Some stuff I am reading today morning:
How PayTM killed its eCommerce dream (ET)
How Satya Nadella remade Microsoft (Bloomberg)
JSW enters paints business (Mint)
Stock Pick: Aavas Financiers (Gautam Trivedi)
Interview with Ujjivan Founder Samit Ghosh (Fortune)
DLF: Plotting a revival (BT)
LLoyds of London is facing a perfect storm (GCaptain)
Buffett on buying a basket of stocks in a sector (AM)
The quest to find companies with moats (Economist)
4 Overlooked Investment Decisions (Common Sense)
Some stuff I am reading today morning:
April GST collections at new high (BS)
IL&FS seeks punitive action against Deloitte, BSR (ET)
‘Super App’ to place Reliance Jio in pole position (Mint)
Car sales skid (Rediff)
JSW’s power play (Fortune)
Analysis of Fairfax India’s holdings (Krishnaraj Venkataraman)
Stock Pick: Maruti (Gautam Duggad)
Godrej Vatni- India’s Swadesi Soap (Print)
Mobileground India: The Chinese Invasion (Forbes)
Followership (A VC)
Some stuff I am reading today morning:
Yes Bank stock may face pressure (ET)
Five Core Promoters are absconding (Money Life)
Analjit Singh offers exit to Max shareholders (Mint)
Stock Pick: Grauer & Weil (ArunaGiri N)
Stock Talk: HDFC Life (MC)
Stock Talk : NELCO Ltd (EEE)
See you in the machine (Macro Tourist)
How many stocks should you own in your portfolio? (Intrinsic Investing)
Using emotions to your advantage (Microcap Club)
Bill Ackman thanks Buffett for his fund’s turnaround (Yahoo)
Here are the most clicked items on Alpha Ideas this week:
Big B in D P (AI)
Kenneth Andrade’s Waste Investment (AI)
Fund Manager in Gutter (AI)
Super Expensive Valuations (AI)
RBL Bank: Wealth Creation History (AI)
Reliance 3.0 (ET)
Google Trends predict Modi sweep (DC)
Manish Chokhani on Banks (AI)
How to avoid risky companies (Nooresh)
Moat Busters (Chetan Parikh)
Some off beat reads for the long weekend (for Mumbaikars) :
The sudden revival of Raj Thackeray (Mint)
The call for Mahinda Rajapaksa (LA Times)
SUCI : Lal Salaam (Open)
The Airbnb invasion of Barcelona (New Yorker)
How I fell in love with ancient Egypt (Guardian)
A War Lord rises in Libya (Atlantic)
Mahabaleshwar – More than strawberries (LHI)
Marriages not made in heaven (Manu Pillai)
The Jackfruit Revolution (BI)
If Suppandi were to be the PM of India (Madras Courier)
A Maratha Game of Thrones (Manu Pillai)
Karachi in Photos (QZ)
Spoof: Tesla self-driving car absconds with $ 702 Million (Onion)
Travelogue : Eastern Europe (Team BHP)
Movie Review: Avengers Endgame (Omaha World)