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Linkfest: 24 October, 2018

Some stuff I am reading today morning:

Manappuram Finance 10.4% NCDs (One Mint)

How big can Reliance Retail be? (MC)

Zydus Cadila set to bag Kraft Heinz portfolio (ET)

SEBI mulls standardisation of PMS Schemes (BS)

Jet Airways seeks loan moratorium (BQ)

Stock Talk: Security & Intelligent Services (India) Ltd (Kumar Saurabh)

Sector Talk: Tyres (Alpha Invesco)

What is your financial tipping point? (Nick Maggiulli)

A reality check in the US (TRB)

Major consequences of US Sanctions against Saudi Arabia (CNBC)

 

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Linkfest: 23 October, 2018

Some stuff I am reading today morning:

‘No Question of Govt Bailout for IL&FS’ (MC)

How Raghav Bahl laundered 100 Crores (News Laundry)

Is short-covering over-due? (BL)

Income Tax Dept targets foreign assets (Mint)

Tata Sons writes off entire Rs.28,651 investment in Tata Teleservices (FE)

PayTM staff held for blackmailing CEO Vijay Sharma (BS)

Godrej Properties: Unlocking Success (OB)

On Finance Stocks (Bala)

Interview with Cliff Asness (Bloomberg)

Investing is Hard (Ian Cassel)

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Linkfest: 19 October, 2018

Some stuff I am reading today morning:

Your PPF money is going to bankrupt Air India (BQ)

Builders stare at credit crunch, defaults (Mint)

What Hathway & Den deals mean for Reliance Jio (Mint)

Tatas eye stake in Jet Airways (BS)

On the current NBFC Meltdown (Big Investor)

Netflix needs lower prices to woo India (Reuters)

How he makes Billions selling idlis and dosas (Rediff)

China’s stocks fall to 4 year lows (SCMP)

The worst kind of bear market (Common Sense)

10 Commandments of Investment Management (Mohnish Pabrai)

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Linkfest: 18 October, 2018

Wishing readers a very Happy Dussehra.

Some stuff I am reading today morning:

HFC Stocks in a tailspin (BL)

Spectacular Results by Reliance (Mint)

Mukesh Ambani, the new King of Cable (BQ)

Interview with Rajeev Thakkar (MC)

Can the CESC demerger unlock value for investors? (MC)

Air India sinking deeper (FC)

Stock Analysis: Mahanagar Gas (Dr Vijay Malik)

How to ensure stock market correction is not wasted (8020 Investor)

Haste makes Waste (Morgan Housel)

16 Different Ways to Invest in Real Estate (White Coat Investor)

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Linkfest: 17 October, 2018

Some stuff I am reading today morning:

IT Dept to probe tax evasion via F&O trades (MC)

BSE-NSE turf war moves to commodities space (BL)

How India’s largest hedge fund deals with volatility (BQ)

How Mukesh Ambani shook up India’s telecom sector (BQ)

Stock Talk : IEX (Mint)

Rupee at 79 against the Dollar (FE)

PPF rate history of last 50 years (Basu Nivesh)

Saudi Arabia’s ‘Oil Weapon’ Option (BI)

When to stop chasing the ‘hot stock’  (Macro Tourist)

Buffett is the anti-thesis of capitalism (Tepper)