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Links

Linkfest:August 05,2015

Some stuff I am reading today morning:

3 Reasons why RBI did not cut rates (ET)

How Modi showed India Inc. its place (Bloomberg)

Depressing earnings of Nifty companies (Capital Mind)

What I learnt from Geico (Sanjay Bakshi)

Notes from the Bajaj Auto AGM (Ankur Jain)

The lessons of Lanco Infratech (Mint)

Confusing what just happened with what happens next (Barry)

Why financial markets have become a world of illusion (Chaitanya Dalmia)

Why the government hates gold (Bill Bonner)

The story that dividends tell (VRO)

Categories
Links

Linkfest: August 04,2015

Some stuff that I am reading today morning:

Why InMobi maybe India’s most innovative company (Mint)

How Yash Birla lured investors with 42% returns (Mumbai Mirror)

Why are ace investors buying textile stocks (RJ)

Excel PPF Calculator and Tracker (Freefincal)

Why HDFC is wrong in saying houses are affordable (Shreenath Mukundan)

How Rajat Gupta is getting screwed in prison (NYTimes)

Its 1929 for goldbugs (TRB)

The miracle of Solar City (Slate)

Stock Guru Bill Miller is back (Bloomberg)

Why opportunity cost can get expensive (All Star Charts)

Categories
Links

Linkfest: August 03,2015

Some stuff I am reading today morning:

Property,gold weakness will drive stock prices higher (Moneycontrol)

Diesel cars get cheaper (BS)

Burning your fingers in real estate (Bala)

‘Passive’ income needs active involvement (FreeFinCal)

HDFC Securities Research Report: ICICI Bank (MyIris)

More than 90% of investment opinions are crap (Washington Post)

Mohnish Pabrai on how to be a mentor (Common Sense)

Gold will turn out to be man’s best friend (Bill Bonner)

Marc Faber is  a clueless “guru” (Swedroe)

China’s naked emperors (Paul Krugman)

Categories
Links

Linkfest: July 31,2015

Some stuff I am reading today morning:

How Vishal Sikka has put his stamp on Infosys (Mint)

Will the real Indian inflation rate please stand up? (Bloomberg)

SEBI probing UBS on round tripping (BS)

Lessons from 50% fall in home sales in Delhi (Firstpost)

Worst investment/retirement mistakes (Subramoney)

Castex Technologies goes from 40 to 360.Then… (Capital Mind)

ICICI Research Report:Dabur (MyIris)

Anxious investors (A VC)

Momentum is price breakout (Price Action)

Actually gold rises after FED rate hikes begin (TRB)

Categories
Links

Linkfest: July 30,2015

Some stuff I am reading today morning:

Would you make a donation to help a poor real estate developer? (VRO)

How much do I need to retire early in India? (Freefincal)

Scary retirement statistics (Subramoney)

Tax implications of bonus shares, stock splits (Calculated Wagers)

Nomura Research Report:Union Bank (MyIris)

The multi-faceted Ramesh Damani (ET)

Pick a valid strategy.Stick with it (Aleph Blog)

Behavioral finance trumped (Swedroe)

Gold is only going to get worse (Bloomberg)

Communication lessons for the RBI governor (Mint)