Some stuff I am reading today morning:
IL&FS has a hostage situation in Ethiopia (ET)
RBI throws a lifeline to NBFCs (BQ)
RBI Vs Yes Bank (Mint)
SEBI goes after unscrupulous PMS Fund Managers (RJ)
Bull run finale not far off (Reuters)
Company Profile: Graphite India (Forbes)
Secret Diary of N V ‘Tiger’ Tyagarajan (OB)
Investing Chat with Safir Anand (S&L)
China is slowing down (Zero Hedge)
On Fed Easing (Macro Tourist)
Some stuff I am reading today morning:
Banks may invoke Dhoots’ personal guarantees (ET)
Investor worries on Kotak Bank (Mint)
Jaypee may lose Formula One Land (BS)
UTI AMC stake sale (BL)
Company Profile: Arvind (Fortune)
The Bear Market of 1969 (Irrelevant Investor)
Valuations don’t matter much in Emerging Markets (BQ)
The trade of the decade is dead (Daily Reckoning)
What Bear Markets look like ( A VC)
Liquidity is over rated (Financial Samurai)
Some stuff I am reading today morning:
Back Door pledging at DHFL (MoneyLife)
Jeff Bezos may buy Kishore Biyani out (ET)
Actis buys out Essel Infra’s solar power projects (Mint)
Etihad to raise stake in Jet Airways to 49% (FE)
Amazon beats Flipkart (BS)
The disaster at Aditya Birla Real Estate Fund (Forbes)
2018: Noone made money (TRB)
Howard Marks on Losses (AM)
Selfish Writing (Morgan Housel)
Why you would not have invested with Warren Buffett (BVI)
Some stuff I am reading today morning:
Centre to infuse 42,000 Cr in PSU Banks (ET)
Indian stocks still expensive (Mint)
Interview with Ajit Ranade (Morningstar)
Company Profile: Bajaj Finance (Forbes)
What Indian Unicorn Founders earn (BQ)
Bajaj Auto to launch quadricycle (Rediff)
NIIT Tech founders may sell out (FC)
Bitcoin is down more than 80% (CNBC)
Secret Diary of Vineet Nayar (OB)
Why bother forecasting cash flows? (Intrinsic Investing)
Some stuff I am reading today morning:
Shocker at Yes Bank (Andy Mukherjee)
JSW Energy to set up e-Car plant (ET)
IT Department sells Cairn shares to recover dues (BS)
Penny stock entities under taxman’s lens (BL)
Liquidity is getting tight in Asia (BQ)
Did Naresh Goyal scupper the Tatas? (Rediff)
Stock Analysis: Motherson Sumi Systems (VIM)
What to look for in an annual report (Jana)
A View on Valuations (Stallion Asset)
The critical consequences of Culture (Insead)