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Linkfest: 12 June, 2019

Some stuff I am reading today morning:

Auto Sales fall 21% in May (Mint)

Former CEA questions GDP data (MC)

IL&FS probe reveals more shady deals (ET)

Modi 2.0 to focus on labour reforms (BS)

Sector Focus: Road Construction Companies (Ventura)

EV Switchover deadline is foolhardy (Rajiv Bajaj)

2000 Cr Ponzi scam in Bangalore (Money Life)

Criteria for Liquidations (Walter Schloss)

Operational Momentum (Irrelevant Investor)

Investing as a hobby (David Schawel)

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Links

Linkfest: 11 June, 2019

Some stuff I am reading today morning:

Blackmailing IndiaBulls (BSE)

New NPA Circular of RBI (MC)

Can of worms opens at J&K Bank (ET)

Essel Group races to meet dues deadline (Mint)

Yes Bank continues to fall (BS)

Govt Bonanza for Hester Biosciences (BSE)

Sterlite Copper’s Woes (Forbes)

The Re-Death of Value (Larry Swedroe)

A Portfolio Strategy for 30 year retirements (Retirement Field Guide)

Seven to Ten years (A VC)

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Links

Linkfest: 10 June, 2019

Some stuff I am reading today morning:

How DHFL, Rel Capital gamed the system (Money Life)

NBFC crisis hits real estate (ET)

Revival of the IPO Market (Mint)

Blackstone in India (Forbes)

How NMDC is taking its business to the next level (FE)

Stock Analysis: Associated Alcohols & Breweries (Dr Vijay Malik)

Trader Profile: Sovit Manjani (MC)

Index Funds Vs Active Funds India Report (Free Fincal)

Low (No ) Barriers to Entry (A VC)

Poverty in America (Zero Hedge)

Categories
Links

Linkfest: 07 June, 2019

Some stuff I am reading today morning:

RBI cuts interest rates to 9 year low (ET)

RBI removes charges on RTGS/NEFT transactions (BS)

RBI in the cross hairs (Money Life)

Azim Premji retires (MC)

Why Sensex had its biggest fall of the year (Mint)

Stock Talk: VIP Industries (OB)

Why small investors must avoid Gilt Funds (Rediff)

Why there always will be investment opportunities (AM)

Investing on persistent foundations (Integrating Investor)

Remembering legendary fund manager John Neff (Inquirer)

Categories
Links

Linkfest: 06 June, 2019

Some stuff I am reading today morning:

DHFL Crisis deepens (Mint)

Care Ratings downgrades Eros International to default (ET)

Dighi Ports Promoter has been declared as ‘wilful defaulter’ (FE)

Sorry story of debt ridden companies (BL)

Monsoon rains to arrive on June 8 (MC)

Nitin Gadkari’s ambitious 5 year roadmap (BT)

Stock Talk: Radico Khaitan (Big Investor)

Is this a good time to buy Page Industries? (OB)

Value Investing is the marriage of a contrarian steak & a calculator (Seth Klarman)

Financial advice for my new daughter (Morgan Housel)