Some stuff I am reading today morning:
Short squeeze in beaten up stocks? (Quint)
Interview with Rakesh Jhunjhunwala (MC)
New reforms by SEBI (Mint)
SEBI cracks the whip in NSE co-location scam (BL)
Tata Group profits rise by 35% under Chandra (BS)
Company Profile: Sunteck Realty (Fortune)
Manpasand Beverages: Pulp Fiction (Outlook Business)
How Arun Chittilappilly built Wonderla (Forbes)
Tails, you win (Morgan Housel)
Thread: My learnings in building a startup (Suhail)
Some stuff I am reading today morning:
Bank of Maharashtra CMD is arrested (MC)
Interview with Sunil Singhania (ET)
Interview with Rajeev Thakkar (Morningstar)
Company Profile: Kaveri Seeds (Forbes)
Indian Stock Market Myths (Stallion Asset)
Is Value Investing dead? (Sebastian Mallet)
Diversification and FOMO (Pension Partners)
Theranos Lessons (Morgan Housel)
Investing will be the most popular language (Howard Lindzon)
Howard Mark’s latest memo (OakTree Capital)
Some stuff I am reading today morning:
Emerging Market Contagion goes global (Zero Hedge)
Mumbai drives India’s stock market (Quint)
IPO Review: Fine Organics (BL)
The many challenges facing Sandeep Bakhshi (Rediff)
Stock Talk: Swelect Energy (PerknLife)
Interest rates on PPF will go up (Mint)
My journey of 10 years of Mutual Fund Investing (Free Fincal)
Two Simple Secrets to good ideas (Seth Godin)
The trouble with being a Bear (DR)
Too big to be simple? (Common Sense)
Some stuff I am reading today morning:
Expect sharp global correction by Diwali (Udayan Mukherjee)
ICICI Bank Board finally gets a spine (ET)
Enforcement Directorate arrests Geodesic MD, Chairman (AA)
Lavasa: Billionaire’s folly, Banker’s nightmare (Quint)
Stock Talk: Omax Autos (The Astute Investor)
US-China trade war intensifies (CNBC)
Stock Markets-Holiday Season (Bala)
Sleepy but well-run companies can deliver super human returns (FT)
How I built my fortune (Katusa)
Jeff Bezos is now the world’s richest man (FE)
Some stuff I am reading today morning:
IPO Review: RITES (ET)
A Master Class on India’s Hotel Industry (Lemon Tree Conference Call)
Indigo’s LHLC plans (FE)
Concerns on DMart (BS)
Info Edge’s biggest edge (Forbes)
A Qute option for Indian roads (Rediff)
Sab Bhav Ke Khiladi Hain (Neeraj Batra)
Investor Profile: Manu Bhatia (MC)
Lessons from a momentum fund manager (Morningstar)
The #1 Rule in Investing (Pension Partners)