Category: Links

Some stuff I am reading today morning:

SEBI approves IPO of Kalyan Jewellers (FE)

Brookfield to invest $2 Billion in India’s biggest property deal (BS)

Blackstone bids to buy L&T MF (Mint)

Stock Talk: Rajratan Global (Ravi Sundaram)

A thread on porfolio construction (Value Pickr)

A few of my quirky investment opinions (French Munger)

Podcast: Investing with Richard Lawrence (Breaker)

Startup : ClearTax (Forbes)

The biggest Covid beneficiaries will be leading brick n mortar retailers (Gavin Baker)

Half of Indian population will have Corona virus by Feb 2021 (Reuters)

Some stuff I am reading today morning:

HDFC Bank’s Q2 results: Profit rises by 18% (BQ)

Kalrock to pilot Jet Airways takeoff (BS)

Rivalry heats up in online grocery market (Mint)

Stock Analysis: Supreme Industries Ltd (Dr Vijay Malik)

The story of Bombay Stock Exchange (Bizdom)

Active Mutual Funds struggle to beat Nifty 50 (Free Fincal)

Buy Now, Pay Later (Marc Rubinstein)

Millionaire (Indeedably)

Are you a toxic retirement saver? (Tony Isola)

The fight for ownership (Semil Shah)

Some stuff I am reading today morning:

5 Reasons why Indian markets sold off (BS)

Centre to borrow on behalf of states to meet GST shortfall (FE)

Where PM Modi has invested his personal wealth (Mint)

PM Modi has established his reformist credentials (Arvind Panagariya)

Fraud at MFI Sambandh Finserv (Money Life)

Most likely profit may not be the most relevant profit (FNA)

Translating Private Equity into English (Anand Sridharan)

The coming shortage of Nickel (David Fessler)

Case Study: Electric Ride Hailing in India (Blu Smart)

The Breakout Tech startup of 2020 (Semil Shah)

Some stuff I am reading today morning:

SC on loan interest waiver (Rediff)

There was no answer but to exit (Kishore Biyani)

Stainless steel stocks rally by 35% in 3 days (BS)

Infosys ups its guidance for FY21 (BT)

Can L&T go back to its glory days? (Ventura)

US apparel watchdog to probe Page Industries (Reuters)

How not to create multi-generational wealth in the markets (DMZ)

Interview with Joel Greenblatt (Barry Ritholtz)

The Elevator Pitch (Seth Godin)

Xi Jinping tells troops to prepare for war (CNN)