Some stuff I am reading today morning:
US-China trade war intensifies (CNBC)
Bumper profits at TCS (BS)
Sivasankaran Vs Cyrus Mistry (BT)
Letter to Investors (Alpha Invesco)
How to disclose capital gains in your IT return (Mint)
Simple Momentum (Michael Batnick)
Spending Deferred (Humble Dollar)
Wealth is what you don’t see (Fervent Finance)
From Trade War to 3rd World War? (SCMP)
A 1991 Seth Klarman’s Interview (Barrons)
Some stuff I am reading today morning:
NCLT ends Mistry challenge to Tata (Mint)
How the private sector has stalled India’s reforms (T Ninan)
Why road construction stocks are struggling (BL)
Baffling trades in ICICI Securities (MF Critic)
Interview with Ashwini Agarwal (ET)
3 Bucket framework to investing (Janav)
Lessons from Josh Wolfe (25IQ)
3 pieces of advice from John Bogle (Morningstar)
9 essential conditions to commit massive fraud (TRB)
Buffett cashes out on his puts (Zero Hedge)
Some stuff I am reading today morning:
Equity Fund inflows drop (Quint)
Why global investors are adopting a ‘wait n watch’ policy (FE)
What to expect in Q1 2018 results (Mint)
Samsung builds world’s biggest mobile factory in Noida (ET)
Conversion of unlisted shares into demat form (BL)
Why your family jeweller is losing out (Rediff)
SME Stock: OmFurn (Dhruva Pandey)
Stock Talk: Kitex Garments (RJ)
Tweet: Biyani made money for shareholders after all (The Unprofessor)
Cheap Shower Curtains (Seth Godin)
Some off beat reads for the weekend:
‘Sanju’ can’t rewrite the evil 1993 plot (Sekhar Gupta)
The George Soros philosophy and its fatal flaw (Guardian)
Thread: Silicon Valley & the Soviet Union (Anton Troynikov)
The incredible Buddha Boy (GQ)
Spare me the good Hindu (Hartosh Singh Bal)
India’s Rihanna (BI)
Can Jawa beat Royal Enfield? (Team BHP)
Subramaniam Swamy’s No to Governorship (Gossip Guru)
Kings & Soldiers (Swarajya)
History: Sada Kaur (Dawn)
The strange life and death of Shoko Asahara (SCMP)
Quiche Quiche Hota Hai (J Mathrubootham)
Muslin-The finest ancient fabric (Madras Courier)
Homeward Diary (Outlook)
My late father Kushwant Singh (Mala Dayal)
Some stuff I am reading today morning:
Mukesh Ambani’s plans to double the size of RIL (BS)
Iran threatens to shut down the Strait of Hormuz (CNBC)
What I learnt in my investing journey (Rakesh Jhunjhunwala)
Monsoon and it’s thoughts on investing (Safir Anand)
Property Review: Godrej Elements Hinjewadi (Ravi)
2018, the year real estate died (Mint)
Can Netflix beat Bollywood? (ET)
Red Bull in India (Forbes)
Immeasurably Important (Mogan Housel)
Vijay Kedia’s Song (You Tube)