Some stuff I am reading today morning:
Reliance Vs Govt of India (FE)
Amazon’s sharp business practices (ET)
Indigo may have to replace more engines (BS)
Unfolding tragedy of loan against shares (Mint)
The REIT stuff? (Humble Dollar)
Who makes your clothes? (Forbes)
Interview with Marc Andreessen (NYMag)
Here’s how Amazon can get away with never earning a profit (BI)
The great recession broke the American Economy (Buzz Feed)
The Mutual Fund that has not sold stocks since 1935 (Kush Katakia)
Some off beat reads for the weekend :
Rahul Kanwal interviews Amit Shah (You Tube)
Lage Raho Kejriwal (Print)
Pakistani Hindu refugees Vs Medha Patkar (Op India)
Bollywood, please spare us your stupidity (Tushar Gupta)
South Korea’s Millionaire Celebrity School teachers (Guardian)
Japan’s Pizza Toast (Eater)
The dark world of online murder markets (Harpers)
China Vs India at the Andaman Sea (SCMP)
Kandahar 1999: Story of a Hijacking (Open)
The fall of Dhaka from Bihari eyes (Dawn)
Why it is the right time to reclaim Gilgit-Baltistan (Claude Arpi)
A Muslim Royal’s Christian Faith (Manu Pillai)
Damascus Steel’s Indian Origins (LHI)
On losing weight (J Mathrubootham)
Your monthly car expenditure? (Team BHP)
Some stuff I am reading today morning:
RBI plans ‘Operation Twist’ (Mint)
UTI AMC files papers with SEBI (MC)
Interview with Teresa Barger, Cartica Capital (ET)
Brookfield plans $1 Billion REIT listing in India (BS)
Sintex Industries headed for bankruptcy ( BS )
High Capex Midcap Stocks ( Vishal Kothari)
Parental approach to investment risk ( Anand Sridharan)
Markets aren’t 100% efficient? Whatever (Evidence Investor)
The Disappearing Edge ( Michael Batnick )
Growth Stories ( Bonafide Wealth )
Some stuff I am reading today morning :
Cyrus Mistry wins big at NCLAT (ET)
Full Text of Mistry Vs Tata Sons NCLAT Order (BS)
President Trump impeached by US House (CNBC)
Consensus at GST Council collapses (Mint)
Life Insurers bat for 100% FDI (Rediff)
Presentations: Common Mistakes & Uncommon Losses (Niteen S Dharmawat)
Stock Analysis: Escorts Ltd (Vijay Malik)
Lectures by Ben Graham : Sept 1946-Feb 1947 (Columbia)
Video: Interview with Stanley Druckenmiller (Bloomberg)
5 Rules to follow when lending money to family & friends (Tinesh Bhasin)
Some stuff I am reading today morning:
IMF may significantly downgrade India in Jan ( Gita Gopinath)
Only the fittest lenders will survive ( Uday Kotak)
JSPL hopes to become debt free in 4 years ( Naveen Jindal)
Sector Focus : Micro Finance ( SIDBI)
SBI ETF Nifty 50 Vs UTI Nifty Index Fund ( FreeFincal)
Buffett on Diversification in his 1966 Letter ( Deepak Venkatesh)
Letter to a young investor (Contrarian Edge)
We are short NMC Health Plc ( Muddy Waters)
How Mike Bloomberg made his Billions ( Vox )
The Global Economy’s luck may have run out ( Mohamed El Erian)