Some stuff I am reading today morning:
Catholic Syrian Bank listing today (MC)
The great Stock Market mystery (Business Today)
Indian Markets: Are we on a different planet? (Rohit Chauhan)
All Cargo Logistics to acquire stake in Gati (BS)
Over half the staff at BSNL, MTNL are gone (ET)
Blow to e-pharmacies (Mint)
Banks, NBFCs in quandary post Karvy fiasco (BL)
Xiaomi launches online lending service in India (Reuters)
Investors should focus on free cash flow (Jeff Bezos)
Grinding (A VC)
Some stuff I am reading today morning :
Concerns over list of Investors of Yes Bank (Mint)
$ 14 Billion loans to builders under severe stress ( BS )
NCLT admits DHFL for bankruptcy proceedings ( ET )
Foreign Investors bring cheer to Equity Markets ( FE )
Thoughts on NPA ( Jana)
Which PSU stocks should investors buy? (OB)
Is EPF/PPF alone sufficient for retirement planning? ( Free Fincal )
The Chart Albert Edwards is watching ( Zero Hedge)
How to read ( Morgan Housel )
Notes on Vinod Sethi’s session at Value Investing Pioneers (CFA Society)
Some stuff I am reading today morning:
Telcos up rates by 40-50% (ET)
Karvy crisis deepens (Mint)
India’s fertilizer drain: Urea of darkness (FE)
GST Collections in Nov cross 1 Lakh Cr (BS)
The great Indian counterfeit market (Outlook)
The fake Indian trading geniuses on Twitter (Passive Fool)
The delusion of Alpha (Index Heads)
Presentation: Learnings from my investment career (S Naren)
Trader Profile : Vishal Mehta (MC)
Video: Global Macro in an uncertain world (Dr. Amlan Roy)
Some off beat reads for the weekend:
The untold tale of armed Sukhois on 26/11 (Shiv Aroor)
On Anti-Semitism and Hate (Sacha Baron Cohen)
Can BJP do a Yediyurappa in Maharashtra? (Reuben Banerjee)
Pakistan Student Leader: Arooj Aurangzeb (Naila Inayat)
Fathima Latheef: Death on the Campus (Open)
The serial pet killer of Hong Kong (SCMP)
What it means to be French and Chinese (Guardian)
How America’s elites lost their grip (Anand Giridharadas)
Adam Sandler’s Ever Lasting Shtick (NY Times)
Drive: Meghalaya (Team BHP)
Tribute: Korea War Hero Lt. Col. Rangaraj (Op India)
Profile: Natural Icecreams’ Founder Raghunandan Kamath (Mint)
The Gara Saris of Parsis (LHI)
The Great Indian Education Con (Manu Joseph)
Why 536 was the worst year to be alive (Science Mag)
Some stuff I am reading today morning:
Reliance becomes first Indian co to hit 10 Lakh Crore market cap (Rediff)
Indian financial sector stuck in real estate quicksand (Asia Nikkei)
Sector Focus: Telecom (BS)
Startup Focus: Udaan (Forbes)
Inteview with Hiren Ved (Morningstar)
Presentation: Mega Trends & Leadership (Utpal Sheth)
There’s always a bear market somewhere (Fortune)
2 Investing Lessons I have yet to learn well (Mohnish Pabrai)
Secret Diary of Ravi Venkatesan (OB)
Cash Management in Startups (A VC)