Category: Links

Some stuff I am reading today morning:

India entering ‘stagflationary phase’ (ET)

Ujjivan Small Finance Bank makes bumper debut (Mint)

Infosys faces class action lawsuit in the US (BS)

On the Indian Asset Management Industry (Old School Finance)

Interview with Ayush Mittal (Aditya Kondawar)

Dubai’s housing market headed for disaster (CNBC)

The Wall Street Bankers who burst Aramco’s bubble (BQ)

Improving the performance of Deep Value Strategies (Larry Swedroe)

Open Letter to HP Inc. Shareholders (Carl Icahn)

It’s madness to set return targets (Seth Klarman)

Some stuff I am reading today morning:

S&P could lower sovereign rating (FE)

What awaits cash starved Yes Bank? (ET)

Nippon Express takes stake in Future Supply (BS)

Inox Leisure stocks looking at the bigger picture (Mint)

No Fed rate hikes in 2020 (CNBC)

Swiggy’s cloud kitchen’s bet pays off (Forbes)

Lessons from T Rowe Price (Rational Walk)

The weakness of various value metrics (Validea)

The Butter Thesis (Nick Grossman)

Ben Graham’s overarching investing lesson (Michael Mauboussin)

Some stuff I am reading today morning:

No turnaround at SBI (FE)

Stakes get higher at OYO (Mint)

6 Questions for Motilal Oswal (Morningstar)

BSE Mutual Fund Platform getting dominant (BL)

How Amazon has thrived in the Indian markets (Forbes)

Markets- Maddening yet marvellous (Anand Sridharan)

How K Ganesh & Meena Ganesh invest their money (OB)

Commodity Performance in the last decade (RCM Alternatives)

Why is Warren Buffett sitting on $ 128 Billion in Cash? (Value Walk)

Only the hits (Seth Godin)

Some stuff I am reading today morning:

All eyes on Yes Bank Board Meeting today (ET)

Investors lay seige to SEBI office (BL)

GST collection falls short by 40% (BS)

Equity Fund inflows plummet by 85% (MC)

Interview with Udayan Mukherjee (CNBC)

PSU Stocks- To buy or not to buy (Bala)

On Muthoot Capital (Jeevan Jyoti Rath)

Will global markets crash in 2020? (Anantha Nageswaran)

Confessions of a FOMO investor (Chaitanya Dalmia)

Behind Netflix India’s audacious plans (Forbes)

Some stuff I am reading today morning:

Bharti seeks 4,900 Cr FDI nod (BS)

Why India’s Diesel Demand is contracting (Reuters)

IT raids on stock brokers reveals 5,500 Cr scam (BL)

Stock Talk: M&M Financials (ET)

Retiree mistakes that I see (Subramoney)

China’s 500 Million Gamers (Asia Nikkei)

On Quantamental Investing (Two Centuries)

Things Indian Fund Managers say and what they mean (Naked Beta)

Things Foreign Fund managers say and what they mean (Behavioral Investment)

How to make a fortune drinking, gambling & napping (Bloomberg)