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Linkfest : 08 January, 2020

Some stuff I am reading today morning :

Iran fires missiles at US bases in Iraq ( CNBC)

Nation wide strike today ( Money Life)

NBFC Crisis could be winding down ( ET )

On Biocon Biologics ( Mint )

What lies ahead for bank stocks ? ( BS )

Mr. Market isn’t so foolish after all ( Morningstar)

Clearing the fog ( Casey Wolf )

Why Stock Options are like a Swiss Army Knife ( Humble Dollar )

2020 Fintech Prediction Palooza ( Howard Lindzon )

On India’s loss making unicorns ( Anand Sridharan)

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Links

Linkfest: 07 January, 2020

Some stuff I am reading today morning:

Global tensions rock India’s pricey market (Mint)

India gold prices hit all time highs (Reuters)

New margin norms may hit midcap/small cap stocks hard (BS)

Ratan Tata fights to save his legacy (ET)

Here’s why Air India’s privatisation may not take off (FE)

Optimism as a default setting (TRB)

Is War next? (Daily Reckoning)

Shocks and Market Impact (Horan Capital)

How will US-Iran conflict impact the markets? (Ben Carlson)

Why global stock markets will leave bears disoriented (Anantha Nageswaran)

Categories
Links

Linkfest: 06 January, 2020

Some stuff I am reading today morning:

Gulf stocks plunge on war threat (Zero Hedge)

Full Statement of Cyrus Mistry (MC)

Indian Retail Investors are Cheapos (Nooresh Merani)

Stock Analysis: National Peroxide (Dr Vijay Malik)

The Pathetic Case of Jiyo Eco Products (Lalit Investor)

A ‘toxic’ culture at Oyo (ET)

Time Diversity in VC Portfolios (Haystack)

The Art of NOT Selling (Akre Capital)

Working Paper on Complexity Investing (Brad Slingerlend)

The true story of China’s biggest bank robbery (Medium)

Categories
Links

Linkfest: 03 January, 2020

Some stuff I am reading today morning:

Non-telcos face 3.13 Lakh Crore AGR fines (ET)

HDFC, HDFC Ergo takeover Apollo Munich (FE)

Bosch India to cut 2,000 jobs in India (BS)

Centre to place restrictions on non-essential imports (Mint)

On Biocon Biologics (MC)

Stock Talk: Elgi Equipments (Fortune)

On the new SEBI regulations for RIAs (Amit Kumar Gupta)

Bartender School (TRB)

51 Ideas from 2019 (Safal Niveshak)

Your first investment for 2020 (Mable Buchanan)

Categories
Links

Linkfest: 02 January, 2020

Some stuff I am reading today morning:

GST mop up crosses 1 Trillion ( BS )

2020 is the year of reckoning for PSU Banks (ET)

Peninsula Land defaults ( Outlook )

Micro Finance Lenders in Assam in trouble ( ET )

Jio may diversify into Mutual Funds (Mint)

Interview with Sunil Singhania (ET)

Decades of Commitment ( Subramoney)

Don’t let headlines ruin your retirement ( Anand Sridharan )

What will happen in the 2020s (A VC)

Lessons from the past 25 years (Christine Benz)