Some stuff I am reading today morning:
Real Estate Debt could be the next flash point (BS)
How rating agencies have let us down repeatedly (ET)
Stock Pick: Majesco (Mehul Bhatt)
Market Outlook- May 2019 (Navneet Munot)
Turnaround in Telecom Sector (BT)
On the Rooh Afza shortage (BT)
When you find great stocks, keep them a secret (Schloss)
How to avoid the traps of Lifestyle Creep (White Coat Investor)
More Sellers than Buyers (A VC)
Selling insurance to your sister (Seth Godin)
Some stuff I am reading today morning:
Stocks are in a bear market ( Jeff Gundlach)
TCS set to become world’s 3rd largest IT services co (Mint)
Amrapali probe findings turn bizarre (ET)
Arcelor’s Essar Steel bid in trouble (Rediff)
16 companies with rising operating profits (BS)
Stock Pick: Star Cement (Jigar Shah)
The rise and rise of IPL League (Forbes)
Charlie Munger’s 7 Iron Laws (George Mack)
Investors should focus on Margins (AM)
YouTube TV (A VC)
Some stuff I am reading today morning:
HDFC Bank to mull 2-1 stock split (MC)
Layoffs at Cognizant (ET)
Vikram Bakshi settles with McDonalds (BS)
On FMCG growth slowdown (Mint)
Did Britannia flout listing norms? (Rediff)
The Fed & its impact on India (Saurabh Mukherjea)
Stock Pick: Greenply Industries (Ekansh Mittal)
Stock Talk: RVNL (Big Investor)
Pilgrimage to Omaha (Rajeev Thakkar)
3 ways to be a supremely confident investor (Peter Cundill)
Some stuff I am reading today morning:
US-China tariff war intensifies (CNBC)
Mutual Fund AMCs in trouble (BL)
NSE is likely to cap Nifty’s sector weights (Rediff)
Anil Ambani Vs Rahul Gandhi (BS)
Govt sees little hope for Jet Airways revival (Mint)
Trader Profile: Kirubakaran Rajendran (MC)
Stock Pick: Reliance Industries (Harendra Kumar)
BYD- The world’s biggest electric car company (Bloomberg)
Skew offers great opportunity (Macro Tourist)
Winning your race (Microcap Club)
Some off beat reads for the weekend:
The Womb Whisperers (Mint)
Dry Days & Elections (Quartz)
Election Season in Bengal (M J Akbar)
How Thailand’s Rama X will be crowned (ATimes)
No US visas for Pakistan (Dawn)
This is what I have to say (True Indology)
Exploring Khasi Hills, Meghalaya (Team BHP)
The Battle of Winterfell (Wired)
Nugrybauti (Joel Mowdy)
The Legend of the Lungi (Karthik Venkatesh)
Best place in Chennai (J Mathrubootham)
The grocer who became a saint (Manu Pillai)
General Shahnawaz: Hero of the INA (LHI)
Why Travel Matters (Barack Obama)
Manna Dey Diary (Outlook)