Category: Links

Some stuff I am reading today morning:

Cabinet approves PLI schems for IT hardware (BW)

FIIs turn bullish on India (FE)

Online bond platforms see sharp jump in retail participation (MC)

How Quant investing is helping investors beat the market (Forbes)

Interview with Aswath Damodaran (The Long View)

Interview with Raghuram Rajan (The Market)

Things professional investors should say but can’t (BI)

Gutter Capital wants to upend the VC model (Fast Company)

The Triumph of Debt (Daily Reckoning)

Mr. Market is in denial over TINA’s passing (Felder Report)

Some stuff I am reading today morning:

Monsoon arrival on June 4 (MC)

Return of industrial stocks (Fortune)

Notes from my US visit (Sunil Singhania)

On Negative Cash Conversion Cycles (Rama Krishna)

Tiger Global to sell stakes in private cos (FT)

Interview with Elon Musk (CNBC)

Startup: Roadcast (Forbes)

The best investment strategy is always the same (Prem Watsa)

The spectrum of financial independence (Morgan Housel)

Chores (Seth Godin)

Some stuff I am reading today morning:

WPI inflation turns negative (Fortune)

SEBI: Adani not probed since 2016 (FE)

India’s ‘Pharmacy of the world’ moniker under threat (Forbes)

Gilt Funds Vs Bank Fixed Deposits (Basu Nivesh)

On Greedflation (LA Times)

Roughly right or precisely wrong (Ben Carlson)

Cisco: A magazine cover gone wrong (Big Picture)

Maintaining fear is an incredible element in creation of wealth (Sam Zell)

Thread: On stock based compensation (Brian Feroldi)

Skipping the good days (Seth Godin)

Some stuff I am reading today morning:

3 Leading Brokers face multiple probes (BS)

Two Adani group firms to raise 21,000 Cr (BT)

Retail inflation falls to 18 month low (Fortune)

How AI will define the next decade (Chris Ford)

ONDC has made a promising start (MC)

Will performance based fees help MF investors? (MC)

HNI investors are getting greedy & over-confident (Forbes)

Concentration in the Stock Market (Ben Carlson)

Long term front running (ACS)

Does it pay to be an active investor? (Expectations Investing)