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Links

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)

Categories
Links

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)

Categories
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)

Categories
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)

Categories
Links

Linkfest: 30 April, 2019

Some stuff I am reading today morning:

Yes Bank stock may face pressure (ET)

Five Core Promoters are absconding (Money Life)

Analjit Singh offers exit to Max shareholders (Mint)

Stock Pick: Grauer & Weil (ArunaGiri N)

Stock Talk: HDFC Life (MC)

Stock Talk : NELCO Ltd (EEE)

See you in the machine (Macro Tourist)

How many stocks should you own in your portfolio? (Intrinsic Investing)

Using emotions to your advantage (Microcap Club)

Bill Ackman thanks Buffett for his fund’s turnaround (Yahoo)