Categories
Links

Linkfest: 19 June, 2018

Some stuff I am reading today morning:

Expect sharp global correction by Diwali (Udayan Mukherjee)

ICICI Bank Board finally gets a spine (ET)

Enforcement Directorate arrests Geodesic MD, Chairman (AA)

Lavasa: Billionaire’s folly, Banker’s nightmare (Quint)

Stock Talk: Omax Autos (The Astute Investor)

US-China trade war intensifies (CNBC)

Stock Markets-Holiday Season (Bala)

Sleepy but well-run companies can deliver super human returns (FT)

How I built my fortune (Katusa)

Jeff Bezos is now the world’s richest man (FE)

Categories
Links

Linkfest: 18 June, 2018

Some stuff I am reading today morning:

IPO Review: RITES (ET)

A Master Class on India’s Hotel Industry (Lemon Tree Conference Call)

Indigo’s LHLC plans (FE)

Concerns on DMart (BS)

Info Edge’s biggest edge (Forbes)

A Qute option for Indian roads (Rediff)

Sab Bhav Ke Khiladi Hain (Neeraj Batra)

Investor Profile: Manu Bhatia (MC)

Lessons from a momentum fund manager (Morningstar)

The #1 Rule in Investing (Pension Partners)

Categories
Links

Linkfest: 15 June, 2018

Some stuff I am reading today morning:

Sector: Hotel Stocks (MC)

Emerging Markets lose favour (Mint)

NSE to list this year (BL)

Carlsberg should pour that IPO now (Quint)

Secret Diary of Deep Kalra (OB)

End of the road for MobiKwik? (ET)

The business of the FIFA World Cup (CNBC)

What lunch with Buffett taught me (Guy Spier)

Your risk tolerance is an illusion (Financial Samurai)

Repeating themes (Morgan Housel)

Categories
Links

Linkfest: 14 June, 2018

Some stuff I am reading today morning:

Fed raises rate, signals more hikes (Quint)

Layoffs at Tech Mahindra (MC)

Govt clears HDFC Bank’s fund raising plan (ET)

Real estate lessons from Greater Noida (Mint)

Bosch in India (Fortune)

Startup: Droom (Forbes)

Netflix Vs Rest of Media (CNBC)

Why momentum investing is a contrarian approach (Ivanhoff)

The Valuation Obsession (A VC)

Will you leave an inheritance? (Subramoney)

Categories
Links

Linkfest: 13 June, 2018

Some stuff I am reading today morning:

TCS may buy back shares worth 10,000 Crores (TOI)

Look where Indian HNIs are parking their money (ET)

Further RBI rate hikes likely (Mint)

Govt mulls selling 100% stake in Air India (BS)

The rise and fall of Alok Industries (Quint)

Company Profile: Parle Products (OB)

VC Fund: Saama Capital (Forbes)

Scheme mergers are costlier than you think (MFCritic)

When do you average down? (Bronte Capital)

Podcast: Value Investing in India (Malabar Investments)