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Linkfest: July 10, 2017

Some stuff I am reading today morning:

P-Note unwinding to weigh on the markets (BL)

The complex IDFC-Shriram deal (Mint)

Air India break-up on fast track (FE)

Equity MF flows jump 3 fold in April-June (Quint)

Margin of Safety (Bala)

PI Industries-Another Look (Value Investor)

Stock Analysis-Caplin Point Labs (Dr. Vijay Malik)

To be a great investor, you must treasure volatility (Katusa)

Soundbite Investing (Common Sense)

The Real Estate Investing Rule to follow (Financial Samurai)

Categories
Links

Linkfest: July 07, 2017

Some stuff I am reading today morning:

Tata Communications,Tata Sky may merge with Bharti (ET)

An IDFC Bank-Shriram Merger? (Quint)

SBI Life IPO plan gets approval (Mint)

NCR’s housing market continues to crumble (BL)

IPO financing to grow this fiscal (Mint)

Some things I’ve learned over last 30 years investing (BroadSword Capital)

Interview with Ashish Chugh (ET)

The tragedy of Dilip Pendse (Mint)

Hope investing in small cap stocks (Stocks Shastra)

What I believe most in investing (Collaborative Fund)

Categories
Links

Linkfest: July 06, 2017

Some stuff I am reading today morning:

Ajay Singh took over Spice Jet for Rs.2 (Quint)

8% Mahindra Finance NCD (My Investment Ideas)

What are ITC’s investors smoking? (Mint)

Bourses bat for longer trading hours (BL)

Tech Mahindra’s Gurnani makes 147 Crores from ESOPs (BS)

Video: Interview with Porinju Veliyath (ETNow)

Fragrance King: Vini Cosmetics (OB)

The best portfolio (Subramoney)

People have emotions, ,markets don’t (AR)

Nasi Goreng Bonds, anyone? (Bloomberg)

Categories
Links

Linkfest: July 05,2017

Some stuff I am reading today morning:

N Chandra’s plans for the Tata Group (ET)

Decks cleared for ICICI Lombard IPO (BL)

Snapdeal rejects Flipkart’s offer (Mint)

Supreme Court may allow bypassing of its highway liquor ban (FE)

Essar Steel moves court against RBI (BS)

Synthite Industries: India’s taste maker (OB)

This is how you spot a terrible IPO (DR)

Goldman Sachs already profiting from Venezeula’s pain (DB)

On minding your own business (Seth Godin)

Research: Best strategies for the worst crises (SSRN)

Categories
Links

Linkfest: July 04, 2017

Some stuff I am reading today morning:

Interview with Rakesh Jhunjhunwala (ET)

Mutual Funds aim at 5 fold increase in assets by 2025 (BS)

The changing face of life insurance in India (Mint)

GST is not the last of Modi’s reforms (Bloomberg)

Stock Talk: Aditya Birla Financial Services Ltd (Amit Jeswani)

Difficulty of doing business (Subramoney)

Value Investor Interview: Brent Beshore (Safal Niveshak)

The most important item while analyzing a Balance Sheet (Katusa)

Two Confusions (Seth Godin)

Is 44$ oil a bargain if Saudi-Iran war is inevitable? (DR)