Some stuff I am reading today morning :
Over regulation is killing the industry ( Rajiv Bajaj)
What India’s bond markets fear ( Mint )
India Vs Malaysia ( BS)
Midcaps and Multi Baggers ( Bala)
Stock Talk : Care Ratings ( Candor Investing)
Stock Talk : HDFC Bank ( Jana)
Visa, Plaid, Networks and Jobs ( Stratechery)
A hedge fund focussed on climate change (Financial Planning )
Risk is what you don’t see ( Morgan Housel )
A retirement case study ( Subramoney)
Some stuff I am reading today morning:
Inflation shock after GDP growth slump (Mint)
BSE, NSE to suspend trading in Coffee Day, CG Power (BL)
India orders antitrust probe against Amazon, Flipkart (Reuters)
Axis Bank: Hollowing out the role of the CFO (Hemindra Hazari)
Can Lodha tower over debt? (Forbes)
Four major risks facing microfinance in India (BT)
OyoMFG (Scott Galloway)
Memo: You Bet (Howard Marks)
Berkshire Hathway’s Circle of Trust (Rational Walk)
Fast (Patrick Collison)
Some stuff I am reading today morning :
Algos are changing India’s markets ( Deepak Shenoy )
REITs, InvITs catches Investors fancy ( BS)
Discoms’ dues rises to 81,000 Cr ( FE)
Should I exit Equities? ( 80 20 Investor)
Sector Watch : Road Stocks ( OB)
The Startup cashing on India’s 1 Trillion $ gold stash ( Bloomberg )
The psychology of passive ( Greenwood Investors)
Top 10 Trends for 2020 ( Ruchir Sharma)
Majority of Bitcoin trading is a hoax ( CNBC)
The End of the Beginning ( Stratechey)
Some off beat reads for the weekend:
The Muslim Rage (Open)
Why JNU is a target for the Govt (Nilanjan Mukhopadhyay)
Shut down JNU (Media Crooks)
Trump has made us all stupid (NY Times)
How the US knew Iranian missiles were coming (Wired)
How Israel views Trump’s strike against Iran (New Yorker)
A Scandal in Oxford (Guardian)
How the US created El Salvador’s bloody gang wars (Guardian)
Royal Hypocrites (Atlantic)
The incredibly happy life of Larry David (GQ)
The Ramayana: A Tibetan retelling (LHI)
The oldest person in the world turns 117 (Smithsonian)
From Hawker to Hacker (The Youth)
The unmaking of India’s fountain pens (Bibek Debroy)
Obituary: Akbar Padamsee (Mint)
Some stuff I am reading today morning :
PM Modi takes charge of budget ( Narendra Modi )
PayTM faces it’s moment of Truth ( Mint )
HCL Tech’s Trump Card ( OB )
Stock Analysis : India Nippon Electricals Ltd ( Dr Vijay Malik )
The reckoning is coming for Tesla ( Jawad Mian)
Nobel laureates bat for wealth tax in India ( CNBC )
Fintech will help unlock Bharat ( Forbes)
Why India’s restaurants struggle with profitability ( Qz)
Secondary lessons from The Intelligent Investor ( Novel Investor )
Patient Capital : How long is the long run ? ( Seth Godin )