Some stuff I am reading today morning:
All eyes on Vedanta delisting (FE)
Interview with Nirmala Sitharaman (Rediff)
PayTM Vs Google (Reuters)
Madras Stock Exchange in 1994 (Vijay)
Interview with Palladium’s Gayatri Ruia (Forbes)
Interview with Bill Nygren (Guru Focus)
Musings of a frustrated value investor (Vitaliy Katsenelson)
Some investing stuff I changed my mind about (Common Sense)
Disney: Unleash the mouse (Prof Galloway)
May 2019 Presentation : Chinese Tech Landscape Review (Epic)
Some stuff I am reading today morning:
On Modi’s path breaking reforms (Anantha Nageswaran)
Indian Pvt Banks oppose Govt interest waiver (Reuters)
Amazon opposes Future-Reliance deal (Reuters)
US tightens H1-B Visa rules (BS)
Kalrock Capital are the new owners of Jet Airways (TN)
Inside the airline industry’s meltdown (Samanth Subramaniam)
The (Not Failing) New York Times (Dropbox)
Our worst investing mistakes (2Point2 Capital)
How comfortable are you holding stocks for 30 years? (Common Sense)
Accountable to Darwin Vs Accountable to Newton (Morgan Housel)
Some stuff I am reading today morning:
Dinesh Kumar Khara is new SBI Chairman (Mint)
16 firms selected for PLI plan for phone manufacturing (BS)
Sanjay Shah amasses $ 700 million in exile (Money Control)
CFO of Cox & Kings arrested (BT)
Insider Trading in Electrosteel Casting (Money Life)
Broken Scoreboard (Anand Sridharan)
WhiteHatJr & Byjus-Stop acting like Mafias (Pradeep Poonia)
Fintech Startup: Uni (CNBC)
On dumb ideas (Seth Godin)
Common causes of bad decisions (Morgan Housel)
Some stuff I am reading today morning:
TCS crosses 10 Lakh Crore market cap (FE)
ITC: 10 Blunders, 1 Arrogant Company (Manu Rishi Guptha)
Google Vs Indian startups (Reuters)
SBI looking to hive off YONO (BS)
India’s skilling firms have entered the ICU (Mint)
On non US citizens investing in US markets (Gautam Shewakramani)
Negative Social Proof (A VC)
Why I sold a great investment (Larissa Fernand)
The End of Banking (Marc Rubinstein)
The impact of Covid-19 on the movie industry (Matthew Ball)
Some stuff I am reading today morning:
Centre to waive interest on loans upto 2 Cr (Rediff)
AIF’s returns trail Nifty (Mint)
How ‘mule’ accounts are used for front running (CNBC)
Stock Analysis: Sonata Software (Dr. Vijay Malik)
Balaji Amines: A niche duopoly (Tankrich)
The Momentum Mindset (Rohit Chauhan)
How to buy art (Bloomberg)
Techno Party (Vltava Fund)
True Wealth (Humble $)
Luck & Success (Irrelevant Investor)