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Linkfest: 05 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: DMCC (Rohit Balakrishnan)

Spandana Sphoorty IPO opens today (MC)

India tumbles out of $2 Trillion Market Cap Club (ET)

How a shadow banking crisis is hurting auto sector (BS)

SBI seeking divine intervention (Mint)

Notes from India Wealth Management Conference (Subramoney)

New growth model for Indian Pharma (OB)

Best tax free Bonds 2019 (Basu Nivesh)

Latest Memo: On the other hand (Howard Marks)

Munger and Icahn make oil investing easy (Advisor Perspective)

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Linkfest: 02 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 – 20 Presentation: Indigo (Abhinav Mansinghka)

Trade War is the new ‘status quo’ (CNBC)

The roaring bear market (Mint)

Conference Call gave inkling of Siddhartha’s problems (MC)

A major crisis may be brewing for Indian Banks (ET)

NALCO’s ambitious targets (FE)

Private Sector going thru challenging times (A M Naik)

PACL Investors left in a lurch (MoneyLife)

The Graham 2 Factor Model still provides great returns (AM)

Certainty of Close (A VC)

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Linkfest: 01 August, 2019

Some stuff I am reading today morning:

Fed cuts interest rates (ET)

Direct Tax Code proposals in August (MC)

CSR rules bite India Inc (FE)

Centre gets tough with auto manufacturers (Mint)

Chinese control 42% of India’s smartphone market (BS)

Essel Group sells 11% in Zee Entertainment (Forbes)

I got 10 Cr. What do I do? (Subramoney)

2016 Article: Secret Diary of VG Siddhartha (OB)

Only 2 types of Asset Managers will survive (Institutional Investor)

Inside the new frontier of Fund Manager Research (Institutional Investor)

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Linkfest: 31 July, 2019

Some stuff I am reading today morning:

CCD Owner’s body found (FE)

SEBI looks into CCD case (ET)

India to tax Big Tech (ET)

Indigo fight continues (BS)

IL&FS Securities declares default (BL)

Delhi bans AB Inbrev for 3 years for tax evasion (Reuters)

On Axis Bank’s results (Mint)

Company Profile : Solar Industries (OB)

How to make 7x your investment (Michael Burry)

Consumable Digital Commodities (Stephen McKeon)

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Links

Linkfest: 30 July, 2019

Some stuff I am reading today morning:

Coffee Day Founder VG Siddhartha goes missing (TOI)

Angry Rahul Bajaj blasts Govt (MC)

More than 36% of registered cos have closed down in India (BS)

India can see funds flight (Bimal Jalan)

Equities: How long is the night? (Bala)

Stock Analysis: Petronet LNG (Dinesh Sairam)

The World of Titan (OB)

Govt mulls public listing of LIC (BT)

How AngelList makes it’s startup investments (Forbes)

Almost all retirees make this mistake (Market Watch)