Some stuff I am reading today morning:
Zerodha is now India’s largest broker (BQ)
JSW readies bid for IL&FS energy arm (FC)
Why Hyundai’s Chennai workers are up in arms (Rediff)
The inside story of SEBI crackdown on Dabba Trading (Mint)
Stock Talk: IEX (FE)
Scaling up a Business (Amit Jeswani)
Interview with Manishi Raychaudhuri (ET)
Slow it down (Mystic Wealth)
Investor Newsletter Q4 2018 from a top Macro fund (Crescat Capital)
Things I’m pretty sure about (Morgan Housel)
Some stuff I am reading today morning:
Sun Pharma shenanigans (BQ)
Party may be over for Indian Equities (BS)
Why 2019 could be a make-or-break year for Sun Pharma (MC)
On IndusInd Bank Results (Mint)
Usha Martin: Jhawar Family Feud deepens (FC)
Credit Ratings of real estate developers (Investing Bites)
The Bezos Divorce (CNBC)
2018 was a Peltzman Effect in action (Dr C K Narayan)
Delusions (TRB)
The Mnuchin massacre (Macro Tourist)
Some stuff I am reading today morning:
Brexit crisis worsens (CNBC)
Pfizer to shut down Aurangabad, Chennai plants (MC)
Interview with Prashant Ruia (ET)
Banks propose $900 Million lifeline for Jet Airways (Mint)
Why HAL’s cash crunch worsened (BQ)
Uber India: Shifting Gears (Fortune)
The wrong debate (Irrelevant Investor)
The tortoise and the hare (A VC)
Steve Cohen’s Comeback (Deal Breaker)
2019 Headwinds are getting stronger (DR)
Some stuff I am reading today morning:
Bharat Bandh today (BS)
Modi’s Upper Caste Quota (TOI)
The winner in Bandhan – Gruh merger (Mint)
Taxman on a refunds spree (ET)
Supreme Court steps in Jio-RCom deal (FE)
Buffett & Munger on reading habits (AM)
Rajat Gupta fails to prove his innocence (DB)
Wild Expectations (Morgan Housel)
Out Performance in down markets (Preston McSwain)
Take your lumps (A VC)
Some stuff I am reading today morning:
The Fed could be out of the game in 2019 (TRB)
Britons now want to remain in EU (Reuters)
FPIs pulled out 83,000 Cr in 2018 (FC)
UDAN faces turbulence (Mint)
Tata Motors 2.0 (Forbes)
JSW Energy: Harnessing Hydro Power (Fortune)
HAL borrows 1,000 Cr to pay salaries (BT)
Investing Tips (The MF Guy)
Why UK Universities love Indian students (ET)
Carlos Ghosn: The savior who fell to earth (FCCJ)