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Linkfest: 08 May, 2019

Some stuff I am reading today morning:

Stocks are in a bear market ( Jeff Gundlach)

TCS set to become world’s 3rd largest IT services co (Mint)

Amrapali probe findings turn bizarre (ET)

Arcelor’s Essar Steel bid in trouble (Rediff)

16 companies with rising operating profits (BS)

Stock Pick: Star Cement (Jigar Shah)

The rise and rise of IPL League (Forbes)

Charlie Munger’s 7 Iron Laws (George Mack)

Investors should focus on Margins (AM)

YouTube TV (A VC)

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Linkfest: 07 May, 2019

Some stuff I am reading today morning:

HDFC Bank to mull 2-1 stock split (MC)

Layoffs at Cognizant (ET)

Vikram Bakshi settles with McDonalds (BS)

On FMCG growth slowdown (Mint)

Did Britannia flout listing norms? (Rediff)

The Fed & its impact on India (Saurabh Mukherjea)

Stock Pick: Greenply Industries (Ekansh Mittal)

Stock Talk: RVNL (Big Investor)

Pilgrimage to Omaha (Rajeev Thakkar)

3 ways to be a supremely confident investor (Peter Cundill)

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Linkfest: 06 May, 2019

Some stuff I am reading today morning:

US-China tariff war intensifies (CNBC)

Mutual Fund AMCs in trouble (BL)

NSE is likely to cap Nifty’s sector weights (Rediff)

Anil Ambani Vs Rahul Gandhi (BS)

Govt sees little hope for Jet Airways revival (Mint)

Trader Profile: Kirubakaran Rajendran (MC)

Stock Pick: Reliance Industries (Harendra Kumar)

BYD- The world’s biggest electric car company (Bloomberg)

Skew offers great opportunity (Macro Tourist)

Winning your race (Microcap Club)

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Links

Linkfest: 03 May, 2019

Some stuff I am reading today morning:

How PayTM killed its eCommerce dream (ET)

How Satya Nadella remade Microsoft (Bloomberg)

JSW enters paints business (Mint)

Stock Pick: Aavas Financiers (Gautam Trivedi)

Interview with Ujjivan Founder Samit Ghosh (Fortune)

DLF: Plotting a revival (BT)

LLoyds of London is facing a perfect storm (GCaptain)

Buffett on buying a basket of stocks in a sector (AM)

The quest to find companies with moats (Economist)

4 Overlooked Investment Decisions (Common Sense)

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Links

Linkfest: 02 May, 2019

Some stuff I am reading today morning:

April GST collections at new high (BS)

IL&FS seeks punitive action against Deloitte, BSR (ET)

‘Super App’ to place Reliance Jio in pole position (Mint)

Car sales skid (Rediff)

JSW’s power play (Fortune)

Analysis of Fairfax India’s holdings (Krishnaraj Venkataraman)

Stock Pick: Maruti (Gautam Duggad)

Godrej Vatni- India’s Swadesi Soap (Print)

Mobileground India: The Chinese Invasion (Forbes)

Followership (A VC)