Author: Raoji

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)

Some stuff I am reading today morning :

A stock market bubble ( Vivek Kaul )

Farmers groups cut power supply to 1300 Jio Towers ( FE )

Growth Architect at Nestle ( BT )

Chemical Man at Deepak Nitrite ( BT )

India to become third largest economy by 2030 ( Rediff )

Lessons from George Vanderheiden ( Gavin Baker )

10 Years, 17 Investing Lessons ( The Good Investors )

Why Mexico’s second richest man is betting on Bitcoin ( Coin Telegraph )

Gold : A precious year ahead ( Sahil Kapoor )

South Korea’s beauty industry turns ugly ( BS )