Category: Links

Some stuff I am reading today morning:

Piyush Goyal to handle Finance (ET)

Manipal-TPG gets back into Fortis race (MC)

Flipkart’s ESOP fable has a bitter twist for ex-employees (Mint)

RBI announces further restrictions on Allahabad Bank (Quint)

Narendra Modi has lost the Boardroom (Reuters)

China launches first India-dedicated fund (TOI)

They couldn’t have known (TRB)

If we invested in public stocks (Morgan Housel)

Latest issue of Graham and Doddsville (Columbia University)

China’s Silicon Valley (Atlantic)

Some stuff I am reading today morning:

Ashish Gupta’s 10L investment in Flipkart is worth 130 Crores (HT)

Fortis saga not over yet (Mint)

ADAG Group vacates its Corporate HQ (ET)

Equity MFs log Rs. 12,400 Cr inflow in April (BL)

Interview with Alok Singh (Morningstar)

3 Casualties of a recent SEBI diktat (Quint)

90 years of lessons learnt (T Boone Pickens)

Gambler’s ruin and bet sizing (Climateer)

My five money mistakes (Humble Dollar)

Where money grows up (Humble Dollar)

Some stuff I am reading today morning:

Fortis Board selects Hero-Dabur (ET)

The coming battle royal in e-Commerce (Haresh Chawla)

Oil at 100$ ? (Mint)

Bad loans at 6 private banks cross 1L Crores (Quint)

OTT disruption in the Indian media sector (2Point2Capital)

Why India is a prime destination for PE investors (Rediff)

What I learnt form Kotak Select Focus (MF Critic)

How Pony Ma became the richest man in China (CNBC)

Putting a value on a story (Seth Godin)

Just stick to your strategy (Tom Tunguz)

Some stuff I am reading today morning:

How Walmart clinched the Flipkart deal (Mint)

The CEO who delivered India’s online shoppers to Flipkart (Quint)

BSE to delist over 200 companies from tomorrow (MC)

Bonanza ahead for Equity Investors (Kenneth Andrade)

The Board Battle at Fortis (BL)

Stock Analysis: KNR Constructions (Dr Vijay Malik)

The biggest trend (Amit Jeswani)

A ‘Dear Elon’ letter (CNBC)

EM Bandwagon (Macro Tourist)

Nobody planned this, nobody expected it (Morgan Housel)