Author: Raoji

Some stuff I am reading today morning:

Cabinet to consider splitting GAIL (ET)

IMF cuts India’s FY20 GDP growth forecast (BT)

Subhash Chandra scrambles to retain Zee (Mint)

Not a single 2000 Rs note printed in FY20 (MC)

True North’s home advantage (Forbes)

IPO Lessons for public market investors (Aswath Damodaran)

Bill Nygren Market Commentary Q319 (Oakmark Capital)

Learning from Chris Bloomstran (Masters Invest)

Graham & Doddsville Latest Issue (Columbia Business School)

UK’s best known fund manager shuts down shop (CNBC)

Some stuff I am reading today morning:

Is IRCTC different from other PSUs? (ET)

Abhijit Banerjee’s prescription for Indian Economy (Scroll)

Banks can now lend to InvITs (FE)

SIPs start showing signs of weakness (BS)

Stock Analysis: IEX India (Candor Investing)

On the fate of BSNL/MTNL (Kush Katakia)

Masayoshi Son: Conviction or Compulsion? (Succinct by Vikas)

Don’t fight the fiscal (Macro Tourist)

The price of certainty (Microcap Club)

Calculating free cash flows- 5 Examples (Focussed Compounding)