Some stuff I am reading today morning:
Polycab India to list today (ET)
India Post now biggest loss making PSU (MC)
Asia’s tech champions zero in on banking (Reuters)
Stock Analysis: Kokuyo Camlin (Dr. Vijay Malik)
Stock Analysis: Godrej Consumer Products (ViM)
Stock Talk: Hyderabad Industries (Big Investor)
Sectoral Charts: Auto (Nooresh)
Interview with Michael Batnick (AM)
Uber’s coming out party (Aswath Damodaran)
Generating alpha using the Cash Conversion Cycle (AA)
Some stuff I am reading today morning:
Metropolis Healthcare to debut today (MC)
FPIs stay bullish on Indian markets (BS)
JSPL Vs Jagatramka (BL)
Thoughts on the FMP Fiasco (MF Critic)
FMP & debt markets (Subramoney)
SME IPOs : The dark underbelly of Indian Stock Market (Finception)
10 Learnings from acquiring Satyam (C P Gurnani)
Annual Letter to shareholders (Vallum Capital)
Why David Swensen is the Roger Federer of investing (II)
Exercise makes you happier than money (Business Insider)
Some off beat reads for the weekend:
Jallianwala Bagh: Lifting the veil (LHI)
Naxalbari turns saffron (Swarajya)
No full stops for Amit Shah (Open)
What College Admissions scandals reveal (Atlantic)
Insight: Automotive Logistics at a car factory (Team BHP)
Science: Human Brain Genes in Monkeys (Tech Review)
Why facts don’t change our minds (New Yorker)
The Islamization of Europe (Jihad Watch)
China’s hi-tech war on it’s Muslim minority (Guardian)
Witch Hunts in Papua New Guinea (SCMP)
The British journalist who defied the Raj (BI)
How Fiji changed travel (BBC Travel)
7 Parsi Men who cycled across the world a century ago (Scroll)
Why for India become Japan? (J Mathrubootham)
Bunny Chow, Indian dish in Durban (BI)
Some stuff I am reading today morning:
Concerns over India’s GDP data (ET)
Allow IHH to make open offer for Fortis (BS)
16 Stock Picks for 2019 (RJ)
Stock Talk: Delta Corp (MC)
Rant : On the FMP Crisis (Manoj Nagpal)
To be a good investor (Subramoney)
The Life Cycle of Wealth (Common Sense)
Investment Strategy in an uncertain world (Alpha Architect)
Disney Vs Netflix (CNBC)
Jeff Bezos 2018 Letter to Shareholders (Amazon)
Some stuff I am reading today morning:
Troubles in FMPs (Mint)
Whistle Blower alleges Deloitte fudged IL&FS accounts (MoneyLife)
Stock Talk: Godrej Agrovet (BS)
Mutual Fund SIP collections up 38% in FY19 (MC)
Interview with Siddharth Sedani (ET)
Shivinder Singh misled SC about ‘Sanyas’ (BT)
The stocks manage themselves (Common Sense)
Lessons from 5 Crashes (Humble $)
When Gambling seems like a good investment strategy (NY Times)
On the ‘Spend Dividends Only’ strategy (Retirement Cafe)