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Linkfest: June 15, 2017

Some stuff I am reading today morning:

FED raises rates (Bloomberg)

How hospitals and doctors push their patients to financial ruin (Outlook)

Infosys is worried, and it shows (Quartz)

SEBI meets rating agencies over RCom fiasco (BS)

Stock Analysis: Kovai Medical (Dr. Malik)

Death of the human investor (CNBC)

Prepare now for the end of the bull market (Ben Carlson)

The seduction of pessimism (CF)

Accelerating revolutions (Seth Godin)

Buyer Beware (A VC)

Dystopian Portfolios for a Dystopian World (Macquarie Research)

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Links

Linkfest: June 14, 2017

Some stuff I am reading today morning:

All clear for commodity options (ET)

IPO Review: CDSL (My Investment Ideas)

IPO Review: Eris Lifesciences (SP Tulsian)

GST-India’s Great Migration Challenge (Mint)

InvITs : Companies in ‘wait and watch’ mode (FE)

Mommy, Ambani broke my balance sheet (Quint)

Hyderabad’s Karachi Bakery (OB)

How to make your business last forever (FS)

How a Company’s name impacts stock performance (Andrew)

Bitcoiners are freaking out (Motherboard)

Categories
Links

Linkfest: June 13, 2017

Some stuff I am reading today morning:

Reliance General Insurance plans IPO (BL)

Interview with Ashish Chugh (MC)

Telecom firms want a Govt bailout (Mint)

TCS, Infosys are fading stars (Aswath Damodaran)

Stock markets are not prepared for GST disruption (BS)

India Inc caught in War of the Mandarins (Andy)

Only LIC policy that I like (Subramoney)

Is Jim Rogers a charlatan? (CS)

Calm the f*** down (TRB)

Being transparent about your long term strategy (A VC)

Categories
Links

Linkfest: June 12, 2017

Some stuff I am reading today morning:

Why India’s bad loan problem is really bad (Tamal)

IPO Review: Tejas Networks (SP Tulsian)

Time for the great PSU sell off has arrived (ET)

IPO listing time may be cut to 4 days (Mint)

Modi Govt boosts road building to 30 km/day (FE)

Jewelers to suffer GST pain (BS)

The sorry plight of the unprotected small investor (BL)

Differentiating business performance from stock performance (MC)

Technology is the new Macro (TRB)

No way out (Seth Godin)

Categories
Links

Linkfest: June 09, 2017

Some stuff I am reading today morning:

Moodys: PSU Banks need 95,000 Crores (BS)

Understanding the Indian Cement Industry (Ashwini Damani)

Infy founders plan to sell stake in firm (ET)

Merger of HDFC Life & Max Life fails (Mint)

PEG ratio can help you spot multi baggers (MC)

Interview with Basant Maheshwari (YouTube)

Gujarati TV channel exposes Kushal Tradelink stock manipulation (VTV)

How Byju created a $600 Million Education company (FE)

Niti Ayog: Online Banking will kill physical banks in 5-6 years (News18)

How to lose money consistently (Rohit)