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 off beat reads for the long weekend:
Will the milk come to a boil in J&K? (Rahul Pandita)
India annexes Kashmir (Mohammed Hanif)
Kashmir Regained (M J Akbar)
‘Akhand Bharat’ posters in Pakistan (DailyO)
The failure to liberate Palestine (Guardian)
A Rohingya speaks (SCMP)
The life of a Kung Fu Nun in Ladakh (Arre)
The good doctor of Travancore (Manu Pillai)
India’s city where people come to die (BBC)
Walking the path of Buddha in India (New Yorker)
The Jewish community in India (Times of Israel)
How Mosquitoes shaped human history (Smithsonian)
Rabindranath Tagore, the Artist (LHI)
Profile: Potti Sriramulu (Better India)
Obituary: Sushma Swaraj (Madras Courier)
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)
Some stuff I am reading today morning:
Alpha Ideas 20-20 Presentation: Tata Steel (Sanjeev Pandiya)
All eyes on RBI today (Mint)
Interview with Raamdeo Agrawal (ET)
Turbulence at Indigo (FE)
Jewellers return to unorganised sector (BS)
1 Crore reward for informers of insider trading (Rediff)
Stock Analysis: Cyient Ltd (Dr Vijay Malik)
Why investing is much like reporting (Warren Buffett)
Profiting from random strategies (Climateer Investing)
What kind of imbecile is buying/selling on sell side recommendations? (TRB)