Category: Links

Some stuff I am reading today morning:

Rajiv Bajaj on e-Scooters (ET Auto)

How the Thapar Group went bust (ET)

MFs up the ante on private banks (BS)

Income Tax considerations for joint owners of properties (MC)

On ITR scrutiny notices (Mint)

Ratan Tata, the accidental startup investor (Rediff)

Should you invest in gold this Dhanteras? (Jimmy Patel)

Why new technology is a hard sell (Morgan Housel)

Why you should never hire a well dressed trader (Taleb)

Investors need to ask What, not Why (Tony Isola)

Some stuff I am reading today morning:

Cabinet to consider splitting GAIL (ET)

IMF cuts India’s FY20 GDP growth forecast (BT)

Subhash Chandra scrambles to retain Zee (Mint)

Not a single 2000 Rs note printed in FY20 (MC)

True North’s home advantage (Forbes)

IPO Lessons for public market investors (Aswath Damodaran)

Bill Nygren Market Commentary Q319 (Oakmark Capital)

Learning from Chris Bloomstran (Masters Invest)

Graham & Doddsville Latest Issue (Columbia Business School)

UK’s best known fund manager shuts down shop (CNBC)

Some stuff I am reading today morning:

Is IRCTC different from other PSUs? (ET)

Abhijit Banerjee’s prescription for Indian Economy (Scroll)

Banks can now lend to InvITs (FE)

SIPs start showing signs of weakness (BS)

Stock Analysis: IEX India (Candor Investing)

On the fate of BSNL/MTNL (Kush Katakia)

Masayoshi Son: Conviction or Compulsion? (Succinct by Vikas)

Don’t fight the fiscal (Macro Tourist)

The price of certainty (Microcap Club)

Calculating free cash flows- 5 Examples (Focussed Compounding)

Some stuff I am reading today morning:

IRCTC to list today (MC)

Retail Investors give RIL a surprise in Alok Industries (ET)

Private power producers Vs NTPC (FE)

Triple whammy of India’s real estate crisis (BS)

Deleveraging at Essar (BT)

Startup: Big Basket (Mint)

Spinning gold out of garbage (Rediff)

On Non-Ergodicity (Prof Bakshi)

Dead weight in debt fund portfolios (MF Critic)

How Fogg stays ahead in deos (BS)