Category: Links

Some stuff I am reading today morning:

Key takeaways from RBI’s rate hike (ET)

India as fastest growing economy for next 3 years (Mint)

How Natco defied the odds (MC)

Jyothy Labs: Bigger, Better, Brighter (OB)

Capitulation of the small cap investor (Shagun Jain)

Vedanta’s exit plan for Electrosteel shareholders (Yatin Mota)

How Milk Mantra became the taste of Odisha (Forbes)

All stock investors are speculators (Philip Carret)

User and Subscriber business  (Aswath Damodaran)

Useful Hacks (Morgan Housel)

Some stuff I am reading today morning:

List of ASM stocks was leaked (BL)

On Monetary Policy Tightening (Subhadra Rao)

New Chairman at ICICI Bank (MC)

Air India fails to find another sucker (Mint)

Modi’s massive welfare plan (Quint)

Interview with Shiv Puri (ET)

How India got thousands of railway passengers to fly (BS)

A 99,900% Gain (Katusa)

Chai with Mohnish Pabrai (You Tube)

Some stuff I am reading today morning:

RBI Governor warns of a crisis (Mint)

Tata Motors is steering Jaguar to an Indian pothole (ET)

Tatas feel the heat (FE)

Interview with Udayan Mukherjee (MC)

Stock Analysis: GM Breweries (Dr Vijay Malik)

How a Pune engineer tripled his net worth in 8 years (Jago Investor)

What 20 years of Jeff Bezo’s shareholder letters can teach you (Inc)

Ask me anything (Ray Dalio)

The Psychology of Money (Morgan Housel)

On people dying rich (Humble $)

Some stuff I am reading today morning:

IPO market heats up (MC)

FPIs selling like crazy (BL)

How banks are messing up Jan Dhan Yojana (ET)

Why are interest rates hardening? (Tamal)

Secret Diary of Harsh Mariwala (OB)

Walmart’s Flipkart gambit (Aswath Damodaran)

One little habit can get you half a million (Chris Reining)

Why Buffett says ‘run a lousy business’ (CNBC)

How my success led to my fall (Whitney Tilson)

The Pygmalion Effect (Farnam Street)