Some stuff I am reading today morning:
Trump comes after India (BS)
Tata Sons restructures Group into 10 verticals (MC)
Tata Motors mulls selling stake in JLR (ET)
25 of Jet’s planes are grounded now (FE)
IL&FS forensic audit reveals several irregularities (BL)
Improving Investing Acumen (Abhishek Basumallick)
Not Caring (Morgan Housel)
An investment approach that works (Farnam Street)
Numbers are not reality (Irrelevant Investor)
Is Warren Buffett just mailing it in? (Institutional Investor)
Some off beat reads for the weekend:
Balakot and the backstory of Jihad (M J Akbar)
Pakistani deep state miscalculates on India (ATimes)
An opening in Abu Dhabi (IE)
Israel’s role in India’s conflict with Pakistan (Independent)
How the US has hidden it’s Empire (Guardian)
The coming indictment of Netanyahu (New Yorker)
The teachers of Bruce Lee (SCMP)
Tamil Nadu’s Accidental PM (Outlook)
The brave women of Bhuj (Better India)
Indian Air Force: The Beginnings (LHI)
Homosexuality in Medieval India (Madras Courier)
Mahagathbandhan making good progress (Gossip Guru)
Travelogue: Uzbekistan (Nat Geo)
Travelogue: 9 Days in Sri Lanka (Team BHP)
On judging a talent show (J Mathrubootham)
Some stuff I am reading today morning:
9.35 % L&T Finance NCD (Apna Plan)
Aadhaar is back for KYC (ET)
Amrapali Group Directors arrested (BS)
MSCI to quadruple weighting of China-A shares (CNBC)
Naresh Goyal to step down as Chairman of Jet Airways (Rediff)
NCLT rejects plea from Essar Steel’s operational creditors (FE)
Zerodha held liable for trader losses due to network failure (RJ)
The perils of Investing Idol Worship (Aswath Damodaran)
Interview with Sam Altman (Medium)
Warren Buffett moves the goal posts (Rational Walk)
Some stuff I am reading today morning:
India-Pak face-off could escalate (TOI)
De-escalate Now (Dawn)
On Tech Mahindra’s share buyback (MC)
Jet Airways: No cash, no spare parts (ET)
Bira 91 enters mass beer market (Forbes)
Interview with Bata India CEO, Sandeep Kataria (Fortune)
Investing in over priced markets (Howard Marks)
Every investment decision is market timing (Financial Samurai)
On market cliches (Athlete Investor)
Biggest worries in retirement (Subramoney)
Some stuff I am reading today morning:
Overseas flows into domestic equities at a 12 month high (BS)
SEBI order leaves top brokers rattled (ET)
True North buys Max Bupa (Mint)
Fed Chief warns of headwinds (CNBC)
3 States of Stock Pledging (Ventura)
Stock Investors not nimble yet (Shyam Sekhar)
Becoming a long term investor via short term decisions (80 20 Investor)
China’s entrepreneurs are wary about their future (NY Times)
Why investing is so much tougher today (Charlie Munger)
All the Warren Buffett clips (CNBC)