Some stuff I am reading today morning:
Berkshire Hathway confirms investment in Paytm (CNBC)
BMC now allows events at NESCO (TOI)
On Bandhan Bank’s bid for PNB Housing (ET)
Games Indian Banks play (Andy Mukherjee)
The policy maker Vs the promoter (FE)
Why petroleum dealers are angry with the Modi Govt (Rediff)
Stock Analysis: Bodal Chemicals (Dr Vijay Malik)
Wabco India: Brake Point (Forbes)
Of investment advice and advisors (Bala)
Who’s afraid of Abby Johnson of Fidelity (Boston Mag)
Some stuff I am reading today morning:
BMC bars events at NESCO (TOI)
Status of PSU Banks today (Tamal)
FPIs stay bullish on India (BL)
Unlisted companies to issue shares in demat form (BQ)
Interview with Bismillah Chowdhary (Morningstar)
Why Fiat Chrysler’s India plans went for a toss (Rediff)
My assessment on IEX (Dhruva Pandey)
Base Hit Investing: Importance of ROIC – (Part I) & (Part II)
Monopoly (Idea Faktory)
5 Lessons learned as a Landlord (Can I retire yet)
Some off beat reads for the weekend:
The untold story of Notpetya, the most devastating cyberattack in History (Wired)
Putin’s terrifying new weapon of War (News AU)
Has BDS transformed the Israeli-Palestine debate? (Guardian)
The true story of Victoria and Abdul (Smithsonian)
The inescapable weight of my $ 100,000 student debt (Guardian)
Donald Trump’s Mafia mindset (Atlantic)
Beyond Kashmir (Shashi Tharoor)
Kerala Floods: Ecological Lessons (Open)
Indian cooking a You Tube Hit (New Yorker)
Mountaineering: Scaling K2 (Dawn)
India’s first Hebrew Newspaper (Madras Courier)
Editing Vidia Naipaul (Granta)
Dilli Dur Ast (Gossip Guru)
Tale of a Total Loss Claim (Team BHP)
Jirang: The Tibet of Odisha (Team BHP)
Some stuff I am reading today morning:
L&T AGM: A M Naik asks security to throw out shareholders (BL)
SEBI Chief on Mutual Funds (MC)
Jaitley returns to North Block (Fortune)
Mutual Funds-What can go wrong? (Subramoney)
The man who triggered a $10 Billion Commodity Collapse (FE)
Ownership & Succession of HUF Assets (Simple Tax)
How women in Rural India turned courage into capital (TED)
Accruals Momentum as an investment strategy (Alpha Architect)
VC Professionals strike out on their own (Mint)
First Mover Disadvantage (A VC)
Some stuff I am reading today morning:
CreditAccess Grameen to list today (MC)
Recent Rally- Sensex Vs Broader Market (Armchair Investing)
Saudi Arabia denies reports of scrapping Aramco IPO (CNBC)
SEBI should break its silence on NSE (Mint)
Only 25 Cr of illegal profit in co-location scam (BQ)
Why IDBI Bank will find recovery an uphill task (Rediff)
Bagrrys: Cereal Killer (Forbes)
Presentation: Changing dynamics of Chemical Industry (Value Pickr)
Buffett on Acquisitions (AM)
The privatization of Tesla (Aswath Damodaran)