Some stuff I am reading today morning:
Reliance crashes (TOI)
Investors prepare for US election day (BS)
Tax amnesty plan can settle 1.2 Trillion rupees of tax claims (Mint)
India’s factory growth at decade high (Reuters)
What explains surge in GST collections? (BT)
The politics of money (Marc Rubinstein)
10 signs the bubble has already popped (David Einhorn)
What is a Tech company? (Stratechery)
The Flipkart story (Forbes)
The saga of Pramod Mittal (Money Life)
Some stuff I am reading today morning:
Future Retail urges bourses to ignore Amazon letter (BS)
Aditya Puri joins Carlyle Group (Mint)
Anil Ambani group cos put on the block (CNBC)
Should you buy a home this festival season? (Vivek Kaul)
Resetting online commerce (Ben Evans)
What makes great companies great (Novel Investor)
The absurd simplicity of my own retirement process (Rivers Hedge)
Who owns the US stock market? (Irrelevant Investor)
Individuals Vs Institutions (SII)
Software is eating the Markets (Not Boring)
Some off beat reads for the weekend:
How Whites supressed voting rights of Blacks in America (Jawad Mian)
How Trump can win again (Atlantic)
Macron’s War against Radical Islam (Open)
How RBI got rid of Yes Bank’s Rana Kapoor (Tamal Bandyopadhyay)
My fight against Triple Talaq (Aafreen Rehman)
The hidden story of Mewat (True Indology)
The Brothel trade of Bengal (National Geographic)
Misremembering the British Empire (New Yorker)
China & Sri Lanka (Indi Samarajiva)
How Navratri and Dussehra were celebrated in medieval India (OD)
TedX talk: The Cost of Success (Pratik Gandhi)
Remembering Manna Dey (Ajay Mankotia)
The most expensive Rupee (LHI)
How Snakes & Ladders became a global phenomenon (Madras Courier)
Dosa: India’s obsession (BBC Travel)
Some stuff I am reading today morning:
PM Modi: Economic recovery faster than expected (FE)
US GDP rebounds by 33.1% (CCTN)
Mistry firms offer share swap to Tatas (Mint)
Laurus Labs reports bumper earnings (MC)
The lament of a Mutual Fund Specialist (MF Critic)
On Receivable Days (Dr. Vijay Malik)
The Bull Market that won’t die (DR)
Investing in a pandemic (Baillie Gifford)
How Jay Vijayan built the world’s newest unicorn (Forbes)
Caste Discrimination in Silicon Valley (India Today)
Some stuff I am reading today morning:
Markets tumble as fear grips Europe (Market Watch)
Bharti Airtel can’t afford 5G (BS)
Stock Talk: SBI Life (FE)
Nitin Gadkari blasts NHAI (Nitin Gadkari)
The rise of Reliance ( Baillie Gifford)
iD Fresh Food: Trusting the customer (Forbes)
My approach to Valuation (MBI)
Made in China (Slate)
The World’s No 1 Stock Market (InvestmentU)
Trump will win next week (Jeff Gundlach)