Some stuff I am reading today morning:
Swiggy, a House of Cards (Tumblr)
Interview with Saurabh Mukherjea (ET)
Good,Bad and Ugly of GST (Bloomberg)
Bitcoin used to launder $4 Billion (Mint)
Stock Talk: Lasa Supergenerics (Alpha Invesco)
20 Ways to save money in India (Groww)
The Questions that Matter (Medium)
Latest Memo from Howard Marks (Oaktree Capital)
Investing is hard because nothing is black and white (Morgan)
A market history lesson from Peter Bernstein (CS)
Some stuff I am reading today morning:
PWC ex-CFO accuses firm of cooking books ! (ET)
RBI stops printing Rs.2,000 notes (Mint)
National Fertilizers’ Offer for Sale today (BL)
How to profit from the EV boom (Katusa)
The worst landlord horror story (Financial Samurai)
Fine Art’s worth more than its weight in gold (DR)
To make money you need luck and skill (Subramoney)
Should children pay for their parent’s retirement? (Vijay)
Why diets do not make good investments (Collaborative Fund)
Distressed Builder D S Kulkarni defends himself (You Tube)
Some stuff I am reading today morning:
After Modi’s threat, many CAs are running for cover (ET)
Drama in Alembic Board Room (BS)
Alembic: Will a set of small shareholders be able to assert themselves? (IIAS)
What’s driving the confidence in Indian markets? (Quint)
Real Estate-A Contrarian Bet (Amit Jeswani)
How do you protect yourself in an overvalued market? (Amit)
How to turn NASDAQ’s 90 P/E into 22 P/E (Zero Hedge)
Betting on things that never change (Morgan Housel)
When something is obvious (Irrelevant Investor)
Baupost connects the dots, sees CRASH (Value Walk)
Some stuff I am reading today morning:
How N Chandra plans to fix the Tata Group (Fortune)
‘Ambani Hedge’ is the new trade in town (BL)
Reliance Industries’ triple play (Andy)
An early sign GST is working (WSJ)
How Zomato survived the foodtech carnage (ET)
India’s Bulls aren’t tiring yet (Bloomberg)
What is wrong with ICICI Pru Value Discovery Fund? (FreeFinCal)
Promoter Buying as a Poker Hand (Mystic Wealth)
Buffett’s & Munger’s top tips for Class of 2017 (Vintage Value)
I bought my first Bitcoin (Josh)
Some off beat reads for the weekend:
What is the matter with Narayana Murthy? (Charles Assisi)
The Battle for Mosul (NYTimes)
Modi’s road to 2019 (Open)
Pranab Mukherjee ought to be condemned (Kuldip Nayar)
The Indira Gandhi trickery (Media Crooks)
A French Comic Book talks about dangers of Hindutva (Scroll)
The rise and fall of F. Lee Bailey (Town & Country)
Sufis in California (The Fader)
How can we stop algorithms telling lies? (Guardian)
Now Airbnb is wrecking mountain towns too (Long Reads)
Gossip: Pranab Mukherjee may lead Congress (Gossip Guru)
Trekking: Chadar 2017 (Team BHP)
Mumbai has a 66 Million Year Old Secret (BI)
Photo Essays: Love in Bombay (IQ)
India-Pakistan Diary (Kiran More)