Some stuff I am reading today morning:
SEBI may seek forensic probe of ICICI Bank’s books (ET)
Govt likely to cut excise duty on fuel (Rediff)
Champion Trader: Prashant Shah (MC)
India’s IPL is beginning to rival English soccer (CNBC)
Should you still invest in large cap mutual funds? (Mint)
On Portfolio reviews (Subramoney)
Annual Letter to shareholders (Vallum)
Blind spots in investing (Niraj)
Peak S&P 500 Multiple (Macro Tourist)
Interview with Joel Greenblatt (Barry)
Some off beat reads for the weekend:
How to get rich quick in Silicon Valley (Guardian)
Ambedkar on Gandhi (Swarajya)
How united is the front against Modi? (Open)
Too many men (Washington Post)
Who killed Tolstoy? (Granta)
Inside Rex Tillerson’s ouster (New Yorker)
Tiger Farms in Laos (SCMP)
Is the Japanese Yakuza headed for extinction? (ATimes)
Twists in the Football World Cup Tale (Mint)
In Photos: India’s most luxurious trains (BI)
On being accused as a Soviet Spy (J Mathrubootham)
Mumbai meri jaan (Arre)
Meet the wolves on Instagram (Guardian)
The best new shows on Netflix (HP)
Spoof: Tips for travelling solo (The Onion)
Some stuff I am reading today morning:
Co started by Kochar brothers was a defaulter ! (Rediff)
Rising oil prices may deliver a crude shock (MC)
What’s behind the big commodities rally? (CNBC)
Personal loans accounted for 96% of new bank loans in FY18 (BS)
RBI Minutes signal shift to hawkish stance (Reuters)
TCS logs stellar results, announces 1:1 bonus (Mint)
How should Fortis confront it’s Revlon moment? (IIAS Advisory)
Mount Stupid (Again) (Barry)
Six precepts every investor should remember (Economist)
Why SIP works (Ben Carlson)
Some stuff I am reading today morning:
Former Delhi chief blames Delhi politicians for PSB mess (ET)
ICICI Bank Chairman meets MF Heads (BS)
How investors can manage 2019 election risk (Quint)
How Domino’s Pizza drove a 90x increase in stock price (Product Habits)
Stock Analysis: IEX (Sana Securities)
The investing style of Marty Whitman (Morningstar)
The importance of forecasting misery (Financial Samurai)
Why the hell didn’t I listen to Charlie Munger? (The Charlieton)
From penniless immigrant to multi-billionaire (Forbes)
Jeff Bezos’ latest letter to shareholders (SEC)
Some stuff I am reading today morning:
ATMs run dry (Mint)
M&M, Titan soar on the bourses (BL)
Now Fosun bids for Fortis (Reuters)
Stock Talk: Nestle India (ET)
Stock Analysis: Cupid Ltd (Dr. Vijay Malik)
On Independent Directors (Bala)
The strange investment choices of ICICI Pru MF (Vinit Conrado)
In the Land of the Lost ( Of $ and Data)
No better signal than the yield curve (Macro Tourist)
Tips for fight or flight investing (James Altucher)