Categories
Links

Weekend Mega Linkfest: 18 October, 2019

Some off beat reads for the long weekend:

The brutal history of Kalapani (Guardian)

How Savarkar and RSS won (HT)

On Abhijit Banerjee (Bibek Debroy)

Ayodhya Advocate: K Parasaran (Swarajya)

How the Communists killed industry in West Bengal (Rediff)

Updates from Kashmir (Abhijit Iyer Mitra)

Walkover for Devendra Fadnavis (Hemant Desai)

When GoFundMe gets ugly (Atlantic)

On Yasukuni (Al Jazeera)

Bike Ride: Coastal Gujarat (Dr. Vijay Malik)

Travelogue: Iceland (Team BHP)

Gold cannons & a poison plot (Mint)

Video: Pune & the Maratha Empire (Uday Kulkarni)

Enjoy within limits (J Mathrubootham)

Why you don’t see your friends anymore (Atlantic)

Categories
Links

Linkfest: 18 October, 2019

Some stuff I am reading today morning:

EU & UK reach deal on Brexit (BBC)

Realty market sentimernts sink to demonetization levels (ET)

Health of MSMEs worsens (BS)

India’s tightrope act with foreign investors (Mint)

SEBI may hike PMS investment limit to 50L (MC)

India: Wealth Creation Story (Kuntal Shah)

The smelting of Indian stocks (Calm Investor)

Latest Memo from Howard Marks (Oaktree Capital)

Forget Value Vs Growth (Michael Mauboussin)

An Eulogy for the 60-40 portfolio (Common Sense)

Categories
Links

Linkfest: 17 October, 2019

Some stuff I am reading today morning:

Rajiv Bajaj on e-Scooters (ET Auto)

How the Thapar Group went bust (ET)

MFs up the ante on private banks (BS)

Income Tax considerations for joint owners of properties (MC)

On ITR scrutiny notices (Mint)

Ratan Tata, the accidental startup investor (Rediff)

Should you invest in gold this Dhanteras? (Jimmy Patel)

Why new technology is a hard sell (Morgan Housel)

Why you should never hire a well dressed trader (Taleb)

Investors need to ask What, not Why (Tony Isola)

Categories
Links

Linkfest: 16 October, 2019

Some stuff I am reading today morning:

Cabinet to consider splitting GAIL (ET)

IMF cuts India’s FY20 GDP growth forecast (BT)

Subhash Chandra scrambles to retain Zee (Mint)

Not a single 2000 Rs note printed in FY20 (MC)

True North’s home advantage (Forbes)

IPO Lessons for public market investors (Aswath Damodaran)

Bill Nygren Market Commentary Q319 (Oakmark Capital)

Learning from Chris Bloomstran (Masters Invest)

Graham & Doddsville Latest Issue (Columbia Business School)

UK’s best known fund manager shuts down shop (CNBC)

Categories
Links

Linkfest: 15 October, 2019

Some stuff I am reading today morning:

Is IRCTC different from other PSUs? (ET)

Abhijit Banerjee’s prescription for Indian Economy (Scroll)

Banks can now lend to InvITs (FE)

SIPs start showing signs of weakness (BS)

Stock Analysis: IEX India (Candor Investing)

On the fate of BSNL/MTNL (Kush Katakia)

Masayoshi Son: Conviction or Compulsion? (Succinct by Vikas)

Don’t fight the fiscal (Macro Tourist)

The price of certainty (Microcap Club)

Calculating free cash flows- 5 Examples (Focussed Compounding)