REC placed December 2021 bonds at 8.50%!!! For comparison similar bonds were trading at closer to 7.5% a couple of months ago. This is ridiculous pressure on markets.
— Sivakumar (@eyeofsiva) May 3, 2019
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Author: Raoji
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Linkfest: 03 May, 2019
Some stuff I am reading today morning:
How PayTM killed its eCommerce dream (ET)
How Satya Nadella remade Microsoft (Bloomberg)
JSW enters paints business (Mint)
Stock Pick: Aavas Financiers (Gautam Trivedi)
Interview with Ujjivan Founder Samit Ghosh (Fortune)
DLF: Plotting a revival (BT)
LLoyds of London is facing a perfect storm (GCaptain)
Buffett on buying a basket of stocks in a sector (AM)
The quest to find companies with moats (Economist)
4 Overlooked Investment Decisions (Common Sense)
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Shout Out: Gordon DSouza on Investing
Well known PE professional Gordon DSouza will be speaking on “Investing with the odds’ at the online investment conference Indian Investing Conclave this Sunday, 5 May 2019.
The event is FREE and open to everyone which makes it a bargain deal to watch/listen to an experienced practitioner from the comfort of your home.
Click HERE to register
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Britannia: Kaun Banega Arabpati
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Linkfest: 02 May, 2019
Some stuff I am reading today morning:
April GST collections at new high (BS)
IL&FS seeks punitive action against Deloitte, BSR (ET)
‘Super App’ to place Reliance Jio in pole position (Mint)
Car sales skid (Rediff)
JSW’s power play (Fortune)
Analysis of Fairfax India’s holdings (Krishnaraj Venkataraman)
Stock Pick: Maruti (Gautam Duggad)
Godrej Vatni- India’s Swadesi Soap (Print)
Mobileground India: The Chinese Invasion (Forbes)
Followership (A VC)