Author: Raoji

Some stuff I am reading today morning:

RBI: India’s financial sector faces challenging times (Reuters)

Jindal Stainless Steel cos to merge (FE)

Tatas to hike stake in Air Asia India to 84% (BS)

Piramal & Oaktree fight over DHFL (Fortune)

Challenges at Dhanlaxmi Bank (Forbes)

Should you buy an all time high? (Nick Maggiulli)

Cryptocurrency is not necessarily the future (Tyler Cohen)

Investors Beware: Stay on the right side of change (Cathie Wood)

How to avoid bear markets (TRB)

22 Best quotes from Charlie Munger’s latest interview (BI)

Some stuff I am reading today morning:

ADAG: India’s largest corporate defaulter (Sucheta Dalal)

Should you tender your shares in Wipro buyback? (BS)

Interview with L&T Group CFO R Shankar Raman (FE)

Interview with Tom Slater (Big Picture)

Do record low interest rates justify record valuations? (Market Watch)

Are professionally managed companies safer for shareholders? (Dr. Vijay Malik)

How Avadhoot Joshi evaluates his investment portfolio (Free Fincal)

Baum as a Trader (Klendathu Cap)

2020 nuggets that challenged my thinking (Sidecar Capital)

Charlie Munger on disruption and technology (Morningstar)