Author: Raoji

Some stuff I am reading today morning:

Centre to divest stake in 7 PSUs (BL)

Indian Stock valuations widen premium over peers (Quint)

The journey of RK Damani (ET)

Cyrus Mistry’s petition against Tata Sons dismissed (Mint)

SC orders Aamby Valley sell off (BS)

Branded Hostels attract investor interest (Forbes)

Lufthansa: Starting local airline in India a ‘misadventure’ (Bloomberg)

Make in India, List in India (Bala)

How Herzfeld hunts for discounts in closed-end funds (City Wire)

Investment Thesis-Pen to Paper (Masters Invest)

Some stuff I am reading today morning:

10 Types of investors in Indian Markets (Vijay Pahwa)

Credit growth plunges to 60 year low (MC)

Email id for Black Money receives over 38,000 emails (ET)

How Union Bank was hacked (Mint)

RBI Stats: Divorced from reality? (BS)

Welcome to Tencent’s Flipkart (Haresh Chawla)

Why we changed our minds about airlines & tech (Charlie Munger)

We are all absolute return investors (Subramoney)

The Bingo Method (Seth Godin)

Jeff Bezo’s latest letter to shareholders (SEC)