Some stuff I am reading today morning:
No-Confidence Motion on Friday (ET)
Mayhem in mid-caps continues (Mint)
IPO Review: TCNS Clothing (Finception)
Interview with Kumarmangalam Birla (MC)
Interview with Milind Barve, HDFC AMC (BL)
India’s dirty secret is oil market’s headache (BQ)
How Microsoft evolved under Satya Nadella (CNBC)
The World Cup and Investing (Oakmark Funds)
Yield curve indicates recession ahead (Climateer)
A quick primer on 5G (Dani Town)
Some stuff I am reading today morning:
What ails small and midcap stocks (BL)
Contagion fears in EMs (Akash Prakash)
Why Infosys has lost it’s bellwether tag (Mint)
Company Focus: Balaji Telefilms (OB)
Govt pumps in money in 5 PSBs (BS)
Bollywood is the unexpected winner in US-China Trade Wars (ET)
Sulfur may augur an oil shock (Quint)
Investing used to be very easy (Subramoney)
Still easy after all these years (Macro Tourist)
The Humble Express (Reals Martica)
Some stuff I am reading today morning:
ICICI Bank postpones AGM (BQ)
India’s pax aircraft to double by 2027 (ET)
What’s the fair price of popcorn? (Mint)
Tata Steel is readying to buy Bhushan Power (BS)
Thoughts on Index Funds and ETFs (Bala)
Musings on Flipkart and Walmart (Morningstar)
Ambika Cotton: Fund Flow Analysis (Dr. Vijay Malik)
Sequoia Fund: Our sustainable advantage (AM)
The drums of Trade War (Swedroe)
It’s always a remix (TRB)
Some stuff I am reading today morning:
How Kesoram Industries screwed minority shareholders (MoneyLife)
Video: Brave Investor Janardhan Kothari at Kesoram AGM (Twitter)
Upcoming IPOs to raise 14,000 Cr (Mint)
Assume fraud until genius is proven (Amit Mantri)
Interview with Aswath Damodaran (ET)
Seya Industries: The 1% Company (Anti Investor)
Exide Vs Amara Raja (Quint)
A brief look at pharma funds (Morningstar)
A hot tip about investing (Dan Solin)
How effective is buying market dips? (Free Fincal)
Some off beat reads for the weekend:
The staggering rise of India’s super rich (James Crabtree)
How Tata Nano took middle class India for a ride (DailyO)
The untold story of Syria’s Antifa Platoon (Rolling Stone)
Attack on Skull Island (GQ)
The endless reign of Rupert Murdoch (Monthly)
Poles apart (Guardian)
Inhuman Resources (HP)
Inside X (Wired)
Booming snake business of China (SCMP)
Piyush Goyal’s silent victory (Gossip Guru)
Fighting Section 377, stupidly (Abhijit Iyer-Mitra)
The Progressive Arts Group (Madras Courier)
We are a country of fools (J Mathrubootham)
When are you giving the good news? (Ramjaane)
‘Find your passion’ is awful advice (Atlantic)