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Linkfest: May 03,2016

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)

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Links

Linkfest:May 02,2016

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)

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Links

Linkfest:April 29,2016

Some stuff I am reading today morning:

Bank of Japan shocks markets (Guardian)

Thyrocare IPO over subscribed on Day 2  (Money Control)

Is HCL Tech on a slippery slope? (Mint)

Global exchanges eye rejig via BSE IPO (BS)

3 Large Mutual Funds that have made an impression (Morningstar)

One stock for the next decade? (Fortune Financial)

Facts,Fiction and Merger Arbitrage (Alpha Architect)

Advice from hedge fund manager-Michael Thompson (WiloWallStreet)

The coming catastrophe for high fee active managers (PragCap)

Don’t kick the can down the road (A VC)

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Links

Linkfest:April 28,2016

Some stuff I am reading today morning:

FED skips interest rate hike (Bloomberg)

How Yes Bank emerged from NPA crisis unscathed (Moneycontrol)

What’s next for paint stocks? (OB)

Titan’s attempt to stay wrist-worthy (Forbes)

Get used to uncertainty (Market Watch)

Facebook isn’t the social network anymore (Slate)

When analysts surrender (Jeff Matthews)

Early retirement is exactly like being an entrepreneur (FSamurai)

Separating signal from the noise (Bason Asset)

The bedrock of due diligence (CFA Institute)

Categories
Links

Linkfest: April 27,2016

Some stuff I am reading today morning:

How Chidambaram used benamis to conceal his wealth (IE)

India’s top 10 defaulting companies (MoneyControl)

The true value of Indian Unicorns (Mint)

IPO financing set for boost (BS)

Axis Bank reveals its bad loans will triple (Capital Mind)

Interview with Kenneth Andrade (Stable Investor)

Why this young couple will end up very rich (Subramoney)

The rise of the most powerful idea in investing (Bloomberg)

Paul Tudor Jones Interview (Climateer)

Sentiment is the new fundamentals (TRB)