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Links

Linkfest:October 08,2015

Some stuff I am reading today morning:

Supreme Court deals a body blow to Aadhar (Mint)

IPO Review:Coffee Day Enterprises (My Investment Ideas)

Profile:BVR Mohan Reddy of Cyient (BL)

How Sanjiv Bajaj has created a financial services supermarket (ET)

How banks deny benefit of RBI rate cut to customers (Firstpost)

When is corporate disaster a value pick? (VRO)

How traders may have pocketed 8,000 Crores during onion crisis (BS)

ICICI Direct Research:Top Stock Picks (RJ)

Morgan Stanley:Tide is turning for mining industry (Moneybeat)

Inside the market of stocks (Irrelevant Investor)

Categories
Links

Linkfest:October 07,2015

Some stuff I am reading today morning:

India is the world’s fastest growing economy (Mint)

Cafe Coffee Day sets price band for IPO (ET)

Are fund benchmarks flawed? (VRO)

Reflections on seed investing (Haywire)

Decline in profit margins signals a recession (BI)

Inside Steve Cohen’s ‘Academy’ (BI)

Risky strategy sinks small hedge fund (Dealbook)

A global recession is coming (Bill Bonner)

Retirement blues-beyond money (Bala)

How two guys lost God and made $40 Million (Bloomberg)

Categories
Links

Linkfest:October 06,2015

Some stuff I am reading today morning:

How the Fed saved the economy (Ben Bernanke)

Don’t get too excited about the reversal (TRB)

All black money is in real estate and equities (Firstpost)

Only heavy discounts could lure realty buyers this Diwali (FE)

Stock review:IDFC Bank (BS)

Falling iron ore prices signal tough times for NMDC (Mint)

Ola:Taking India on a ride (Forbes India)

IRDA’s attempt to clean up bank insurance sales (VRO)

Negative interest rates wreak havoc on finance textbooks (Prof Varma)

The European startup market (A VC)

Categories
Links

Linkfest: October 05,2015

Some stuff I am reading today morning:

Suzlon’s rise from the ashes (Forbes)

Careless attitude by IDFC (Bala)

Equity:Fill it,shut it,forget about it (Vivek)

Stock Review:Wonderla Holidays (OB)

Health SIP (Muthu)

Bucket theory of retirement management (Subramoney)

How the superwealthy make sure their kids stay super wealthy (Bloomberg)

Putting  a price tag on the Volkswagen scandal (Aswath Damodaran)

Should we consider gold? (Sharepereturns)

Using “normal” drawdowns as a timing signal (Econompic)

Categories
Links

Linkfest:October 01,2015

Some stuff I am reading today morning:

India’s largest real estate commercial deal closes (Mint)

Only 3,000 Crores of black money has been declared (BS)

eCommerce firm execs make beeline to cash ESOPs (ET)

How broking firms are remodelling their business (OB)

Why is Bharti Infratel’s share price falling? (Nomura Research)

The top 5 best small savings schemes in India (MyInvestmentIdeas)

Trade Secrets from 2 investing legends (DR)

Are you ready for the next bear market? (TRB)

The perils of forcing a sale of illiquid assets (DealBook)

Simple and effective thoughts by George Soros (Big Investor)