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Links

Linkfest: 14 February, 2020

Some stuff I am reading today morning:

IRCTC valuation goes off the rails (Mint) (My soundbite here)

DMart’s OFS to open today (BS)

Supreme Court to hear telco’s plea on AGR today (ET)

Page Industries’ results show why high valuations are not justified (Mint)

Bicycle Industry in Ludhiana (OB)

Only 2,200 professionals declared income above 1 Cr (MC)

How will Coronavirus affect your portfolio (Of $ and Data)

Notes from Charlie Munger’s 2020 Daily Journal Meeting (Seeking Alpha)

Manage risk by diversifying your diversifiers (AM)

What would you put in a 100 year portfolio? (RCM Alternatives)

Categories
Links

Linkfest : 13 February, 2020

Some stuff I am reading today morning :

IIP, CPI data indicate no green shoots ( Mint )

Govt makes tax dispute resolution more attractive ( BS )

How MFIs are handling the Assam crisis ( ET )

Struggling Yes Bank delays Q3 results ( MC )

Amul’s diversification strategy ( OB )

SBI is now India’s largest fund house ( ET )

Bajaj Housing Finance aims at a 1 Trillion Rupees Book ( Congencis )

Will PPF lose sheen without tax benefits ? ( Mint )

Why does a company’s stock price fluctuate so wildly ( Joel Greenblatt )

The coming Green Bubble ( Macro Tourist )

Categories
Links

Linkfest : 12 February, 2020

Some stuff I am reading today morning :

SBI Cards IPO gets SEBI nod ( MC )

S&P 500, NASDAQ hit all time highs ( CNBC )

Brookfield is the largest private investor in India ( Mint )

Piramal plans mega launch of online consumer lending ( ET )

FM : Economy showing signs of revival ( BS)

Electricity Demand rises in Jan ( Mint )

NALCO posts record losses ( BS )

Can I combine market timing and Mutual Fund SIPs ( Free Fincal )

USD Crypto Assets ( A VC )

Some bull market reminders ( Common Sense)

Categories
Links

Linkfest : 11 February, 2020

Some stuff I am reading today morning :

1000 plus deaths due to Corona Virus ( CNBC)

Equity flows jump 75% in Jan ( BS )

RBI grants 5 year exemption for retail loans ( MC )

Gujarat Pharma Units face API shortage ( FE)

Fortis deal comes under SFIO scanner ( ET )

Interview with Bharat Shah ( You Tube )

The Malaysian Palm Oil crisis ( GSN Invest )

TikTok explains the bull market better ( Yahoo)

Nothing is inevitable ( Morgan Housel )

Some thoughts on day trading ( Humble Dollar)

Categories
Links

Linkfest : 10 February, 2020

Some stuff I am reading today morning :

Chinese workers return to work ( SCMP)

Mother of All Stimulus is coming ( Macro Tourist)

Modi Govt should think twice before selling precious heirlooms ( ET )

NTPC’s regulated business model pays off ( Mint )

Kedaara invests in Religare Health Insurance ( BL )

Bitcoin crosses $ 10,000 mark ( FE)

Believe it or not ( Humble Dollar )

Airpods, Azure and Auschwitz ( Scott Galloway )

Lessons from the legendary Bill Miller ( Macro Ops)

Why superstar investors are a dying breed ( Evidence Investor )