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Links

Linkfest: 17 September, 2019

Some stuff I am reading today morning:

A $45 Billion Bet on Modi’s India is rapidly unraveling (Bloomberg)

On Wealth Destroyers (ET)

Why has Equitas holdings taken a knock? (BL)

India Microfinance sector to double in size (Muhammad Yunus)

How Bhushan Steel Promoters siphoned off funds (BT)

Don’t give away your crude gamma (Macro Tourist)

How do ignorant traders succeed? (Nassim Taleb)

The relationship with the Customer (Seth Godin)

What’s more important? Wealth or Income? (Marc Litchenfeld)

Immutable truths and arguing fools (Morgan Housel)

Categories
Links

Linkfest: 16 September, 2019

Some stuff I am reading today morning:

A fresh Oil crisis (Zero Hedge)

Key takeaways from FM ‘s third press conference (MC)

SEBI mulls whistle-blower mechanism for Auditors (ET)

Stress in the power sector (BS)

Invit or UnFit ? (OB)

Dry spell in IPO (BL)

Profile: Harsh Neotia (Rediff)

Index Fund: The Benchmark (Subramoney)

Letter to a friend who just made a lot of money (Graham Duncan)

Presentation at HT Finance Meet (Manish Bhandari)

Categories
Links

Linkfest: 13 September, 2019

Some stuff I am reading today morning:

Altico defaults (Mint)

M&M offers its cars on monthly subscription (ET)

Bank Credit growth slows (FE)

Market breadth is worst in 6 years (BS)

Valuations at PI Industries defy gravity (Mint)

Interview with Manish Bhandari (Morningstar)

The right way to read the charts (Dr C K Narayan)

How horse breeding led to Cyrus Poonawala’s fortune (MC)

Why are so many fund managers men? (Behavioural Investment)

Never say never in Investing (Jack Forehand)

Categories
Links

Linkfest: 12 September, 2019

Some stuff I am reading today morning:

On RNAM, SBI Life OFS (ET)

Beware of the bear market rally (Prashanth)

Slowdown stories from India’s heartland (Mint)

Stock Talk: Jubilant Foods (ET)

Shareholders defeat all four of McLeod’s special resolutions (BS)

Covered calls as an income generation strategy (Ventura)

How different generations think about investing (Barry)

Is the US nearing a recession? (Fortune)

How Microsoft has avoided the Big Tech backlash (NY Times)

The Financial Turing Test (Nick Maggiulli)

Categories
Links

Linkfest: 11 September,2019

Some stuff I am reading today morning:

Yes Bank to sell stake to a tech firm (ET)

Paytm for Dummies (Manoj Nagpal)

PE/VC Investments in India at all time high (FE)

MCX’s Reddy responds to whistle blower letter (BL)

What Bolton’s exit means for the oil market (CNBC)

Why it is always possible to beat the market (Joel Greenblatt)

The unraveling of the WeWork IPO (Aswath Damodaran)

On Sector Momentum (New Found Research)

Letter to a friend who may start a new fund (Graham Duncan)

The laws of Investing (Morgan Housel)