Category: Links

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)

Some stuff I am reading today morning:

Trump withdraws US from Iran nuclear deal (NYTimes)

IPO Review: Indostar Capital (Quint)

The Indian Rupee is under pressure (CNBC)

Smallcaps can be brutal (Nooresh)

Ajay Piramal’s deal with Piyush Goyal (Quint)

The other Wipro (Forbes)

Tracking investments instead of expenses (Free Fincal)

How to arbitrage human nature (Jim O’Shaughnessy)

Making and losing fortunes on machine gun roulette (Katusa)

Why winners keep winning (Of Dollars & Data)

Some stuff I am reading today morning:

Is buying Crypto Assets “investing” ? (A VC)

How Sivasankaran came to owe Tata Companies 900 Cr (BS)

Interview with Anoop Bhaskar (Morningstar)

India courts ‘bond tourists’ (Reuters)

Britannia’s bet of dairy yet to pay off (Mint)

Stock Talk: Gujarat Poly Electronics (Bullbull)

Stock Analysis: KRBL Ltd (Harish Balani)

Why I recommend Gold (DR)

The Compound (Michael Batnick)

Buffett’s 3 best investing tips (CNBC)

Some stuff I am reading today morning:

Notes from 2018 Berkshire Hathway Annual Meeting (Adam Blum)

Xioami’s Manu Jain is set to make a fortune (ET)

Why banking in India will become a costly affair (Tamal)

FPI outflows hits 16 month high in April (BL)

The curious case of India’s beta (Ridham Desai)

PMO steps into ICICI Bank controversy (Rediff)

Tools for fundamental analysis in India (Calm Investor)

Interesting time for gold (Macro Tourist)

Solve the problem (Get Rich Slowly)

How about later (Humble Dollar)