Categories
Excerpts

Sailing & the Stock Markets

Hat Tip: Manish Gupta, Solidarity

Categories
Links

Linkfest: 09 August, 2019

Some stuff I am reading today morning:

$15 Trillion of Bonds have negative yields (Economist)

Indiabulls promoter to cede control after LVB merger (ET)

DHFL says it may default (FE)

2019 a year of discontent for India Inc (Rediff)

Auto dealers in bad shape (Mint)

Company Profile: Ashok Leyland (Forbes)

The 7 deadly sins of investing (Barry)

The investing wisdom of Bill Nygren (Morningstar)

Gold in the portfolio (AM)

Streaks (Seth Godin)

Categories
Tweets

Modi Hai To Mumkin Hai

Categories
Links

Linkfest: 08 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Deepak Nitrite (Rikeen Dalal)

Repo rate at 9 year low (BS)

Affle India to list today (MC)

Mahindra SOS to Govt (Mint)

New IBC amendments come under SC scanner (ET)

Indigo fight worsens (FE)

Gold surges over $ 1500 (CNBC)

On the Asset Management Business (Subramoney)

An idiot could diversify a portfolio (Charlie Munger)

Reserves (A VC)

Categories
Tweets

Look at the bright side