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Links

Linkfest: 25 January, 2019

Some stuff I am reading today morning:

Kochhars got bribes for favouring Videocon (ET)

How Ravneet Gill won the race to the top of Yes Bank (MC)

Linde India’s delisting bid fails (BS)

Will the Centre present a 6th ‘full Budget’ ? (BL)

Mumbai Police issues fresh notices to 300 Brokers (Rediff)

How to use PPF to save 1 Crore (Stable Investor)

10.15% Manappuram Finance NCD (MII)

Bill Miller in the wilderness (Institutional Investor)

Why Everyone else seems to have more money than you (FC)

Short Term Luck Vs Long Term Skill (O’ Shaughnessy)

Categories
Links

Linkfest: 24 January, 2019

Some stuff I am reading today morning:

Piyush Goyal named interim Finance Minister (MC)

Vodafone plans $3.5 Billion War Chest to fight Ambani (ET)

Indigo plans global expansion (BS)

The Battle for Essar Steel continues (FC)

Marico: Shifting into second gear (Fortune)

Why the Billionaires at Davos are scared (CNBC)

Pulling in their horns (TRB)

Stock Pickers don’t know how to sell (Barry)

The Biggest Returns (Morgan Housel)

Capitalism & Inequality (A VC)

Categories
Links

Linkfest: 23 January, 2019

Some stuff I am reading today morning:

IL&FS heat singes Mutual Fund industry (BL)

Petrol 2 Wheelers face e-Cess (ET)

Investors wary of Prabhat Dairy-Lactalis deal (MC)

Reliance Vs Amazon (BS)

Seth Klarman Letter chills Davos (NYTimes)

Pallonji Mistry trying to sell more assets (FC)

You are not Buffett (Subramoney)

Double your money (TRB)

Best way to short China? (Macro Tourist)

The untold story of a self-made investing millionaire (SN)

Categories
Links

Linkfest: 22 January, 2019

Some stuff I am reading today morning:

Modi’s Make In India gets Lockheed boost (ET)

Prabhat sells it’s dairy business (BS)

BOI may come out of PCA this week (FC)

State Bank of India: Performing Asset (Forbes)

Modi to consider cheap loans for small businesses (Reuters)

Nifty P/E Ratio Returns Analysis (Stable Investor)

Is rotation better than index investing? (Mystic Wealth)

The time Jack Bogle set me straight (TRB)

12 things I’ve learned from comedians about money (25IQ)

Charlie Munger on Opportunity Cost (AM)

Categories
Links

Linkfest: 21 January, 2019

Some stuff I am reading today morning:

SFIO wants DCB Bank License cancelled (BL)

Reliance to enter eCommerce in a big way (YS)

A Jet-Etihad deal won’t comfort many investors (ET)

SEBI turns down L&T’s buyback (BS)

FPI outflow crosses Rs. 4,000 Cr in Jan (FC)

FISH method of saving money (8020Investor)

2018 Results Memo to Investors (Mohnish Pabrai)

Jan 2019 Letter to Investors (Sage One)

Caveat Investor (Cliff Asness)

Warren Buffett & Charlie Munger: Diversification (You Tube)