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Linkfest: 09 January, 2018

Some stuff I am reading today morning:

NMDC OFS opens today (Mint)

Anil Ambani’s biggest test (ET)

Indian Banks-Lay of the land (Janav)

Midcap Stocks-As good as it gets (OB)

An independent Director is an oxymoron (Nirmalya Kumar)

Grantham:Asset bubble to have a meltup before it pops (Credit Writedown)

Negotiating (Craig Shapiro)

Guru’s Grim 2017 rally (Swedroe)

Dogecoin is a $2 Billion joke (Ars Technica)

10 Things investors can expect in 2018 (Common Sense)

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Links

Linkfest: 08 January, 2018

Some stuff I am reading today morning:

Alok Jain-The trader who generates 86% returns (MC)

Strategic investments of India’s A List Celebrities (Forbes)

US Congressmen oppose change in H1B Visa rules (ET)

Mutual Fund firms can’t be both-adviser and distributor (Mint)

Airline fares get cheaper due to competition (BS)

My best stock pick for 2018-Nucleus Software(Arunagiri)

3 Lessons from Hedge Fund returns in 2017 (Quint)

Making history by doing nothing (Morgan Housel)

The fatal mistake crypto investors are making now (TRB)

Hiding from the mission (Seth Godin)

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Links

Linkfest: January 05, 2018

Some stuff I am reading today morning:

Crude Oil at $68 (ET)

Dow 25,000 (TRB)

Mutual Fund assets to hit Rs.100 Trillion in next 10 years (BS)

Another hare brained idea by SEBI (MC)

Bajaj Vs Bajaj-A tale of two brothers (Quint)

Indian Banking Sector-The Last Decade (Dhruv Saraf)

My Stock Pick for 2018-Jyothy Labs (Ambareesh Baliga)

Why doctors are not rich (Subramoney)

When Berkshire buys Hershey (DR)

Ripple CEO now richer than Zuckerberg (Zero Hedge)

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Links

Linkfest: 04 January, 2018

Some stuff I am reading today morning:

Govt may raise 80C Limit to 2L (MC)

Banks are headed for 15,000 Cr loss (FE)

Dr.Hitesh Patel-Successful Value Investor (ET)

Analyst’s Favorite: Neuland Labs (Quint)

My stock pick for 2018-Indian Hotels (Ajay Jaiswal)

In Conversation with Prashant Jain (Morningstar)

Stock Market Valuations won’t predict the next crash (CS)

Thoughts on asset allocation (Peter Lazaroff)

Citigroup fined for showing customers wrong stock ratings (NYTimes)

Some thoughts on checking references (A VC)

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Links

Linkfest: January 03,2018

Some stuff I am reading today morning:

How banks make a killing using Minimum Balance (ET)

India’s bond market has a message for Modi (Andy)

My Best Pick 2018-APL Apollo (Ajay Relan)

Can Ruia brothers pull off a rescue act at Essar Steel ? (MC)

Criminals switch to Monero from Bitcoin (BS)

How to lose $9 Trillion in a Bull Market (Jason Zweig)

Two biggest lessons I learned (Josh Tarasoff)

What happened in 2017 (A VC)

The inside story of Glencore’s hidden dealings in Congo (Guardian)

Waste and the new luxury (Seth Godin)