Some stuff I am reading today morning:
Govt plans rejig in personal tax slabs (HT)
Govt lines up strategic disinvestment plans (ET)
Second wave of NPAs (BS)
4,000 Cr tax evasion via LTCG route (MC)
Confession of PMC Bank MD (CNBC)
Airtel to exit Bharti Infratel (Mint)
How Thomas Cook collapsed (Skift)
Our traditions and wealth concepts (Subramoney)
Animal Spirits in the market (Dr C K Narayan)
Moats in the software business (Software Engineering)
Some stuff I am reading today morning:
Biocon’s 10 Cent Insulin offer can be a game changer (MC)
On PSU disinvestments (FE)
E-Commerce Majors clock bumper sales (BS)
How NBFCs fund real estate projects (Balasubramanian V)
Interview with Samir Arora (Mint)
In a first, RCOM AGM chaired by Insolvency Professional (ET)
A reckoning for Masayoshi Son (Forbes)
Ownership in the age of public corporation (Roger Lowenstein)
How we should bust an investing myth (Jason Zweig)
The great public market reckoning (A VC)
Some stuff I am reading today morning:
Modi bats for India (BS)
Rana Kapoor seeks to exit Yes Bank (FE)
Worries add up for the markets (Macro Tourist)
Watch out for the impeachment rally (CNBC)
Mumbai may sink by 2100 (Mint)
How to defeat lifestyle creep (Larissa Fernand)
Why Private Equity is ripe for Vanguard style disruption (Institutional Investor)
In Investing, the last man standing is patience (Joel Greenblatt)
WeWork Lessons apply to lots of stuff (Morgan Housel)
There are no secrets in investing (Nick Maggiulli)
Some stuff I am reading today morning:
MFs start dumping ZEE shares (ET)
Technical glitches at NSE (MC)
What banks should learn from shampoo makers (Viral Acharya)
KKR’s dice with debt (Forbes)
Investment and Frauds (Bala)
Has Value Investing being disrupted? (Schroders)
Don’t invest like a lemming (Charlie Munger)
Woe betide the hedge fund marketer (Institutional Investor)
The biggest downside to early retirement (Retire By 40)
Farwell letter to be read after my death (T Boone Pickens)
Some stuff I am reading today morning:
On Howdy Modi (Mint)
Default rating for Reliance Capital (ET)
150 Private Railway Trains (ET)
Strange accounting at Balaji Amines (Naresh Mamnani)
Notes from TIA 20-20 Conference (Devil’s Advocate)
Who benefits from corporate tax cuts? (Warren Buffett)
Making REITs work (Forbes)
The cost of waiting (Of $ and Data)
On the business of investing (Howard Marks)
How to turn $20,000 into Millions (Thomas Braziel)