s economic malaise ( Dr. Manmohan Singh )

On the Sterling Wilson fiasco ( Mint ) – My sound bite here

Interview with Atul Suri ( ET )

Alpha Ideas SME Stars – Supreme Engineering ( You Tube )

Alpha Ideas SME Stars – Vertoz Advertising ( You Tube)

Alpha Ideas SME Stars – Ritco Logistics ( You Tube)

A mysterious force took over investing ( Institutional Investor )

Categories
Links

Linkfest : 19 November, 2019

Some stuff I am reading today morning :

Airtel, Voda-idea to hike rates ( ET)

ICICI Bank plans 20,000 Cr capital boost ( Mint)

Arcelor Mittal to complete Essar acquisition by Dec end ( BS )

My takeaways from SC’s Fortis order ( Arun Goenka )

How to deposit online in PPF, NSC, Sukanya etc ( Basu Nivesh )

Markets : Why 2019 is like 2013 ( Nooresh )

Interview with Rashmi Kwatra ( AM)

Alpha Ideas SME Stars – Jash Engineering ( You Tube)

Alpha Ideas SME Stars – Rajshree Polypack ( You Tube)

Why Value Investing sucks ( Institutional Investor)