Some stuff I am reading today morning:
DHFL defaults (MC)
Why Indigo promoters are fighting (ET)
L&T set to control Mindtree (BS)
Flipkart IPO in 2022 (Mint)
The boom in Cloud Kitchens (Money Life)
Mutual Funds Vs Real Estate in India (Stable Investor)
Micro Cap investing is like Quasi Private Equity Investing (AM)
The tyranny of small debts, compounded (Seth Godin)
KKR: Buy and Build Up (Forbes)
100 year Austria Bond yields just 1 % (Bloomberg)
Amusing to see miraculous improvement in financial metrics just before the IPO
Some stuff I am reading today morning:
SEBI to tighten norms for pledged shares (Mint)
Rana Kapoor’s family wants to sell NBFC (BS)
BSNL: Nearly impossible to run operations (TOI)
An Indian Zara (ET)
Indigo Paints plans IPO (BL)
Startup: Bounce (OB)
Should we be forecasting at all? (Dr. Narayan)
AIF or PMS or MF? (Subramoney)
Don’t talk about wealth (Muthu)
The greatest asset bubble of all time (Nick Maggiulli)