Category: Links

Some stuff I am reading today morning:

Vodafone Idea defaults on payments to tower firms (BS)

RIL-BP fuel retailing joint venture commences operations (FE)

Govt plans to raise 20,000 Cr by selling stakes in Coal India, IDBI Bank (BS)

TCS results disappoint (Mint)

Gold’s rally is just getting started (CNBC)

PPF Vs Sukanyya Samriddhi (Zee Business)

20 Potential Bonus & Split Candidates (Ventura)

Comparing now to the Nasdaq boom of the 90s (Irrelevant Investor)

The Great Illusion of the Stock Market (David Abrams)

Will Masa have the last laugh? (Forbes)

Some stuff I am reading today morning:

MF Equity inflows at four year lows (BS)

Govt wants Place of Origin Tag by 01 August (Mint)

Interview with Raghuram Rajan (CNBC)

Stock Analysis: ADF Foods (Dr Vijay Malik)

Perfect Timing in Debt funds (MF Critic)

Inside China’s stock market frenzy (Bloomberg)

A tale of two markets (Seeking Alpha)

Tech Vs Everyone Else (Crossing Wall Street)

The danger of learning from your mistakes (Validea)

The Slack Social Network (Stratechery)

Some stuff I am reading today morning:

ADIA may invest $ 1 Billion in Jio Fibre (ET)

Retail investors may get to invest in REITs (Mint)

City gas distribution companies under pressure (BS)

The Life & Death of ‘Biscuit King’ Rajan Pillai (Kochi Post)

Investing in Holding Cos (2Point2Capital)

Kerala’s remittance rush may be over for good (ET)

Explaining the 2020 Stock Market (Common Sense)

5 Reasons why Dividend Investing beats Capital Gains Investing (Seeking Alpha)

The best way to invest (Julian Robertson)

Do fundamentals still matter? (Cliff Asness)

Some stuff I am reading today morning:

Delivery based volumes at lowest levels (BS)

Time to short? (Nooresh Merani)

Amazon, Google face tough times in India’s eCommerce draft policy (ET)

Shriram Transport fixes rights issue price at 570 Rs/share (Mint)

Notes from 2020 Annual Report of Ajanta Pharma (Kumar Saurabh)

Craft is Culture (Alex Danco)

China told citizens to buy stocks (CNBC)

A fresh look at Buffett’s business model (FA)

The most expensive stock on Earth (TRB)

The US elections is a toss-up (DR)

Some stuff I am reading today morning:

India may hike customs duties (FE)

Covid cases at factories leaves India Inc in a bind (Mint)

Jewellers start melting new ornaments to pare inventory (BS)

Notes from 2020 Annual Report of Syngene Internatioanl (Kumar Saurabh)

The story of Parle-G (Atlantic)

The Gold Breakout (TRB)

The playing field (Graham Duncan)

Public frenzy and Private Caution (Semil Shah)

Peter Bernstein’s checklist for growth companies (Novel Investor)

What is a dividend trap? (Dividend Guy)