Some stuff I am reading today morning:
How REITs are bringing hope to realty sector (ET)
India’s new power capacity falls to two decade low (FE)
The ‘Das Put’ (Mint)
Aarti Drugs Buyback (MC)
How India’s crony capitalist edifice is creaking (BS)
Value Investing- The Indian Challenge (Saurabh Mukherjea)
Stock Analysis: VIP Industries (VIM)
Inside the Kingdee Bubble (David Webb)
Buying is easy, Selling is hard (Bloomberg)
In Defense of Complexity (Phil Huber)
Some off beat reads for the weekend:
India’s Chanakyas (Outlook)
I, Chowkidar (M J Akbar)
On India’s political dynasties (Priya Ramani)
Inside AOC’s unlikely rise (Time)
Trump’s Golan Heights Move (Atlantic)
Why Israel is cosying up to Gulf Monarchies (Guardian)
Iran’s love for Bitcoin (ATimes)
On meeting Mrs. Obama (Granta)
The Tinder Swindler (VG)
India’s Coffee Connection (LHI)
How the British discovered tea in Assam (Madras Courier)
Modi burying hatchets (Gossip Guru)
On India’s longest running cookbook (BI)
On becoming PM (J Mathrubootham)
Holika Dahan (Deepta Roy)
Some stuff I am reading today morning:
How the Nair family lost Leela (MC)
End of the road for Mindtree Promoters (ET)
T-Series is the world’s # 1 YouTube Channel (BS)
Saving Jet Airways (BL)
Company Profile: LG India (Fortune)
Investing strategies of Millionaires (Subramoney)
How Gold lost it’s glimmer (Forbes)
Why Book Value has lost it’s meaning (Economist)
Second Chances are important (TRB)
Competing Takes (Common Sense)
Some stuff I am reading today morning:
On the Embassy Office Parks REIT IPO (Manoj Nagpal)
Corporate Battle looms at Mindtree (BS)
A brief account of hostile takeovers in India (ET)
Whistle Blower Letter on SREI (MC)
Jet Airways crisis worsens (Mint)
Ericsson teaches Anil Ambani and India a lesson (BS)
Big is Better (Amit Jeswani)
Trade like you are on a diet (DR)
We all make mistakes (Of $ and Data)
Chinese feel threatened by India’s ‘Boycott China’ (Global Times)
Some stuff I am reading today morning:
L&T makes hostile bid for Mindtree (MC)
Mota Bhai saves Chotta Bhai (ET)
Essar Steel goes to Arcelor Mittal (BL)
Stock Presentation: Balaji Amines (Vishnu)
There will be no post-election rally (Basant Maheshwari)
Nifty Next 50 ETF: An appealing investment strategy (MC)
Open Letter by 131 CAs (BQ)
Is the dream run over for SIPs? (Forbes)
What is Amazon? (Zack Kanter)
On Investment Narratives (Demonetized)