Linkfest: 14 December, 2018

Some stuff I am reading today morning:

RBI Board Meeting today (BQ)

RBI’s arbitrary changing of the PCA framework (ET)

Massive buyback by IOC (BL)

Stock Market traders fall for ‘rural narrative’ (Mint)

How IL&FS splurged on luxury (BS)

Standard Chartered axes over 200 jobs in India (Reuters)

Company Profile: WNS (Fortune)

How Munger made $500 Million with 2 decisions (AM)

The perils of trying to time the market (Economist)

Mr.Market tests what you know (Subramoney)

Linkfest: 13 December, 2018

Some stuff I am reading today morning:

New RBI Chief opens the door for consultations (Mint)

Private Life Insurers post 23% growth (MC)

SEBI allows segregation of distressed assets by MFs (BS)

Colgate’s Ayurvedic bet pays off (BQ)

In Focus: Holding Companies (Digital FC)

The 1 Budget Change to make you rich (DR)

Investing in Influencers (Forbes)

The Milkshake Trade is finished (Macro Tourist)

Is there a behavioral premium for illiquid investments? (BI)

Share Buybacks, bad companies and bear markets (Albert Bridge)

Linkfest: 12 December, 2018

Some stuff I am reading today morning:

Shaktikanta Das is the new RBI Governor (ET)

BJP jolted, 2019 is wide open (Mint)

Farm loan waiver in 3 states (BS)

Modi likely to announce farm loan waivers (Reuters)

Secret Diary of Ajay Bijli (OB)

How PPF can help you create a corpus of 1 Cr (MII)

When markets over correct (A VC)

Rational vs Reasonable (Morgan Housel)

Surviving the Investment Game (Safal Niveshak)

My favourite investment writing of 2018 (Nick Maggiulli)

Linkfest: 11 December, 2018

Some stuff I am reading today morning:

Urjit Patel resigns (ET)

Black Tuesday today for the markets (Mint)

Break in India (Udayan Mukherjee)

London Court rules against Mallya (BS)

Brexit in turmoil (Reuters)

Secret Diary of Patu Keswani (OB)

The R Word (TRB)

3 Things to learn from Victor Niederhoffer (Forbes)

The importance of reading annual reports (VRO)

Ambani wedding to cost $ 100 Million (BQ)

Linkfest: 10 December, 2018

Some stuff I am reading today morning:

Woes of the Essel Group (BQ)

FPIs pull out 400 Cr in just 5 sessions (Mint)

Huawei Crisis intensifies (Guardian)

Ned Davis: The Bear Market is here (CNBC)

Telcos in a liquidity crisis (FC)

Options Trader Pran Katariya (MC)

Notes from 2nd Value Investing Summit (S&L)

Market Cycles and your SIP (MF Guy)

Podcast: Wealth & Families (Howard Stevenson)

Thinking ahead to 2019 (A VC)