Good Investing Reading – 15 November 2013

In today’s edition of Good Investing Reading I have collected articles that I liked, across a wide range of topics. Some of them are very detailed and will explain an entire area well. I hope you find them useful.


First, I share an interview with Kenneth Andrade of IDFC Mutual Fund. This is a must read. He has been behind star MF schemes that have performed far better than other MF schemes over the last 3-4 years in a dull market.

The Biggest Mistake Is To Misallocate Capital – Outlook Business


Next, I have selected a great article on the gold bullion market and ETFs.

Trading in Gold – Vanity Fair


Neelkanth Mishra of Credit Suisse explains succinctly how we need to look beyond the benchmark numbers and look deeper inside the Nifty and the Sensex.

A Complex Game – Outlook Business


Ralph Wangner was a famous fund manager in the US who was good at making investments in small cap stocks. Jason Zweig who is with the Wall Street Journal today, had interviewed him in 2007. His views still hold good today! In this read that one line about the Playstation. It’s a gem.

Winning the home run hitter’s game – CNN Money


This is a detailed and interesting read on AOL. Key things to learn  – how individuals can steer a company into a ditch or bring it out of one, conflicts of interest, management and board of directors, shareholder activism.

THE COST OF WINNING: Tim Armstrong, Patch, And The Struggle To Save AOL – Business Insider


Enjoy the weekend!

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