Category: Links

Some stuff I am reading today morning:

The RBI Circular that is sending shock waves (RBI)

Rotomac Pen’s owner flees after taking 800 Cr from PSU Banks (News18)

India’s state banks in focus (Reuters)

Getting short term foreign credit will become difficult (ET)

HCL Technologies’s risky bets (Mint)

Good start to N Chandra’s second year (FE)

21 year wait for Navi Mumbai airport is over (BS)

Mumbai-Pune Hyperloop (Quint)

Lessons from the richest man in Babylon (Faiz Memon)

Notes from Charlie Munger’s latest AGM (Safal Niveshak)

Some stuff I am reading today morning:

PSU Banks have lost Rs.22,700 Crores in frauds in last 5 years (Rediff)

PSU Banks: Cheating the Public (Bala)

SEBI: Retail investors in IPO to get compensation (MC)

Nirav Modi Case: ED seizes 5,100 Crores (ET)

Tata Steel is the top bidder for Bhushan Power (BS)

Stock Talk: Satin Credit (Tank Rich)

The worst in emerging markets is yet to come (Quint)

Bridgewater’s European short is now $22 Billion (Zero Hedge)

The most important investors of all time (Irrelevant Investor)

Having an Investment Mentor (Disciplined Investing)

Some stuff I am reading today morning:

How the PNB fraud happened (ET)

Nirav Modi-The man behind the PNB fraud (Mint)

Worst of NPAs yet to come (BS)

Banks may take 30,500 Cr hit due to rising yields (Rediff)

The double standards of PayTM’s Sharma (BL)

Stock Talk: Petronet (MC)

Indians are moving the cheese market (Quint)

It’s different this time (Macro Tourist)

Market Turmoil and Investment Serenity (Aswath Damodaran)

The advent of a cynical bubble (James Montier)

Some stuff I am reading today morning:

LTCG Tax: Grand fathering benefits may elude investors (Rediff)

Guenter’s report card at Tata Motors (MC)

More bad news for Indigo (Mint)

BSE SME platform to see 100 IPOs in 2018 (ET)

Stock Analysis: Finolex Cables (Dr. Vijay Malik)

Investors cut bond allocation to 20 year low (CNBC)

Bitcoin industry grapples with problem of inheritance (Quint)

The Complete list of Q4 Hedge Fund letters to Investors (Vintage Value)

Retirement Strategy: Floor and Upside (Retirement Cafe)

The Wealth of Sapiens (Daniel Egan)