Category: Links

Some stuff I am reading today morning:

On RNAM, SBI Life OFS (ET)

Beware of the bear market rally (Prashanth)

Slowdown stories from India’s heartland (Mint)

Stock Talk: Jubilant Foods (ET)

Shareholders defeat all four of McLeod’s special resolutions (BS)

Covered calls as an income generation strategy (Ventura)

How different generations think about investing (Barry)

Is the US nearing a recession? (Fortune)

How Microsoft has avoided the Big Tech backlash (NY Times)

The Financial Turing Test (Nick Maggiulli)

Some stuff I am reading today morning:

Yes Bank to sell stake to a tech firm (ET)

Paytm for Dummies (Manoj Nagpal)

PE/VC Investments in India at all time high (FE)

MCX’s Reddy responds to whistle blower letter (BL)

What Bolton’s exit means for the oil market (CNBC)

Why it is always possible to beat the market (Joel Greenblatt)

The unraveling of the WeWork IPO (Aswath Damodaran)

On Sector Momentum (New Found Research)

Letter to a friend who may start a new fund (Graham Duncan)

The laws of Investing (Morgan Housel)

Some stuff I am reading today morning:

The 70,000 Cr ticking time bomb (ET)

The Mutual Fund Business is booming (BS)

Paytm’s losses exceeds revenues (Mint)

IndiGo pips Air India on international routes (Rediff)

On Dividend Stocks (OB)

Pharma cos cheer good monsoon (MC)

Why positive cashflow matters (A VC)

You better love this (Morgan Housel)

Do Ben Graham’s Net-Nets still work? (Alpha Architect)

3 Secrets to Value Investing (Seth Klarman)

Some stuff I am reading today morning:

FPIs keep selling (BS)

WestBridge invests in Vini cosmetics (ET)

Healthy gains for Indian pharma cos (Mint)

Notes from Hatsun Agro AGM (Anand Mohan)

Whatever happened to Six Sigma? (Oliver Staley)

Fake branded gold bars roiling gold market (Reuters)

Let’s watch Softbank’s Venture Capital plunge (Capitalist Exploits)

The hedge fund that wasn’t (Institutional Investor)

Life Lessons from Keshub Mahindra (Wharton)

What I learnt from losing $ 200 Million (Bob Henderson)