Category: Links

Some stuff I am reading today morning:

Health Ministry mulls increasing legal age for smoking (India Today)

UPI moment for India’s Credit Markets (FE)

Coronavirus is an opportunity for Indian Chemical cos (Mint)

The real state of LIC’s investment portfolio (Aarati Krishnan)

Are Indian Investors ready for passive investing? (Free Fincal)

There is a “late cycle ” rally on (CNBC)

Buffett’s Annual Letter to Berkshire Hathway shareholders (BH)

Levered Long (Irrelevant Investor)

How Superstition impacts stock prices (Wharton)

100 Little Ideas (Morgan Housel)

Some stuff I am reading today morning :

NSDL IPO on the cards ( ET )

Telco Chiefs meet FM ( Mint )

Telecom AGR dispute still a risk for PSUs (Money Life )

Supreme Court and the Adani Group ( Dushyant Dave )

How PSU stocks disprove the Efficient Markets Hypothesis ( Marcellus)

SBI Cards IPO to have exclusive day for retail investors ( BL)

The biggest truth in Personal Finance ( Get Rich Slowly )

Is Private Equity having its WeWork moment? ( AC )

Some lessons from 92 years of market return data ( Common Sense )

China’s Mandate of Heaven is in jeopardy ( ZH )

Some stuff I am reading today morning :

India – US trade talks hit a wall ( ET )

Sun Pharma on regulatory radar ( Mint )

PSU Bank Index at 4 year lows ( BS )

Can Kavin Bharti Mittal save Hike? ( Forbes )

Foundries in Coimbatore ( OB )

How much return will I get? ( Subramoney )

30% IRR nonsense ( Anand Sridharan )

Avoid the Zeros ( Nick Maggiulli )

When does investing become speculation ( Morningstar)

Being in the flow ( A VC )

Some stuff I am reading today morning :

Vodafone Idea on the brink ( BS )

Reliance to consolidate media & distribution under Network18 ( MC )

SEBI tightens norms for investment advisers ( Mint )

Fast track issuance for InvITs ( FE )

Oyo has some big problems ( ET )

Misselling of Edelweiss AIF ( Ashish Agrawal )

How to screen stocks ( Niteen S Dharmawat)

The NMC Healthcare disaster ( BB )

The Oldest Company in every country ( BF )

The Warren Buffett era of investing is over ( CCN )