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Linkfest: October 25, 2017

Some stuff I am reading today morning:

The presentation which is shaking the markets (Ministry of Finance)

GIC Re to list today (BL)

So Vishal Sikka was right after all (MC)

Infosys Board exposes the pettiness of Narayan Murthy (ET)

The Last Minute AGMs (IIAS)

What the charts don’t tell you (Common Sense)

Momentum investing has a place in portfolios (Ben Carlson)

What’s a star analyst really worth? (Bloomberg)

Bitcoin as a way to short things (Prof Varma)

How monetary policy caused China’s 100 years of humiliation (SCMP)

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Linkfest: October 24, 2017

Some stuff I am reading today morning:

N Chandra’s quick moves at the Tata Group (ET)

The untold story behind IndusInd-BharatFin merger (Mint)

Diwali Sale is yet to come to the markets (Bala)

Poor showing by pharma stocks (BL)

NBCC: Building India (Forbes)

How the real rich are different (Subramoney)

Over bought (Credit Writedowns)

What’s in store for gold? (Katusa)

Crypto Currencies could be worth $200 Trillion one day (Altucher)

On Time’s role in investing (Of Dollars & Data)

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Linkfest: October 23, 2017

Some stuff I am reading today morning:

GST rate structure needs complete overhauling (Mint)

Mutual Funds pump $12 Billion into Equities (BL)

How Cyrus Mistry was fired as Tata Chairman (Nirmalya Kumar)

Mohnish Pabrai is betting on realty stocks (RJ)

Some of our investing mistakes (Altais)

How we caught and dropped a 5 Bagger (Jatin Khemani)

Dalal Street: Surreal Expectations (OB)

The dangers of holding onto great stocks (Gannon)

When does a bubble become a bubble? (Pension Partners)

The Theory of Maybes (Morgan Housel)

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Links

Linkfest: October 18, 2017

Some stuff I am reading today morning:

Interview with Rakesh Jhunjhunwala (MC)

Indian Equity markets may need to swallow a bitter pill (S Rajah)

600 Companies line up $85 Billion of investments (ET)

IPO Review: Reliance AMC (S P Tulsian)

Bajaj Finance: Milking the Consumption Story (Mint)

Why India’s love affair with gold is here to stay (Quint)

How  D S Kulkarni is taking his fixed deposit holders for a ride (Ravi)

Advice for aspiring traders (Irrelevant Investor)

The winners of the new world redux (Macro Tourist)

Dividend Capture Strategy (Alpha Architect)

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Links

Linkfest: October 17, 2017

Some stuff I am reading today morning:

CNBC’s Top 12 Conviction Picks (MC)

Gold gets it’s sparkle back (Mint)

5 Things to consider while buying gold online (Groww)

Mr. Rao Vs Monsanto (ET)

The 3 scenarios that should guide investors (El Erian)

Crypto Asset Allocation (A VC)

Bitcoins: When a “fad” is no longer a “fad” (DR)

China’s influence on global markets grows (Bloomberg)

Saving is not the way to create wealth (Subramoney)

Price Vs Cost (Seth Godin)