Some stuff I am reading today morning:
IRCTC over subscribed by 111 times (MC)
Interview with Rakesh Jhunjhunwala (ET)
RBI’s bias for policy action (Mint)
Spicejet set to become second largest domestic carrier (FE)
India’s real estate crisis intensifies (BS)
Stake sales in MF, Insurance arms hits a wall (Rediff)
Company Profile: SMPP (OB)
Why VCs don’t fund moonshots (Venture Beat)
How Blackstone got started (Institutional Investor)
If you want to change minds (Seth Godin)
Some stuff I am reading today morning:
The bursting of the Silicon Valley bubble (Jawad Mian)
US markets crash (CNBC)
Lenders sell out Rana Kapoor’s stake in Yes Bank (FE)
EESL planning an IPO (Mint)
Steel Industry frets due to RCEP (BL)
Consistent Compounders benefit the most from tax cuts (Marcellus)
Deepak Parekh on India’s $93 Billion gold mine (Rediff)
Company Profile: Mad Over Donuts (Forbes)
5 Changes that will impact your personal finances from 01 Oct (ET)
Markets are inefficient because of human nature (Seth Klarman)
Some stuff I am reading today morning:
Govt plans rejig in personal tax slabs (HT)
Govt lines up strategic disinvestment plans (ET)
Second wave of NPAs (BS)
4,000 Cr tax evasion via LTCG route (MC)
Confession of PMC Bank MD (CNBC)
Airtel to exit Bharti Infratel (Mint)
How Thomas Cook collapsed (Skift)
Our traditions and wealth concepts (Subramoney)
Animal Spirits in the market (Dr C K Narayan)
Moats in the software business (Software Engineering)
Some stuff I am reading today morning:
Biocon’s 10 Cent Insulin offer can be a game changer (MC)
On PSU disinvestments (FE)
E-Commerce Majors clock bumper sales (BS)
How NBFCs fund real estate projects (Balasubramanian V)
Interview with Samir Arora (Mint)
In a first, RCOM AGM chaired by Insolvency Professional (ET)
A reckoning for Masayoshi Son (Forbes)
Ownership in the age of public corporation (Roger Lowenstein)
How we should bust an investing myth (Jason Zweig)
The great public market reckoning (A VC)
Some stuff I am reading today morning:
Modi bats for India (BS)
Rana Kapoor seeks to exit Yes Bank (FE)
Worries add up for the markets (Macro Tourist)
Watch out for the impeachment rally (CNBC)
Mumbai may sink by 2100 (Mint)
How to defeat lifestyle creep (Larissa Fernand)
Why Private Equity is ripe for Vanguard style disruption (Institutional Investor)
In Investing, the last man standing is patience (Joel Greenblatt)
WeWork Lessons apply to lots of stuff (Morgan Housel)
There are no secrets in investing (Nick Maggiulli)