Some stuff I am reading today morning:
Singh Brothers fined 2500 Crores for misleading Daiichi (Mint)
A Stabilization in China (Akash Prakash)
Bees Saal Baad (Prashanth)
Hyderabad Pharma Companies fight back (OB)
Nobody knows Nuthin’ (Barry)
How to pocket bull market profits as stocks drop (DR)
Why does indexing shrink alpha? (PragCap)
Notes from 2016 Ira Sohn Conference (I, II & III)
The number 1 predictor of Mutual Fund Performance (Morningstar)
The worst bear market nobody talks about (II)
Some stuff I am reading today morning:
Stanley Druckenmiller: Get out of stock market,buy gold (CNBC)
BSE suspends trading in Ricoh India (MoneyControl)
Higher derivatives lot size boosts margin trading biz (BS)
Investors pick Indian monsoon winners (Bloomberg)
Stock Review: Godrej Consumer (Mint)
EM investors share views on India & China (Morningstar)
Steps towards financial freedom (Subramoney)
What’s in a multiple? (Financialist)
Warren Buffett finally comes clean (DR)
Buffett lessons for Value Investors (AA)
Some stuff I am reading today morning:
How Subramaniam Swamy changed the game in Rajya Sabha (Jaggi)
What I took away from Buffett’s shareholder meet (Raamdeo Agarwal)
IPO Review: Parag Milk Foods (BS)
India is suffering its worst drought in decades (Bloomberg)
Rural distress dries up FMCG volumes (BL)
Federal Bank draws big investors (ET)
SEBI’s new rule on settlements to help Reliance (Mint)
Is “Margin of Safety” an excuse for doing nothing? (Aswath Damodaran)
Ranking 30 sectors by equity performance 1933-2015 (PE)
Steve Cohen:Talent is thin (Bloomberg)
Some stuff I am reading today morning:
Interview with Rakesh Jhunjhunwala (MoneyControl)
Why Indian midcaps have lofty P/E multiples without lofty earnings growth (Nooresh)
Gold crosses $1300 (Bloomberg)
Know you mutual fund manager’s salaries (ET)
NALCO to buy back 25% stake (FE)
Jabong struggles (Mint)
How Ashton Kutcher turned $30 Million into $250 Million (Forbes)
Investor Cage Match:Gold Vs Equity (PP)
Warren Buffett’s epic rant against Wall Street (WSJ)
How to build a diversified Mutual Fund portfolio (FreeFinCal)
Some stuff I am reading today morning:
Rajan switches on India’s money pumps (Bloomberg)
“Sell in May” is good advice (MoneyControl)
State of Indian Stock Markets (Stable Investor)
Bank’s NPA problems not over (Mint)
Vijay Mallya,a ‘King’ dethroned by debt (NYTimes)
Salaries of top Mutual Fund Managers (RJ)
Story of a young salaried multi-millionaire (Subramoney)
When ‘Buy & Hold’ works and when it doesn’t (Fat Pitch)
‘China’s Warren Buffett’ arrested (SCMP)
Hedge Funds Letters to Investors (Value Walk)