Some stuff I am reading today morning:
Eros Media is mostly worthless (Alpha Exposure)
The shenanigans at Network 18 (Capital Mind)
Coffee Day Enterprises end 18% lower on debut (Moneycontrol)
Indigo fixes price at 765 Rs/share (FE)
So girl you want to be a home maker? (Subramoney)
Nomura Research: NTPC (MyIris)
Software is the new oil (A VC)
Why I don’t invest in momentum stocks yet (AA)
Why Mumbai homes are so expensive (Anuj Puri)
One little drink can’t hurt you right (DR)
Some stuff I am reading today morning:
Indigo IPO is over booked (FE)
Indian middle class is 24 million,not 264 million (BS)
Ananya Birla:Her father’s daughter (Forbes)
Falguni Nayar:Fashion Banker (OB)
How will Just Dial arrest its slowdown? (BL)
Top Quality Muhurat Picks by ICICI Direct (RJ)
Inactive intra-day trading (Prashanth)
Safekeeping of your investments-management integrity (Subramoney)
The Dollar ate our profit (Bloomberg)
Are Private Equity returns over stated? (Common Sense)
Some stuff I am reading today morning:
Why Axis Bank shares fell over 7% (BS)
Stocks that pass Buffett’s ‘basic screen test’ (ET)
A bet on your own life (VRO)
Insurance gets a new distribution avenue (Mint)
The small cap secret noone ever told you (Irrelevant Investor)
Bubbles and Fools (Big Picture)
Back to the Future:A 100x Perspective (DR)
Which asset allocation weights work the best? (AA)
Do not go for the exacta (AQR)
Meanwhile in an average German city (ZH)
Some stuff I am reading today morning:
NDA plans to rewrite tax laws (Mint)
The increasing role of anchor investors (BS)
Emerging Markets:Bargain Hunters Beware (Schwab)
Investing Vs Flipping (RA)
Sovereign Wealth Funds in the new era of oil (IMF)
Warren Buffett:Why hedge funds fail (MarketWatch)
Invest in God’s own hedge fund (Deal Breaker)
China has credit bubble of epic proportions (Marc Faber)
Buy the winners (SRS)
On Fund Survivorship (Evidence Based Investor)
Some stuff I am reading today morning:
Indigo IPO opens today (Mint)
HDFC Life IPO likely in 2016 (FE)
IPO Review: S H Kelkar (My Investment Ideas)
The unending itch to do something (Bala)
Satisfying your activity addiction (Common Sense)
Information is the key to stock picking (VRO)
Investing debates are settled with actual money (Barry)
Howard Mark’s latest memo (Market Folly)
Where were you when the Alpaca bubble burst (Climateer)
Reinventing the company (Economist)