Tag: linkfest

Some stuff I am reading today morning:

GST rate structure needs complete overhauling (Mint)

Mutual Funds pump $12 Billion into Equities (BL)

How Cyrus Mistry was fired as Tata Chairman (Nirmalya Kumar)

Mohnish Pabrai is betting on realty stocks (RJ)

Some of our investing mistakes (Altais)

How we caught and dropped a 5 Bagger (Jatin Khemani)

Dalal Street: Surreal Expectations (OB)

The dangers of holding onto great stocks (Gannon)

When does a bubble become a bubble? (Pension Partners)

The Theory of Maybes (Morgan Housel)

Some stuff I am reading today morning:

Interview with Rakesh Jhunjhunwala (MC)

Indian Equity markets may need to swallow a bitter pill (S Rajah)

600 Companies line up $85 Billion of investments (ET)

IPO Review: Reliance AMC (S P Tulsian)

Bajaj Finance: Milking the Consumption Story (Mint)

Why India’s love affair with gold is here to stay (Quint)

How  D S Kulkarni is taking his fixed deposit holders for a ride (Ravi)

Advice for aspiring traders (Irrelevant Investor)

The winners of the new world redux (Macro Tourist)

Dividend Capture Strategy (Alpha Architect)

Some stuff I am reading today morning:

CNBC’s Top 12 Conviction Picks (MC)

Gold gets it’s sparkle back (Mint)

5 Things to consider while buying gold online (Groww)

Mr. Rao Vs Monsanto (ET)

The 3 scenarios that should guide investors (El Erian)

Crypto Asset Allocation (A VC)

Bitcoins: When a “fad” is no longer a “fad” (DR)

China’s influence on global markets grows (Bloomberg)

Saving is not the way to create wealth (Subramoney)

Price Vs Cost (Seth Godin)

Some stuff I am reading today morning:

Godrej Agrovet to list today (MC)

IndusInd Bank seals deal to acquire Bharat Financial (Quint)

Samvat 2074 will see liquidity-valuations tussle (BL)

How tech has relaxed Mumbai’s monopoly on finance (ET)

15 Best Diwali Stock Picks from brokerage firms (My Investment Ideas)

Dmart’s earnings don’t support valuations (Mint)

JSPL on recovery path (BS)

Good times ahead for power transmission players (MC)

Before Thaler there was Pai (Mint)

“Festival” sale (Credo Capital)

Here are the most clicked items on Alpha Ideas this week:

JHS Svendgraad: Information is money (AI)

Upto 33,000% returns in 10 years (ET)

NESCO Ltd: It’s lovely to be a Mumbai land owner (AI)

Top MF Buys & Sells in Sept 2017 (AI)

AIFs: Party to Abhi Shuru Hui Hain (AI)

Notes from Morningstar Investment Conference (Subramoney)

Reliance Capital Investors note Anilbhai is no Arjun (AI)

Stop wasting time (Microcap Club)

Roller Coaster (Amit)

PE Firms short circuit IEX IPO (AI)