Category: Links

Some stuff I am reading today morning:

Is IRCTC different from other PSUs? (ET)

Abhijit Banerjee’s prescription for Indian Economy (Scroll)

Banks can now lend to InvITs (FE)

SIPs start showing signs of weakness (BS)

Stock Analysis: IEX India (Candor Investing)

On the fate of BSNL/MTNL (Kush Katakia)

Masayoshi Son: Conviction or Compulsion? (Succinct by Vikas)

Don’t fight the fiscal (Macro Tourist)

The price of certainty (Microcap Club)

Calculating free cash flows- 5 Examples (Focussed Compounding)

Some stuff I am reading today morning:

IRCTC to list today (MC)

Retail Investors give RIL a surprise in Alok Industries (ET)

Private power producers Vs NTPC (FE)

Triple whammy of India’s real estate crisis (BS)

Deleveraging at Essar (BT)

Startup: Big Basket (Mint)

Spinning gold out of garbage (Rediff)

On Non-Ergodicity (Prof Bakshi)

Dead weight in debt fund portfolios (MF Critic)

How Fogg stays ahead in deos (BS)

Some stuff I am reading today morning:

Singh Brothers arrested (BS)

Online Food Delivery may touch $12.53 Billion by 2023 (FE)

What made Talwalkars so unfit for shareholders & lenders (Sucheta Dalal)

Jewellers may miss Diwali sparkle this year (Rediff)

Stock Talk: BEML (Mint)

What should I do with my holding in Piramal Enterprises? (Candor Investing)

Observations on the Essel Mess (MF Critic)

How to spot the liar in the boardroom (Saurabh Mukherjea)

The insider story of Equis & its partners’ $800 Million Bounty (Euro Money)

The 100 Richest Indians (Forbes)

Some stuff I am reading today morning:

RBI rejects merger of Indiabulls Hsg Finance with LVB (BS)

Jio signals an end to the tariff war (Mint)

Equity Fund inflows fall (FE)

Tough decisions ahead for RCEP (BT)

Startup: Drunken Monkey (Forbes)

Company Profile: United Spirits (OB)

Interview with Joel Greenblatt (AM)

How am I different from 90% of the fund managers (Buffett)

The Unicorn Barn is on fire (Prof Scott Galloway)

Ivy League Endowments make the same old mistakes (Barry)