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Linkfest: 28 August, 2019

Some stuff I am reading today morning:

Govt starts process of disinvestment in PSUs (MC)

Cabinet may ease norms in retail, insurance today (BS)

Another price war by Reliance Jio (ET)

Gold ETFs not popular (FE)

Troubles at Vodafone Idea (Mint)

Micro Finance Sector to grow 22% in FY20 (BT)

Stock Analysis: Datamatics (Dr Vijay Malik)

Company Profile: DMart (OB)

The US is about to flood the oil market (CNBC)

The 3 buckets of micro cap investing (Ian Cassel)

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Links

Linkfest: 27 August, 2019

Some stuff I am reading today morning:

Govt gets windfall gain from RBI (ET)

Centre’s unpaid bills to FCI touches 2 Lakh Crores (FE)

All eyes on Indigo AGM today (BS)

Steel makers are in a tough spot (Mint)

Company Profile: Berger Paints (OB)

Stock Analysis: Ashok Leyland (Dinesh Sairam)

How SpotOn Logistics turned around (Forbes)

Mistakes investors should avoid with brokers (Rediff)

The successful one stock portfolio (AM)

Buffett’s philisophy still speaks volumes (Yahoo)

Categories
Links

Linkfest:26 August, 2019

Some stuff I am reading today morning:

Presentation by FM to revive economy (Nirmala Sitharaman)

US China trade war intensifies (CNBC)

11 reasons why a US economic crisis is imminent (Zero Hedge)

PMO clears BSNL-MTNL revival (ET)

Small channels in panic mode (BS)

PayTM Money expects 50% market share in Direct MF segment (BL)

Increase in net worth (Subramoney)

Know your country (G Maran)

Amazon’s tiny profits explained (Vox)

Obituary: Arun Jaitley (Mint)

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Links

Linkfest: 23 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Neogen Chemicals (Manish Gupta)

Alpha Ideas 20 20 Presentation: Muthoot Finance (Priyan Kondoth)

Unprecedented financial sector crisis in 70 years (Niti Aayog)

New SEBI norms are a tax bonanza for FPIs (BL)

Why NTPC is getting the cold shoulder (Mint)

Indians pawning family gold amid credit crunch (Reuters)

The 5 dimensions of variant perception (CFA Society)

Here comes the #TrumpRecession (Barry)

Why US CEOs should fear a recession (ET)

How to lose a lawsuit- accuse a fund for over charging (Morningstar)

Categories
Links

Linkfest: 22 August, 2019

Some stuff I am reading today morning:

CG Power: A financial thriller on Dalal Street (MC)

Mukesh Ambani has a gas problem (BS)

Small Cap investing may not be worth it (Dhirendra Kumar)

The revolt against food delivery apps (Mint)

Alarm bells ringing for India telecom industry (Kush Katakia)

It will take 2 years to come out of economic slump (Bimal Jalan)

Who will be the next Unicorn from India? (OB)

How to identify a consensus (Ritesh Jain)

Why value investing works (Nick Kirrage)

Why Complexity Sells (Morgan Housel)