Some stuff I am reading today morning:
Lok Sabha Election Dates announced (FE)
Pre-Poll election rally likely (ET)
How the Roads Sector will look like after Elections 2019 (Mint)
Trader Profile: Vivek Gadodia (MC)
Promoter Profile: Vinati Saraf Mutreja (Forbes)
Stock Analysis: HEG Ltd (Dr Vijay Malik)
United Spirits does a Marie Kondo (Big Investor)
Why health insurance is a scam in India (Vijay Pahwa)
Research: Sector Business Cycle Analysis (Alpha Architect)
The key to Good Luck (Get Pocket)
Some stuff I am reading today morning:
Job crisis in India (ET)
Strange happenings at Odisha Cement Ltd (Deepak Shenoy)
DHFL surges after clean chit by independent auditors (BS)
PIL seeks scrapping of Tata Steel’s iron ore mining rights in Odisha (Mint)
Delhivery joins Unicorn Club (Fortune)
Why does RBL Bank look attractive to investors? (Ventura)
Asset allocation is the problem, not alpha (Subramoney)
Just say No to acquisitions (Aswath Damodaran)
The Wrong Focus (Pension Partners)
The ‘Money Person’ in a relationship (NY Times)
Some stuff I am reading today morning:
Mid, small caps see big surge (BS)
FOMO playing out in small and mid-cap stocks (ET)
L&T Infotech close to acquiring Mindtree stake (FE)
Company Talk : Crompton Greaves Consumer (MC)
Threat of electric vehicles looms for Indraprastha Gas (Mint)
Value Investing: Quality & Regret (Subramoney)
Can Ola Electric Mobility make it big? (Fortune)
Interview with Joel Greenblatt (AM)
No laws, only tendencies (Of $ and Data)
How Bitcoin saved my family (Carlos Hernandez)
Some stuff I am reading today morning:
Trump comes after India (BS)
Tata Sons restructures Group into 10 verticals (MC)
Tata Motors mulls selling stake in JLR (ET)
25 of Jet’s planes are grounded now (FE)
IL&FS forensic audit reveals several irregularities (BL)
Improving Investing Acumen (Abhishek Basumallick)
Not Caring (Morgan Housel)
An investment approach that works (Farnam Street)
Numbers are not reality (Irrelevant Investor)
Is Warren Buffett just mailing it in? (Institutional Investor)
Some off beat reads for the weekend:
Balakot and the backstory of Jihad (M J Akbar)
Pakistani deep state miscalculates on India (ATimes)
An opening in Abu Dhabi (IE)
Israel’s role in India’s conflict with Pakistan (Independent)
How the US has hidden it’s Empire (Guardian)
The coming indictment of Netanyahu (New Yorker)
The teachers of Bruce Lee (SCMP)
Tamil Nadu’s Accidental PM (Outlook)
The brave women of Bhuj (Better India)
Indian Air Force: The Beginnings (LHI)
Homosexuality in Medieval India (Madras Courier)
Mahagathbandhan making good progress (Gossip Guru)
Travelogue: Uzbekistan (Nat Geo)
Travelogue: 9 Days in Sri Lanka (Team BHP)
On judging a talent show (J Mathrubootham)