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Links

Linkfest: 14 March, 2019

Some stuff I am reading today morning:

Zee may sell 20% stake to Sony for 13,000 Cr (Mint)

The mystery at Sterling Biotech (BT)

Sector Watch: Aviation (MC)

Stock Analysis: Gandhi Special Tubes (Dr Vijay Malik)

Interview with Porinju Veliyath (ET)

Strong Early Returns Vs Strong Late Returns (Stable Investor)

When to use EV/EBITDA instead of P/E ratio (BS)

Counter intuitive Competitive Advantages (Morgan Housel)

Monsters of Investing: Fast & Slow Failure (Think New Found)

Market, Team, Product (A VC)

Categories
Links

Linkfest: 13 March, 2019

Some stuff I am reading today morning:

India grounds Boeing 737 MAX jets (ET)

L&T prepares for hostile takeover of Mindtree (Mint)

Court gives no relief to Kotak Bank (FE)

Satta Market bets on NDA return in 2019 (BS)

BOI raises 660 Cr by selling shares to employees (BL)

Brexit Deal rejected again (CNBC)

GIFT City’s future hangs in balance (TOI)

The paradox that is Indian Aviation (Forbes)

Capturing Crisis Alpha (AM)

12 Principles of Portfolio Management (Humble $)

Categories
Links

Linkfest: 12 March, 2019

Some stuff I am reading today morning:

OFS in HDFC Life (BS)

IPO Review: MSTC (S&B)

What went wrong with Arvind Fashions’ listing price? (ET)

Ruia’s desperate bid to stop Arcelor Mittal (Mint)

Returns are never linear in the Market (Dr C K Narayan)

On Retirement Planning (Bala)

On using the Securities Lending & Borrowing Platform (Ventura)

A Simple Trend Model for Equities (Market Fox)

What happens after you win? (Irrelevant Investor)

The Bull Market’s greatest feat? Sowing Doubt (NY Times)

Categories
Links

Linkfest: 11 March, 2019

Some stuff I am reading today morning:

Lok Sabha Election Dates announced (FE)

Pre-Poll election rally likely (ET)

How the Roads Sector will look like after Elections 2019 (Mint)

Trader Profile: Vivek Gadodia (MC)

Promoter Profile: Vinati Saraf Mutreja (Forbes)

Stock Analysis: HEG Ltd (Dr Vijay Malik)

United Spirits does a Marie Kondo (Big Investor)

Why health insurance is a scam in India (Vijay Pahwa)

Research: Sector Business Cycle Analysis (Alpha Architect)

The key to Good Luck (Get Pocket)

Categories
Links

Linkfest: 07 March, 2019

Some stuff I am reading today morning:

Job crisis in India (ET)

Strange happenings at Odisha Cement Ltd (Deepak Shenoy)

DHFL surges after clean chit by independent auditors (BS)

PIL seeks scrapping of Tata Steel’s iron ore mining rights in Odisha (Mint)

Delhivery joins Unicorn Club (Fortune)

Why does RBL Bank look attractive to investors? (Ventura)

Asset allocation is the problem, not alpha (Subramoney)

Just say No to acquisitions (Aswath Damodaran)

The Wrong Focus (Pension Partners)

The ‘Money Person’ in a relationship (NY Times)