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Linkfest: 11 November, 2019

Some stuff I am reading today morning:

Bajaj Finserv turns up the heat in broking (BS)

Inside the battle to save India’s telcos (BS)

Over 60,000 BSNL,MTNL employees have opted for VRS (Rediff)

Crisis in the Diamonds industry (Bloomberg)

Stock Talk: Narayana Hrudayalaya (Gurpreet Singh)

Value Investing, my foot (Subramoney)

The Quality Conundrum (Abhishek Basumallick)

Indian Mutual Funds holding International Stocks (Free Fincal)

Equity Strategies: Past is not prologue (Research Associates)

The rise of nationalism (George Soros)

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Links

Linkfest: 08 November, 2019

Some stuff I am reading today morning:

Raymond to demerge core lifestyle business (ET)

22,000 BSNL employees opt for VRS in 2 Days (MC)

IRDAI bars Reliance Health Insurance from selling policies (BS)

IT Department Vs Tata Trusts (Money Life)

Stock Talk: MSTC Ltd (Gurpreet Singh)

Does P/E multiples determine investor returns? (Marcellus)

How to spend your money, according to Science (Big Think)

The Bear Case for Netflix (David Einhorn)

Why investors should avoid stock tips (Philip Carret)

Two paths to creative success in business and investing (CFA Institute)

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Links

Linkfest: 01 November, 2019

Some stuff I am reading today morning:

Market Experts on Sensex making new highs (BQ)

Yes Bank to get $ 1.2 Billion lifeline (Mint)

Core Sector shrinks by 5.2% in Sept (MC)

RCEP deal to go down the wire (Mint)

Cognizant set to sack 13,000 (BS)

Low Cost Airline: VietJet (Forbes)

Yeah, it’s still water (Epsilon Theory)

Money, health and happiness (Barry)

How to read financial news (CFA Institute)

Forget about Calendar Anomalies (Klement On Investing)

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Links

Linkfest: 31 October, 2019

Some stuff I am reading today morning:

Fed cuts interest rates (CNBC)

India to open 100 airports in 5 years (ET)

Reliance Jio’s strongly worded letter to COAI (CNBC)

Govt may bring in gold amnesty scheme (BS)

The Big Call – Bubble in Quality ? (Sunil Singhania)

What is chasing you? (Ian Cassel)

Market Efficiency, anyone? (Anantha Nageswaran)

What caused us to sell Softbank shares? (Market Watch)

More money, more problems (Blair Belle)

On Property Ladders (Klementon Investing)

Categories
Links

Linkfest: 30 October, 2019

Some stuff I am reading today morning:

A bonanza in the offing for the stock markets (BS)

SCI Disinvestment gathers pace (DIPAM)

40,000 Telecom jobs at risk after SC order (BT)

Rana’s ‘Yes’ Bank (OB)

Indigo to place ‘record’ order with Airbus (Mint)

Indian steelmakers face debt challenges (ET)

Ujjivan: RBI’s red flags (Candor Investing)

A Healthcare Company high on accounting steroids (Multi Act)

How to find investing gems that don’t screen as cheap (AM)

What Spanish property taught me about investing in Commodities (Nicholas Vardy)