Category: Links

Some stuff I am reading today morning :

Modi’s labour reform push ( ET )

RBI sounds warning on Mudra loans ( Mint )

Steel sector may face disruption ( BS )

Bearings collusion by SKF, Schaeffler, Tata Steel units ( Reuters )

Stock Talk : PSP Projects ( Value Hunter )

Reliance Naval : 1,000% jump in 11 weeks ( BT )

Prashant Jain’s ESOPs now worth 343 Cr ( MC)

True wealth is far more than just financial success ( Kaushal Majumdar )

Buffett’s blunder : Not investing in Microsoft ( AM )

No more Gurus ( Morgan Housel )

Some stuff I am reading today morning :

How Rana Kapoor made 20 Billion to loans of 60 Billion to Indiabulls Group ( OB )

Axis Bank, Stan Chart CEOs face NCLT heat ( ET )

Last nail in the capex coffin ( Mint )

Sector Watch : Real Estate stocks ( BS )

The great cost compression in financial services ( Naked Beta )

Does Value Investing work in India? ( Aarati Krishnan )

Bull Headed ( Humble Dollar )

Secret Diary of Y V Reddy (OB)

Making sense of the New Capitalists ( Haresh Chawla)

How Crypto Queen Ruja Ignatova scammed the world ( BBC )

Some stuff I am reading today morning :

How to safeguard yourself if you are a Karvy client ( BT)

BPCL asset valuer to submit report in 50 days ( ET)

My learnings after 9 years of full time investing ( Jatin Khemani )

The core of our manufacturing economy is staring at an abyss ( Sandipan Deb )

We are all Emerging Markets now ( Zev Abraham )

T- Series : The most watched You Tube Channel in the world ( Bloomberg )

A missing $250 Million in Crytpo ( Vanity Fair )

A long chat with Peter Bernstein ( Jason Zweig )

What would you have done in 2009? ( Common Sense )

On Aramco’s IPO ( Aswath Damodaran )

Bandhan Bank’s loan recovery practices ( East Mojo )

5 Trillion $ GDP target out of the question ( C Rangarajan)

NTPC may shell out 10,000 Cr for NEEPCO, THDC ( BS )

No bubble in quality stocks ( Mayank Joshipura )

Haircuts for Indian Finance – Bad or Bold ? ( Andy Mukherjee )

Presentation at the India Investors Forum ( Sunil Shah )

Master Class from Neville Noronha of DMart ( Tankrich )

Alpha Ideas SME Stars – Goblin India ( You Tube )

Alpha Ideas SME Stars – Prime Customer Service ( You Tube )

Alpha Ideas SME Stars – Softtech Engineers ( You Tube )