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Linkfest: July 24, 2017

Some stuff I am reading today morning:

How N Chandra plans to fix the Tata Group (Fortune)

‘Ambani Hedge’ is the new trade in town (BL)

Reliance Industries’ triple play (Andy)

An early sign GST is working (WSJ)

How Zomato survived the foodtech carnage (ET)

India’s Bulls aren’t tiring yet (Bloomberg)

What is wrong with ICICI Pru Value Discovery Fund? (FreeFinCal)

Promoter Buying as a Poker Hand (Mystic Wealth)

Buffett’s & Munger’s top tips for Class of 2017 (Vintage Value)

I bought my first Bitcoin (Josh)

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Linkfest: July 21, 2017

Some stuff I am reading today morning:

Patanjali dream run may be coming to an end (ET)

Wipro to go for Rs.11,000 Crores buyback (Mint)

Pension schemes for senior citizens to launch today (BS)

I am the Toll Bridge, a 100 Bagger (Amit)

Analysis: Ishan Dyes & Chemicals (Dr Malik)

Meeting Managements (Calculated Wagers)

Bill Miller: The unreformed Stock Picker (Forbes)

On simple markets (BCLund)

The easy money is being made (Irrelevant Investor)

Innovate or Die (Pension Partners)

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Links

Linkfest: July 20, 2017

Some stuff I am reading today morning:

SEBI doesn’t want retail investors to trade F&O (Mint)

Godrej Agrovet files for IPO (Quint)

GST protests a sham (FE)

The funny Mutual Fund show (Vipin Khandelwal)

MFs start churning portfolios (BL)

ONGC to take over HPCL (BS)

The end of brokerage? Not yet… (Barry)

Here’s why gold could stage a powerful rally soon (Katusa)

The real reason stocks are setting records (DR)

Investing Lessons from the Chaos Monkey (Safal Niveshak)

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Linkfest: July 18, 2017

Some stuff I am reading today morning:

Salasar IPO gets subscribed 270 times (ET)

SBI Life gets ready for IPO (Money Control)

HDFC Life also to go for IPO (Quint)

Chitra Ramakrishna earned 44 Crores in 3 years ! (BL)

Narayanmurthy: Regret quitting as Infosys Chief (BS)

Chinese small caps plunge (Bloomberg)

Maruti’s Makeover (OB)

Stock Talk: Future Enterprises Ltd (Shagun Jain)

Crypto Currencies: Easy Come, Easy Go (A VC)

Ten Rules for Catching a Bottom (Irrelevant Investor)

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Links

Linkfest: July 17, 2017

Some stuff I am reading today morning:

Doubled your money in last 3 years?Skill or Luck? (Nooresh)

Interview with Kenneth Andrade (Quint)

Number of PSU Banks may go down to 12 (Mint)

Of Mutual Fund Commissions and Biases (Vinit Conrado)

Few Bets,Big Bets, Infrequent Bets (Mohnish Pabrai)

Earnings Vs Free Cash Flow (Calm Investor)

Dilip Pendse’s unlikely journey (Mumbai Mirror)

When will electric cars go mainstream? (NYTimes)

Every great investment hurts (Collaborative Fund)

The most expensive pizza in history (DR)