Some stuff I am reading today morning:
US Stocks Crash (CNBC)
The massive fraud at IL&FS (MC)
S&P cuts Tata Motors rating (Mint)
Why R Chandrashekhar quit Yes Bank Board (BQ)
Why Kumarmangalam Birla is the King of India’s cement sector (Rediff)
Secret Diary of Abhinay Choudhari (OB)
Letter to investors (Basant Maheshwari)
Buffett on scuttlebutt (Janav)
Seth Klarman’s latest speech at Havard (HBS)
“Death Cross” means “Loser” (PAL)
Some stuff I am reading today morning:
HUL-GSK Consumer Merger (Mint)
Random Portfolio down 20%-40% (Nooresh)
Properties of IL&FS directors attached (MC)
Navy encashes bank guarantees of RNaval (BS)
Sector Watch: Capital Goods (Vriddhi Capital)
Company Profile: Prestige (Fortune)
On MF Distributors (Subramoney)
Bad Buybacks (Barry)
The Crypto Winter is here (Coin Desk)
The tale of two Bond Kings (City Wire)
Some stuff I am reading today morning:
US,China agree on trade war ceasefire (Reuters)
FII inflows hit 10 month high (BL)
Rakesh Jhunjhunwala settles insider trading case (SEBI)
Losses mount in India’s eCommerce sector (FE)
Why India’s airlines can’t turn growth into profits (BQ)
Company Profile: GE Shipping (Devesh Kayal)
An Evolve-Or-Die Moment for the World’s Great Investors (Fortune)
Is long term investing over rated? (MF Critic)
The Fed blinks (Macro Tourist)
Seth Klarman’s career advice (Ian Cassel)
Some stuff I am reading today morning:
IL&FS has a hostage situation in Ethiopia (ET)
RBI throws a lifeline to NBFCs (BQ)
RBI Vs Yes Bank (Mint)
SEBI goes after unscrupulous PMS Fund Managers (RJ)
Bull run finale not far off (Reuters)
Company Profile: Graphite India (Forbes)
Secret Diary of N V ‘Tiger’ Tyagarajan (OB)
Investing Chat with Safir Anand (S&L)
China is slowing down (Zero Hedge)
On Fed Easing (Macro Tourist)
Some stuff I am reading today morning:
Banks may invoke Dhoots’ personal guarantees (ET)
Investor worries on Kotak Bank (Mint)
Jaypee may lose Formula One Land (BS)
UTI AMC stake sale (BL)
Company Profile: Arvind (Fortune)
The Bear Market of 1969 (Irrelevant Investor)
Valuations don’t matter much in Emerging Markets (BQ)
The trade of the decade is dead (Daily Reckoning)
What Bear Markets look like ( A VC)
Liquidity is over rated (Financial Samurai)