Category: Links

Some stuff I am reading today morning :

PM Modi takes charge of budget ( Narendra Modi )

PayTM faces it’s moment of Truth ( Mint )

HCL Tech’s Trump Card ( OB )

Stock Analysis : India Nippon Electricals Ltd ( Dr Vijay Malik )

The reckoning is coming for Tesla ( Jawad Mian)

Nobel laureates bat for wealth tax in India ( CNBC )

Fintech will help unlock Bharat ( Forbes)

Why India’s restaurants struggle with profitability ( Qz)

Secondary lessons from The Intelligent Investor ( Novel Investor )

Patient Capital : How long is the long run ? ( Seth Godin )

Some stuff I am reading today morning :

Remarks by President Trump on Iran ( White House )

Mutual Fund SIPs climb to a record ( Mint )

15,000 people quit Axis Bank ( ET )

The only auto co to register growth in 2019 ( ET )

The microfinance crisis in Assam ( Scroll )

Notes from the Wealth Forum Meet ( Subramoney)

Interview with Sundaram Home Finance MD ( Wire )

Buy stocks that are in the second innings ( Peter Lynch )

5 Investing Lessons from 5 Investing Pros ( Validea)

What I believe least ( Morgan Housel )

Some stuff I am reading today morning :

Iran fires missiles at US bases in Iraq ( CNBC)

Nation wide strike today ( Money Life)

NBFC Crisis could be winding down ( ET )

On Biocon Biologics ( Mint )

What lies ahead for bank stocks ? ( BS )

Mr. Market isn’t so foolish after all ( Morningstar)

Clearing the fog ( Casey Wolf )

Why Stock Options are like a Swiss Army Knife ( Humble Dollar )

2020 Fintech Prediction Palooza ( Howard Lindzon )

On India’s loss making unicorns ( Anand Sridharan)

Some stuff I am reading today morning:

Global tensions rock India’s pricey market (Mint)

India gold prices hit all time highs (Reuters)

New margin norms may hit midcap/small cap stocks hard (BS)

Ratan Tata fights to save his legacy (ET)

Here’s why Air India’s privatisation may not take off (FE)

Optimism as a default setting (TRB)

Is War next? (Daily Reckoning)

Shocks and Market Impact (Horan Capital)

How will US-Iran conflict impact the markets? (Ben Carlson)

Why global stock markets will leave bears disoriented (Anantha Nageswaran)

Some stuff I am reading today morning:

Gulf stocks plunge on war threat (Zero Hedge)

Full Statement of Cyrus Mistry (MC)

Indian Retail Investors are Cheapos (Nooresh Merani)

Stock Analysis: National Peroxide (Dr Vijay Malik)

The Pathetic Case of Jiyo Eco Products (Lalit Investor)

A ‘toxic’ culture at Oyo (ET)

Time Diversity in VC Portfolios (Haystack)

The Art of NOT Selling (Akre Capital)

Working Paper on Complexity Investing (Brad Slingerlend)

The true story of China’s biggest bank robbery (Medium)