Some stuff I am reading today morning:
Piyush Goyal named interim Finance Minister (MC)
Vodafone plans $3.5 Billion War Chest to fight Ambani (ET)
Indigo plans global expansion (BS)
The Battle for Essar Steel continues (FC)
Marico: Shifting into second gear (Fortune)
Why the Billionaires at Davos are scared (CNBC)
Pulling in their horns (TRB)
Stock Pickers don’t know how to sell (Barry)
The Biggest Returns (Morgan Housel)
Capitalism & Inequality (A VC)
Some stuff I am reading today morning:
IL&FS heat singes Mutual Fund industry (BL)
Petrol 2 Wheelers face e-Cess (ET)
Investors wary of Prabhat Dairy-Lactalis deal (MC)
Reliance Vs Amazon (BS)
Seth Klarman Letter chills Davos (NYTimes)
Pallonji Mistry trying to sell more assets (FC)
You are not Buffett (Subramoney)
Double your money (TRB)
Best way to short China? (Macro Tourist)
The untold story of a self-made investing millionaire (SN)
Some stuff I am reading today morning:
Modi’s Make In India gets Lockheed boost (ET)
Prabhat sells it’s dairy business (BS)
BOI may come out of PCA this week (FC)
State Bank of India: Performing Asset (Forbes)
Modi to consider cheap loans for small businesses (Reuters)
Nifty P/E Ratio Returns Analysis (Stable Investor)
Is rotation better than index investing? (Mystic Wealth)
The time Jack Bogle set me straight (TRB)
12 things I’ve learned from comedians about money (25IQ)
Charlie Munger on Opportunity Cost (AM)
Some stuff I am reading today morning:
SFIO wants DCB Bank License cancelled (BL)
Reliance to enter eCommerce in a big way (YS)
A Jet-Etihad deal won’t comfort many investors (ET)
SEBI turns down L&T’s buyback (BS)
FPI outflow crosses Rs. 4,000 Cr in Jan (FC)
FISH method of saving money (8020Investor)
2018 Results Memo to Investors (Mohnish Pabrai)
Jan 2019 Letter to Investors (Sage One)
Caveat Investor (Cliff Asness)
Warren Buffett & Charlie Munger: Diversification (You Tube)
Some off beat reads for the weekend:
The malign incompetence of the British Ruling Class (Pankaj Mishra)
Is the age of tech over? (Atlantic)
Have aliens found us? (New Yorker)
How a deluge of money nearly broke the Premier League (Guardian)
The Rafale Deal Explained (Nitin Gupta)
The Ugly Indian Tourist (Open)
How Hindu Dieties are deified in Japan (Madras Courier)
Western mercenaries ready for Syria (ATimes)
The surprising story of Hubert Julian (Guernica)
Good riddance to Shah Faesal (DailyO)
Legacy of Muslim Rule in India (Pragyta)
Travelogue: Gokarna (Team BHP)
The first reservations in India (Live History)
Who is coming for Lit Fest? (J Mathrubootham)
The best actors for iconic characters (Vir Sanghvi)