Category: Links

Some stuff I am reading today morning:

On Modi’s path breaking reforms (Anantha Nageswaran)

Indian Pvt Banks oppose Govt interest waiver (Reuters)

Amazon opposes Future-Reliance deal (Reuters)

US tightens H1-B Visa rules (BS)

Kalrock Capital are the new owners of Jet Airways (TN)

Inside the airline industry’s meltdown (Samanth Subramaniam)

The (Not Failing) New York Times (Dropbox)

Our worst investing mistakes (2Point2 Capital)

How comfortable are you holding stocks for 30 years? (Common Sense)

Accountable to Darwin Vs Accountable to Newton (Morgan Housel)

Some stuff I am reading today morning:

Dinesh Kumar Khara is new SBI Chairman (Mint)

16 firms selected for PLI plan for phone manufacturing (BS)

Sanjay Shah amasses $ 700 million in exile (Money Control)

CFO of Cox & Kings arrested (BT)

Insider Trading in Electrosteel Casting (Money Life)

Broken Scoreboard (Anand Sridharan)

WhiteHatJr & Byjus-Stop acting like Mafias (Pradeep Poonia)

Fintech Startup: Uni (CNBC)

On dumb ideas (Seth Godin)

Common causes of bad decisions (Morgan Housel)

Some stuff I am reading today morning:

TCS crosses 10 Lakh Crore market cap (FE)

ITC: 10 Blunders, 1 Arrogant Company (Manu Rishi Guptha)

Google Vs Indian startups (Reuters)

SBI looking to hive off YONO (BS)

India’s skilling firms have entered the ICU (Mint)

On non US citizens investing in US markets (Gautam Shewakramani)

Negative Social Proof (A VC)

Why I sold a great investment (Larissa Fernand)

The End of Banking (Marc Rubinstein)

The impact of Covid-19 on the movie industry (Matthew Ball)

Some stuff I am reading today morning:

Centre to waive interest on loans upto 2 Cr (Rediff)

AIF’s returns trail Nifty (Mint)

How ‘mule’ accounts are used for front running (CNBC)

Stock Analysis: Sonata Software (Dr. Vijay Malik)

Balaji Amines: A niche duopoly (Tankrich)

The Momentum Mindset (Rohit Chauhan)

How to buy art (Bloomberg)

Techno Party (Vltava Fund)

True Wealth (Humble $)

Luck & Success (Irrelevant Investor)

Some stuff I am reading today morning:

SEBI lays down code of conduct for AMCs (Mint)

On the UTI AMC IPO (BS)

CAG on defence offsets (FE)

Stock Talk: BPCL (Ventura)

Beware of stockbrokers (Safal Niveshak)

The untold story of Harley Davidson in India (Forbes)

Why the return from Dividends matter ( Crossing Wall Street)

The realities of growth investing (Validea)

Every child can become a Millionaire (RetireBy40)

Interview with Reed Hastings (David Rubenstein)