Some stuff I am reading today morning:
JP Associates may face insolvency proceedings (Quint)
Advent to buy majority stake in Manjushree (ET)
Air India crisis intensifies (BS)
Crunch time for RCom (Mint)
Vakrangee & the lost link (Forbes)
A hidden cost called Rented Suit Liability (Safal Niveshak)
A portfolio is not a plan (TRB)
Michael Burry on Risk (AM)
Investing Superstitions (Blaire Bell Curve)
People Vs Companies (Morgan Housel)
Some stuff I am reading today morning:
MCA probes Jet Airways for siphoning funds (MC)
UTI Battle intensifies (FE)
The Indian Aviation Sector’s many problems (Mint)
How Tata Motors turned around its passenger vehicle business (Rediff)
Stock Talk: Mayur Uniquoters (Prospero Tree)
Presentation: Thyrocare – The Strongest Business I know (Vivek Mashrani)
The Indian Billionaire who can’t spend his own fortune (BQ)
Hard Lessons for Crypto Currency Investors (NYTimes)
Paul Singer, Doomsday Investor (New Yorker)
How the rich get richer (Financial Samurai)
Some stuff I am reading today morning:
Some more stupid recommendations to SEBI (BL)
A 15,000 Cr lesson in misgovernance (Hemendra Hazari)
The bruhaha over the HDFC vote (IIAS Advisory)
The big threat facing fund houses (Rediff)
The Billionaires and the Guru (ET)
Is there bang for the Mudra buck? (BQ)
Interview with Kerr Neilson (Platinum)
Old age isn’t what ends a bull market (Barry)
Korean Stock Market as a leading indicator (Horan)
3 Asian markets worthy of attention (Investment Week)
Some off beat reads for the weekend:
How a Gujju girl became an international Sumo wrestling champion (MC)
Arun Shourie on Atal Bihari Vajpayee (NDTV)
Could Advani ever made it to PM? (Jaggi)
How Tripadvisor changed Travel (Guardian)
The great Chinese art heist (GQ)
Insider’s perspective of the CV industry (Team BHP)
How Sonos is building the audio internet (Wired)
Post LS2019 (Media Crooks)
Arunkumar Kembhavi-The people’s DC (BI)
Trump & the N word (Atlantic)
Steve Job’s daughter (Vanity Fair)
Death of a Dictator (Dawn)
On Parsi Baugs (Arre)
The story of Vajpayee’s last photograph (Mint)
Obituary: Somnath Chatterjee (Open)
Some stuff I am reading today morning:
Nation mourns Atal Bihari Vajpayee (TOI)
Amazon’s real rival in India is Reliance (ET)
Top NSE officials facilitate fraud (Quint)
Banking Sector: A private affair (Vivek Kaul)
Understanding how the Indian sugar industry works (Alpha Invesco)
Deja Vu in Turkey (Aswath Damodaran)
The trajectory of great ideas (Morgan Housel)
The half life of investment strategies (Common Sense)
Simple analysis for pricing (Seth Godin)
A conversation with David Swensen (CFR)