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Linkfest: 06 June, 2019

Some stuff I am reading today morning:

DHFL Crisis deepens (Mint)

Care Ratings downgrades Eros International to default (ET)

Dighi Ports Promoter has been declared as ‘wilful defaulter’ (FE)

Sorry story of debt ridden companies (BL)

Monsoon rains to arrive on June 8 (MC)

Nitin Gadkari’s ambitious 5 year roadmap (BT)

Stock Talk: Radico Khaitan (Big Investor)

Is this a good time to buy Page Industries? (OB)

Value Investing is the marriage of a contrarian steak & a calculator (Seth Klarman)

Financial advice for my new daughter (Morgan Housel)

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Links

Linkfest: 05 June, 2019

Some stuff I am reading today morning:

DHFL on the ropes (Hindu)

MTNL no longer a going concern (FE)

Air India deal to be sweetened further (Mint)

GST on the highway (BL)

Why infra cos in Andhra are staring at a bleak future (Rediff)

Betting on India’s unloved consumer stocks (BS)

Stock Talk: TCI Express (MC)

Interview with Atul Suri (ET)

Why I don’t wake up to the news (TRB)

Stanley Druckenmiller dumps all his stocks (Zero Hedge)

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Links

Linkfest: 04 June, 2019

Some stuff I am reading today morning:

L&T Tech: OFS opens today (BL)

RBI bars S R Batliboi from audit of commerical banks (ET)

Fitch downgrades Axis Bank, ICICI Bank (FE)

Two wheeler sales continue downward journey (BS)

Pre-Monsoon rainfall lowest in 65 years (Mint)

Investment Strategy for Modi 2.0 (Bala)

One Big Investing Lesson from the Bhagavad Gita (Safal Niveshak)

Tesla’s Travails (Aswath Damodaran)

Good ideas can’t be scheduled (Morgan Housel)

Has the 2019 rally in everything peaked? (Capital Spectator)

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Links

Linkfest: 03 June, 2019

Some stuff I am reading today morning:

Why RBI must cut rates (ET)

The economy needs a budget stimulus (Mint)

SFIO identifies coterie that defrauded IL&FS (FE)

China-US trade war intensifies (CNBC)

Where PMS lags MFs (Rediff)

Why only a few are successful in trading (Altais)

Of Mutual Fund Investments & Income Tax Notices (MF Critic)

Big things start small (Jeff Bezos)

How Smart Investors use ‘good leverage’ to magnify returns (AM)

On 200 Day Averages (Irrelevant Investor)

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Links

Weekend Mega Linkfest: 01 June, 2019

Some off beat reads for the weekend:

Rahul Gandhi’s disgraceful campaign (Nupur Sharma)

Why the forgotten majority voted for Modi (Rajan Laad)

Explaining Naveen Patnaik’s success (Sambit Nayak)

Saffron Star over Bengal (Sunanda Datta Ray)

The social psychology of political rallies (Madras Courier)

How Taekwondo made me (Dina Nayeri)

Secret Spectacles (BBC)

Rainwater Harvesting Syringe (BI)

Cycling to Sach Pass (Team BHP)

The glorious boredom of my walk in Japan (Wired)

A Burmese King in an Indian Exile (Manu Pillai)

Mumbai’s beloved Prithvi Theatre (LHI)

The surprising truth about Caesar Salad (BBC Travel)

Two Types of Airport People (Amanda Mull)

Khan Market Diary (Vijay Chauthaiwale)