Some stuff I am reading today morning:
DHFL defaults (MC)
Why Indigo promoters are fighting (ET)
L&T set to control Mindtree (BS)
Flipkart IPO in 2022 (Mint)
The boom in Cloud Kitchens (Money Life)
Mutual Funds Vs Real Estate in India (Stable Investor)
Micro Cap investing is like Quasi Private Equity Investing (AM)
The tyranny of small debts, compounded (Seth Godin)
KKR: Buy and Build Up (Forbes)
100 year Austria Bond yields just 1 % (Bloomberg)
Some stuff I am reading today morning:
SEBI to tighten norms for pledged shares (Mint)
Rana Kapoor’s family wants to sell NBFC (BS)
BSNL: Nearly impossible to run operations (TOI)
An Indian Zara (ET)
Indigo Paints plans IPO (BL)
Startup: Bounce (OB)
Should we be forecasting at all? (Dr. Narayan)
AIF or PMS or MF? (Subramoney)
Don’t talk about wealth (Muthu)
The greatest asset bubble of all time (Nick Maggiulli)
Some stuff I am reading today morning:
RBI Deputy Governor Viral Acharya quits (ET)
Missing Monsoon- Rainfall Deficit is 38% (Hindu)
Tata Power plans an InvIT (ET)
Two wheeler manufacturers under pressure (BS)
Yes Bank? Say Yes or No (Stallion Asset)
Who took my money? Builder or Wealth Adviser (Mint)
Four Wealth Manager traps (BW)
Value Investing may be dead (CNBC)
The VC bubble is putting established companies at risk (Contrarian Edge)
Unbreakable (Ian Cassel)
Some off beat reads for the weekend:
What really happened to Malaysia’s missing airplane (Atlantic)
Iran shot down a $ 220 Million Drone (Wired)
The full UN Report on the killing of Jamal Khashoggi (ME Eye)
Horror at Cognizant’s Facebook Site (Verge)
The silence of Black Slavery in the Arab World (Times of Israel)
Black People’s Land was stolen (NYTimes)
The early life of Kim Jong Un (New Yorker)
The History of providing drinking water to Chennai (Swarajya)
The Maharajah and the Well (BBC)
A solo back packer’s guide to Turkey (Team BHP)
Little known stories about the legendary Amrish Puri (BI)
On the Cricket World Cup (J Mathrubootham)
The world’s oldest vegetarian restaurant (BBC Travel)
Stay in the Game (Albert Bridge)
Dear Diary (Nisha Susan)
Some stuff I am reading today morning:
Chennai is almost out of water (CNN)
S&P 500 hits record high (Mint)
RBI MPC Minutes (BS)
GST Council Meet today (FE)
Jet Airways and sensible banking (Sucheta Dalal)
Moody’s downgrades Tata Motors (MC)
Company Talk: Raymond (OB)
Oil at $ 100? (CNBC)
What can investors learn from Buffett’s investments in airlines (AM)
A cop worth $ 400 Million due to real estate bets (Bloomberg)