Category: Links

Some stuff I am reading today morning:

10 Key Takeaways from RBI Monetary Policy (MC)

Canada arrests Huawei CFO (CNBC)

ITAT ruling on LTCG Penny Stock Case (ET)

Story over at Eicher Motors? (Mint)

PFC to acquire REC for 15,000 Cr (FE)

Company Profile: ABB (Fortune)

Real estate developers bet on NRIs (BS)

Singapore Based Funds increase their stakes in Shankara (BL)

Worst time to make money in markets since 1972 (BQ)

Why did Graham’s Net-Nets disappear? (AM)

Some stuff I am reading today morning:

US Stocks Crash (CNBC)

The massive fraud at IL&FS (MC)

S&P cuts Tata Motors rating (Mint)

Why R Chandrashekhar quit Yes Bank Board (BQ)

Why Kumarmangalam Birla is the King of India’s cement sector (Rediff)

Secret Diary of Abhinay Choudhari (OB)

Letter to investors (Basant Maheshwari)

Buffett on scuttlebutt (Janav)

Seth Klarman’s latest speech at Havard (HBS)

“Death Cross” means “Loser” (PAL)

Some stuff I am reading today morning:

HUL-GSK Consumer Merger (Mint)

Random Portfolio down 20%-40% (Nooresh)

Properties of IL&FS directors attached (MC)

Navy encashes bank guarantees of RNaval (BS)

Sector Watch: Capital Goods (Vriddhi Capital)

Company Profile: Prestige (Fortune)

On MF Distributors (Subramoney)

Bad Buybacks (Barry)

The Crypto Winter is here (Coin Desk)

The tale of two Bond Kings (City Wire)

Some stuff I am reading today morning:

US,China agree on trade war ceasefire (Reuters)

FII inflows hit 10 month high (BL)

Rakesh Jhunjhunwala settles insider trading case (SEBI)

Losses mount in India’s eCommerce sector (FE)

Why India’s airlines can’t turn growth into profits (BQ)

Company Profile: GE Shipping (Devesh Kayal)

An Evolve-Or-Die Moment for the World’s Great Investors (Fortune)

Is long term investing over rated? (MF Critic)

The Fed blinks (Macro Tourist)

Seth Klarman’s career advice (Ian Cassel)