Categories
Links

Linkfest: October 31, 2017

Some stuff I am reading today morning:

Lenders to take over Anil Ambani’s RCom (Quint)

How Viral Acharya’s presence moved the bond market (ET)

Mahindra Logistics IPO opens today (Mint)

SEBI’s diktat on Aadhar spooks foreign investors (BS)

Hindustan Aeronautics gets SEBI nod for IPO (BL)

AllCargo Logistics: Turnaround story? (RJ)

Finally time to buy stock market vol? (Macro Tourist)

5 Questions-When to sell? (Barry)

The full reset (Collaborative Fund)

10 Questions I am pondering about the markets (Ben)

Categories
Links

Linkfest: October 30,2017

Some stuff I am reading today morning:

IDFC Bank,Shriram set to call off merger talks (ET)

11,000 Crores worth of IPOs this week (MC)

IPO Review: Mahindra Logistics (IPO Central)

Listing plans of the HDFC Group (Deepak Parekh)

Are the decks clearing for a RBI rate hike? (Mint)

Stock Talk: Godawari Power & Ispat (Niteen Dharmawat)

The biggest stock collapse in world history (Bloomberg)

Money for nothing (Seth Godin)

Bitcoin-Errors of Omission/Commission (Howard)

I Scam Yous (A VC)

Categories
Links

Linkfest: October 26, 2017

Some stuff I am reading today morning:

PSU Bank bears get short squeezed (BL)

The Bond Market is the loser in the Govt’s recap plan (Mint)

The ambitious Bharatmala project (FE)

Insurance firms continue to disappoint (BS)

25 Years on,Indian Telephony at crossroads (Rajeev Chandrasekhar)

RCom to shut it’s 2G wireless business (ET)

Reliance Nippon Asset Management IPO (Subramoney)

The Bitcoin Boom (Aswath Damodaran)

Value Investing-Some Suggestions (Market Fox)

A funds flow theory for value & momentum investing (AA)

Categories
Links

Linkfest: October 25, 2017

Some stuff I am reading today morning:

The presentation which is shaking the markets (Ministry of Finance)

GIC Re to list today (BL)

So Vishal Sikka was right after all (MC)

Infosys Board exposes the pettiness of Narayan Murthy (ET)

The Last Minute AGMs (IIAS)

What the charts don’t tell you (Common Sense)

Momentum investing has a place in portfolios (Ben Carlson)

What’s a star analyst really worth? (Bloomberg)

Bitcoin as a way to short things (Prof Varma)

How monetary policy caused China’s 100 years of humiliation (SCMP)

Categories
Links

Linkfest: October 24, 2017

Some stuff I am reading today morning:

N Chandra’s quick moves at the Tata Group (ET)

The untold story behind IndusInd-BharatFin merger (Mint)

Diwali Sale is yet to come to the markets (Bala)

Poor showing by pharma stocks (BL)

NBCC: Building India (Forbes)

How the real rich are different (Subramoney)

Over bought (Credit Writedowns)

What’s in store for gold? (Katusa)

Crypto Currencies could be worth $200 Trillion one day (Altucher)

On Time’s role in investing (Of Dollars & Data)