
Author: Raoji
Apple beats Energy
Linkfest : 03 December, 2019
Some stuff I am reading today morning :
Concerns over list of Investors of Yes Bank (Mint)
$ 14 Billion loans to builders under severe stress ( BS )
NCLT admits DHFL for bankruptcy proceedings ( ET )
Foreign Investors bring cheer to Equity Markets ( FE )
Thoughts on NPA ( Jana)
Which PSU stocks should investors buy? (OB)
Is EPF/PPF alone sufficient for retirement planning? ( Free Fincal )
The Chart Albert Edwards is watching ( Zero Hedge)
How to read ( Morgan Housel )
Notes on Vinod Sethi’s session at Value Investing Pioneers (CFA Society)
Three Ways

Linkfest: 02 December, 2019
Some stuff I am reading today morning:
Telcos up rates by 40-50% (ET)
Karvy crisis deepens (Mint)
India’s fertilizer drain: Urea of darkness (FE)
GST Collections in Nov cross 1 Lakh Cr (BS)
The great Indian counterfeit market (Outlook)
The fake Indian trading geniuses on Twitter (Passive Fool)
The delusion of Alpha (Index Heads)
Presentation: Learnings from my investment career (S Naren)
Trader Profile : Vishal Mehta (MC)
Video: Global Macro in an uncertain world (Dr. Amlan Roy)