Author: Raoji

Some stuff I am reading today morning:

Dilip Sanghvi faces his greatest test (Bloomberg)

Indian IPO market heads for blockbuster year (BL)

How to value BSE ? (Quint)

The case for cyclicals (Rahul Saraogi)

How Hero Motocorp has put the Honda split behind it (Forbes)

What you should do with your Diwali bonus (Mint)

Private deals are not to be discussed publicly (FS)

Continuing the BFSI lies (Subramoney)

How not to evaluate investment performance (Cordant)

How to find out if you are spending too much (FreeFinCal)

Some stuff I am reading today morning:

Why the bond market matters more than stock market (ET)

UPI 2.0 will disrupt payments (Mint)

How tower companies are getting affected by Reliance Jio (FE)

The world’s best IPO has gained 6000% (Bloomberg)

India’s House of Debt (Quint)

View on Finance & Banking Sector Stocks (Bala)

Rising sea levels & a margin of safety (Tadas)

Now is for later (Seth Godin)

Google and the Limits of Strategy (Stratechery)

Barclays warns the party is over (Zero Hedge)