Category: Links

Some stuff I am reading today morning:

FPIs bearish bets are at record levels (BW)

FMCG EBITDA margins strong despite slow volume growth (FE)

How India is rejecting China (Fortune)

Interview with Charlie Munger (Acquired)

Interview with Ian Cassel (Morningstar)

How to do business analysis of real estate cos (Dr Vijay Malik)

Is the passive investing bubble about to burst? (The Market)

On Position Sizing (Special Situation Investing)

11 things I learned about investing (Alchemy)

Confessions of a middle class startup Founder (Intelligencer)

Some stuff I am reading today morning:

Markets continue to tumble (BS)

India’s economy to reach $4 Trillion by year end (MC)

Order against Baap of Chart (SEBI)

Stock Talk: Jubilant Foodworks (FE)

Interview with Jim Grant (The Market)

Key disrupters of US retirement savings (Pensions & Investments)

Fight or Flight? (Mark Newfield)

3 Traps in Investing (Flyover Stocks)

The art of smart selling (Bill Nygren)

Smart things I’ve read lately (Morgan Housel)

Some stuff I am reading today morning:

Markets may remain under pressure (BS)

Online gaming cos get GST notices of 1 Lakh Cr (Rediff)

Nestle India’s rural play (MC)

How to loot Public Sector Banks (Money Life)

Sector: Hotels (Fortune)

VC: Celesta Capital (Forbes)

Venture Debt deals largely loan driven (FE)

Understanding Investing Regime change (Big Picture)

The Truth about rapid sales growth (Onveston)

Age in Place (Morningstar)

Some stuff I am reading today morning:

No red alert on market valuations (FE)

India VIX dips below 10 (MC)

On India’s inclusion into JP Morgan’s bond index (Rediff)

Thread: Technical outlook of Power Cos (Fibonalysis)

Jamie Dimon rips Central Banks (CNBC)

Geopolitical risk keeps Oil Price afloat (Oil Price)

Bitcoin spring is here (Fortune)

Is gold a good investment? (Monevator)

Where I am investing now (Bill Gross)

The obsession with meeting quarterly targets (Munger)