Author: Raoji

Some stuff I am reading today morning :

Over regulation is killing the industry ( Rajiv Bajaj)

What India’s bond markets fear ( Mint )

India Vs Malaysia ( BS)

Midcaps and Multi Baggers ( Bala)

Stock Talk : Care Ratings ( Candor Investing)

Stock Talk : HDFC Bank ( Jana)

Visa, Plaid, Networks and Jobs ( Stratechery)

A hedge fund focussed on climate change (Financial Planning )

Risk is what you don’t see ( Morgan Housel )

A retirement case study ( Subramoney)

Some stuff I am reading today morning:

Inflation shock after GDP growth slump (Mint)

BSE, NSE to suspend trading in Coffee Day, CG Power (BL)

India orders antitrust probe against Amazon, Flipkart (Reuters)

Axis Bank: Hollowing out the role of the CFO (Hemindra Hazari)

Can Lodha tower over debt? (Forbes)

Four major risks facing microfinance in India (BT)

OyoMFG (Scott Galloway)

Memo: You Bet (Howard Marks)

Berkshire Hathway’s Circle of Trust (Rational Walk)

Fast (Patrick Collison)