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Linkfest: 19 August, 2019

Some stuff I am reading today morning:

Coffee Day may restart stake sale to Coca Cola (ET)

M&M lays off 1500 temporary workers (BS)

Zomato Vs Restaurant Owners (MC)

Stock Talk: Tata Motors (Morningstar)

Road Developers in the dock (Mint)

Vedanta enters the steel industry (FE)

Modi Govt is a socialist like Indira Gandhi’s (Rediff)

How to show trading & FnO income in tax returns (BL)

An Investment thesis for the 20-20s (Louis Vincent Gave)

A guide to investing from the richest family on the planet (BQ)

Categories
Links

Linkfest: 16 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: GE Power (Jatin Khemani)

$38 Billion fraud at GE (BBC)

Inner Wear sales reveals a slowdown (ET)

Central Govt looking to discipline discoms (Mint)

Interview with Radhika Gupta (Morningstar)

Customers defer old gold sales (Rediff)

Buffett’s views on media businesses (Dhruv Pandey)

The seduction of above average (Nick Maggiulli)

Bonds are frickin’ expensive (Cliff Asness)

The best metric in investing is… (AM)

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Links

Linkfest: 14 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20-20 Presentation: Indigrid (Sunil Shah)

15 ways to define India’s slowdown (Mint)

Reliance Capital to file 10,000 Cr defamation suit againg PWC (ET)

Interview with Rakesh Jhunjhunwala (MC)

Why Mukesh Ambani’s actions could be bad for the economy (BS)

Sale of residential properties hit (Rediff)

Govt moving on 7th Pay Commission (BT)

Death of Equities: 40th Anniversary (Barry)

The Investor’s Misery Index (Warren Buffett)

Innovation is guts plus generosity (Seth Godin)

Categories
Links

Linkfest: 13 August, 2019

Some stuff I am reading today morning:

Full text of Mukesh Ambani’s speech at Reliance AGM (BT)

Argentine stocks and currency crash (CNBC)

Hedge Funds “All-In” on Gold (Zero Hedge)

Consumers thinking twice before buying a Rs. 5 pack (Varun Berry)

Defaults abound in logistics sector (Mint)

Tata Steel’s UK losses continue to mount (ET)

Catholic Syrian Bank files papers for IPO (BL)

Company Profile : DCM Shriram (OB)

The money value of time (Financial Bodyguard)

Something is always happening (Waiters Pad)

Categories
Links

Linkfest: 12 August, 2019

Some stuff I am reading today morning:

Interview with Narendra Modi (ET)

Reliance AGM today (MC)

How Reliance is bracing for a EV future (BS)

Stock Talk: Max Financial (OB)

La Opala: Perils of High P/E Investing (Rudra Chowdhury)

Understanding Rera (Jago Investor)

How I spotted a fraud before it was too late (Gary Mishuris)

The negative art of investing (Howard Marks)

The nuances in Equity Investing (Vitaliy Katenselson)

Diffferent ways to be rich in 2019 (Common Sense)