Category: Links

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 stuff I am reading today morning:

9.35 % L&T Finance NCD (Apna Plan)

Aadhaar is back for KYC (ET)

Amrapali Group Directors arrested (BS)

MSCI to quadruple weighting of China-A shares (CNBC)

Naresh Goyal to step down as Chairman of Jet Airways (Rediff)

NCLT rejects plea from Essar Steel’s operational creditors (FE)

Zerodha held liable for trader losses due to network failure (RJ)

The perils of Investing Idol Worship (Aswath Damodaran)

Interview with Sam Altman (Medium)

Warren Buffett moves the goal posts (Rational Walk)