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Links

Linkfest: 24 April, 2019

Some stuff I am reading today morning:

Softbank eyes investment in Jio (BS)

IPO Review: Neogen Chemicals (ET)

Stock Talk: Dr Reddys (OB)

The Churn in the Sensex (Mint)

Moat Busters (Chetan Parikh)

Using ‘Cash Secured Puts’ (AM)

Why are stories so important to investors? (BI)

Is Diversification for idiots? (Value Stock Geek)

3 Questions to fine tune your investment strategy (Morningstar)

An investment approach that works (Farnam Street)

Categories
Links

Linkfest: 17 April, 2019

Some stuff I am reading today morning:

Jet Airways headed for total shutdown (FE)

Saudi Aramco eyes 25% stake in RIL gas & refining business (TOI)

Polycab India makes stellar debut (Mint)

IT Dept sets aggressive targets (MC)

High Frequency Trading surges in India (BS)

Stock Talk: Eicher Motors (Forbes)

India’s Co-Living Opportunity (OB)

Buffett: Why IPOs are not for us (Guru Focus)

On inheriting a fortune (The Cut)

Survival in the world of investing (Of $ and Data)

Categories
Links

Linkfest: 16 April, 2019

Some stuff I am reading today morning:

Polycab India to list today (ET)

India Post now biggest loss making PSU (MC)

Asia’s tech champions zero in on banking (Reuters)

Stock Analysis: Kokuyo Camlin (Dr. Vijay Malik)

Stock Analysis: Godrej Consumer Products (ViM)

Stock Talk: Hyderabad Industries (Big Investor)

Sectoral Charts: Auto (Nooresh)

Interview with Michael Batnick (AM)

Uber’s coming out party (Aswath Damodaran)

Generating alpha using the Cash Conversion Cycle (AA)

Categories
Links

Linkfest: 15 April, 2019

Some stuff I am reading today morning:

Metropolis Healthcare to debut today (MC)

FPIs stay bullish on Indian markets (BS)

JSPL Vs Jagatramka (BL)

Thoughts on the FMP Fiasco (MF Critic)

FMP & debt markets (Subramoney)

SME IPOs : The dark underbelly of Indian Stock Market (Finception)

10 Learnings from acquiring Satyam (C P Gurnani)

Annual Letter to shareholders (Vallum Capital)

Why David Swensen is the Roger Federer of investing (II)

Exercise makes you happier than money (Business Insider)

Categories
Links

Linkfest: 12 April, 2019

Some stuff I am reading today morning:

Concerns over India’s GDP data (ET)

Allow IHH to make open offer for Fortis (BS)

16 Stock Picks for 2019 (RJ)

Stock Talk: Delta Corp (MC)

Rant : On the FMP Crisis (Manoj Nagpal)

To be a good investor (Subramoney)

The Life Cycle of Wealth (Common Sense)

Investment Strategy in an uncertain world (Alpha Architect)

Disney Vs Netflix (CNBC)

Jeff Bezos 2018 Letter to Shareholders (Amazon)