Some stuff I am reading today morning:
Why Nikesh Arora bet $483 Million on Softbank’s future (Bloomberg)
How to trade cyclicals (Bala)
Metals:Bleak gets bleaker (Mint)
Equity Funds at 60 (VRO)
Domestic brokerages eye realty advisory business (BS)
The only investment risk that counts (TRB)
The only way to make real money in the markets (Bill Bonner)
The big problems with investment consultants (ETF)
Getting the deal done (A VC)
What am I thankful for?The next 5 minutes (CNBC)
Some stuff I am reading today morning:
Why the Govt’s gold scheme did not work (Mint)
How tax incentives have distorted our economy (CapitalMind)
NSE,BSE near deals to cut stakes in depository arms (BS)
Telecom Tower Companies:Buy or be bought (OB)
A new dawn for the power sector (BL)
Cafe Coffee Day:An empire grown on beans (Forbes)
Lingering effects of the financial crisis (Common Sense)
Identifying the highest quality momentum stocks (AA)
How do Munger & Buffett discount future cash flows (25IQ)
Time your next Big Buy with these 3 charts (DR)
Some stuff I am reading today morning:
How a Mumbai couple created a 7 Lakh Crore dubious firm (ET)
Is the bubble bursting for India’s online startups? (Mint)
Govt working to curb domestic flow of black money (BS)
Symphony founder Achal Bakeri Lecture (Prof. Sanjay Bakshi)
Analysis:Ratnamani Metals & Tubes (Vijay Malik)
IIFL Research Report:Railway Stocks (RJ)
Faulty Assumptions (Common Sense)
Last decent shot at making 680% in China IPOs (Bloomberg)
How the next global financial meltdown will unfold (DR)
Goldman eyes $20 oil (Telegraph)
Some stuff I am reading today morning:
Baltic Dry Shipping Index hits a all-time low (Economic Collapse)
China has a $1.2 Trillion Ponzi problem (Bloomberg)
3 Rules of selling stocks (Saurabh Mukherjea)
Online frauds in Flipkart,Uber,Foodpanda (ET)
Top 10 Value Picks by GEPL (RJ)
Compounded Annual Returns for Individual Stocks (Big Picture)
How to kill a Unicorn (DR)
The “fading affect” bias (BA)
How Amazon’s long game created a retail juggernaut (NYTimes)
Go an “app diet” to reduce losses (AR)
Some stuff I am reading today morning:
Market not capturing your expenses (Subramoney)
Buy Side Vs Sell Side (Common Sense)
Who defrauded Bank of Baroda of 375 Crores? (CapitalMind)
The secret of Rakesh Jhunjhunwala’s success (Mint)
Should IPO investors go for short term pop or long term gains? (Mint)
Reliance Infra is becoming a Defence play (BS)
Sugar scrips on fire (Gaurav)
To be great,you must first be good (TRB)
5 Things Smart Beta can’t do for you (TRB)
Chinese savers turn to gold (Bloomberg)