Category: Links

Some stuff I am reading today morning:

Modi bats for India (BS)

Rana Kapoor seeks to exit Yes Bank (FE)

Worries add up for the markets (Macro Tourist)

Watch out for the impeachment rally (CNBC)

Mumbai may sink by 2100 (Mint)

How to defeat lifestyle creep (Larissa Fernand)

Why Private Equity is ripe for Vanguard style disruption (Institutional Investor)

In Investing, the last man standing is patience (Joel Greenblatt)

WeWork Lessons apply to lots of stuff (Morgan Housel)

There are no secrets in investing (Nick Maggiulli)

Some stuff I am reading today morning:

MFs start dumping ZEE shares (ET)

Technical glitches at NSE (MC)

What banks should learn from shampoo makers (Viral Acharya)

KKR’s dice with debt (Forbes)

Investment and Frauds (Bala)

Has Value Investing being disrupted? (Schroders)

Don’t invest like a lemming (Charlie Munger)

Woe betide the hedge fund marketer (Institutional Investor)

The biggest downside to early retirement (Retire By 40)

Farwell letter to be read after my death (T Boone Pickens)

Some stuff I am reading today morning:

On Howdy Modi (Mint)

Default rating for Reliance Capital (ET)

150 Private Railway Trains (ET)

Strange accounting at Balaji Amines (Naresh Mamnani)

Notes from TIA 20-20 Conference (Devil’s Advocate)

Who benefits from corporate tax cuts? (Warren Buffett)

Making REITs work (Forbes)

The cost of waiting (Of $ and Data)

On the business of investing (Howard Marks)

How to turn $20,000 into Millions (Thomas Braziel)

Some stuff I am reading today morning:

IIFL Wealth to list today (BS)

Govt should not give in to temptation of stimulus (D Subbarao)

Supreme Court responsible for the economic slowdown (Harish Salve)

Saudi Arabia blames Iran for attacks (Zero Hedge)

NCLAT keeps Bakshi deal with McDonalds on hold (BS)

Why MNC pharma stocks are beating Indian peers (Mint)

London overtakes Mumbai in rupee trading (BL)

India’s dessert market is changing (Forbes)

Search for stocks with ‘cheap optionality’ (Thomas Braziel)

Insights on VC Pricing (Aswath Damodaran)