Some stuff I am reading today morning:
Telcos up rates by 40-50% (ET)
Karvy crisis deepens (Mint)
India’s fertilizer drain: Urea of darkness (FE)
GST Collections in Nov cross 1 Lakh Cr (BS)
The great Indian counterfeit market (Outlook)
The fake Indian trading geniuses on Twitter (Passive Fool)
The delusion of Alpha (Index Heads)
Presentation: Learnings from my investment career (S Naren)
Trader Profile : Vishal Mehta (MC)
Video: Global Macro in an uncertain world (Dr. Amlan Roy)
Some off beat reads for the weekend:
The untold tale of armed Sukhois on 26/11 (Shiv Aroor)
On Anti-Semitism and Hate (Sacha Baron Cohen)
Can BJP do a Yediyurappa in Maharashtra? (Reuben Banerjee)
Pakistan Student Leader: Arooj Aurangzeb (Naila Inayat)
Fathima Latheef: Death on the Campus (Open)
The serial pet killer of Hong Kong (SCMP)
What it means to be French and Chinese (Guardian)
How America’s elites lost their grip (Anand Giridharadas)
Adam Sandler’s Ever Lasting Shtick (NY Times)
Drive: Meghalaya (Team BHP)
Tribute: Korea War Hero Lt. Col. Rangaraj (Op India)
Profile: Natural Icecreams’ Founder Raghunandan Kamath (Mint)
The Gara Saris of Parsis (LHI)
The Great Indian Education Con (Manu Joseph)
Why 536 was the worst year to be alive (Science Mag)
Some stuff I am reading today morning:
Reliance becomes first Indian co to hit 10 Lakh Crore market cap (Rediff)
Indian financial sector stuck in real estate quicksand (Asia Nikkei)
Sector Focus: Telecom (BS)
Startup Focus: Udaan (Forbes)
Inteview with Hiren Ved (Morningstar)
Presentation: Mega Trends & Leadership (Utpal Sheth)
There’s always a bear market somewhere (Fortune)
2 Investing Lessons I have yet to learn well (Mohnish Pabrai)
Secret Diary of Ravi Venkatesan (OB)
Cash Management in Startups (A VC)
Some stuff I am reading today morning :
Modi’s labour reform push ( ET )
RBI sounds warning on Mudra loans ( Mint )
Steel sector may face disruption ( BS )
Bearings collusion by SKF, Schaeffler, Tata Steel units ( Reuters )
Stock Talk : PSP Projects ( Value Hunter )
Reliance Naval : 1,000% jump in 11 weeks ( BT )
Prashant Jain’s ESOPs now worth 343 Cr ( MC)
True wealth is far more than just financial success ( Kaushal Majumdar )
Buffett’s blunder : Not investing in Microsoft ( AM )
No more Gurus ( Morgan Housel )
Some stuff I am reading today morning :
How Rana Kapoor made 20 Billion to loans of 60 Billion to Indiabulls Group ( OB )
Axis Bank, Stan Chart CEOs face NCLT heat ( ET )
Last nail in the capex coffin ( Mint )
Sector Watch : Real Estate stocks ( BS )
The great cost compression in financial services ( Naked Beta )
Does Value Investing work in India? ( Aarati Krishnan )
Bull Headed ( Humble Dollar )
Secret Diary of Y V Reddy (OB)
Making sense of the New Capitalists ( Haresh Chawla)
How Crypto Queen Ruja Ignatova scammed the world ( BBC )