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Links

Linkfest: 25 October, 2019

Some stuff I am reading today morning:

SC deals Rs.92,641 Cr blow to telcos (Rediff)

Govt mulls personal Income Tax relief (BS)

Interview with Rakesh Jhunjhunwala (MC)

Infosys swings into damage control mode (ET)

India vaults to 63rd rank in Ease of Doing Business rankings (Mint)

India Post Office Mobile Banking App (My Investment Ideas)

Investing: What worked for me (Subramoney)

Understanding Investment Consensus (Aleph Blog)

Ken Fisher Vs Index Funds (Evidence Investor)

Hong Kong Businesses struggle to survive (Zero Hedge)

Categories
Links

Linkfest: 24 October, 2019

Some stuff I am reading today morning:

Risk of contagion in financial sector (ET)

Concor employees smell a scam in strategic sale (BL)

BSNL-MTNL Merger (FE)

Insurance Cos exit Fasal Bima Yojana (BT)

Celebrating Diwali during a Downturn (Mint)

Diwali Special with Manish Chokhani & Ramesh Damani (ET Now)

Evolve or Die (MicroCap Club)

Four types of Investors (Niteen S Dharmawat)

On Owner-Managed Companies (Joseph Boskovich)

Scaling Fallacy in Investing (Safal Niveshak)

Categories
Links

Linkfest: 23 October, 2019

Some stuff I am reading today morning:

25 DFHL group firms took 14,000 Cr loans (Mint)

Indigo Promoter fight worsens (ET)

Diwali Special with Manish Chokhani, S Naren & Raamdeo Agrawal (CNBC)

Post general elections is a good time to make money (Marcellus)

Interview with Samir Arora (ET)

Useful Biases (Morgan Housel)

Uncomfortable reading (Irrelevant Investor)

3 Lessons from my worst trade (Marc Litchenfeld)

Improving liquidity for small cap stocks (Aleph)

Up and to the right (Seth Godin)

Categories
Links

Linkfest: 22 October, 2019

Some stuff I am reading today morning:

All eyes on Infosys (BS)

India-US trade deal almost final (FE)

Interview with Bharat Shah (ET)

Decoding the great Indian tax payer (Mint)

How the Singh brothers fell from grace (Rediff)

Sector Watch: Sugar (Forbes)

Ranking business models (Ashish Kila)

Don’t exit SIP (Bala)

Profiting from the Trump chaos trades (Vanity Fair)

The best predictor for stock fund performance (Morningstar)

Categories
Links

Linkfest: 18 October, 2019

Some stuff I am reading today morning:

EU & UK reach deal on Brexit (BBC)

Realty market sentimernts sink to demonetization levels (ET)

Health of MSMEs worsens (BS)

India’s tightrope act with foreign investors (Mint)

SEBI may hike PMS investment limit to 50L (MC)

India: Wealth Creation Story (Kuntal Shah)

The smelting of Indian stocks (Calm Investor)

Latest Memo from Howard Marks (Oaktree Capital)

Forget Value Vs Growth (Michael Mauboussin)

An Eulogy for the 60-40 portfolio (Common Sense)