Category: Links

Some stuff I am reading today morning:

Full text of Mukesh Ambani’s speech at Reliance AGM (BT)

Argentine stocks and currency crash (CNBC)

Hedge Funds “All-In” on Gold (Zero Hedge)

Consumers thinking twice before buying a Rs. 5 pack (Varun Berry)

Defaults abound in logistics sector (Mint)

Tata Steel’s UK losses continue to mount (ET)

Catholic Syrian Bank files papers for IPO (BL)

Company Profile : DCM Shriram (OB)

The money value of time (Financial Bodyguard)

Something is always happening (Waiters Pad)

Some stuff I am reading today morning:

Interview with Narendra Modi (ET)

Reliance AGM today (MC)

How Reliance is bracing for a EV future (BS)

Stock Talk: Max Financial (OB)

La Opala: Perils of High P/E Investing (Rudra Chowdhury)

Understanding Rera (Jago Investor)

How I spotted a fraud before it was too late (Gary Mishuris)

The negative art of investing (Howard Marks)

The nuances in Equity Investing (Vitaliy Katenselson)

Diffferent ways to be rich in 2019 (Common Sense)

Some stuff I am reading today morning:

$15 Trillion of Bonds have negative yields (Economist)

Indiabulls promoter to cede control after LVB merger (ET)

DHFL says it may default (FE)

2019 a year of discontent for India Inc (Rediff)

Auto dealers in bad shape (Mint)

Company Profile: Ashok Leyland (Forbes)

The 7 deadly sins of investing (Barry)

The investing wisdom of Bill Nygren (Morningstar)

Gold in the portfolio (AM)

Streaks (Seth Godin)

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Deepak Nitrite (Rikeen Dalal)

Repo rate at 9 year low (BS)

Affle India to list today (MC)

Mahindra SOS to Govt (Mint)

New IBC amendments come under SC scanner (ET)

Indigo fight worsens (FE)

Gold surges over $ 1500 (CNBC)

On the Asset Management Business (Subramoney)

An idiot could diversify a portfolio (Charlie Munger)

Reserves (A VC)