Category: Links

Some stuff I am reading today morning:

‘FANG’ stocks tank (CNBC)

Income Tax Dept freezes bank accounts of Cognizant (ET)

Bumper listing by Bandhan Bank (Mint)

Manipal, Fortis to merge hospital business (BS)

Lone dissenter sounds warning on India Banks (Andy Mukherjee)

How long can a good fund under perform its benchmark? (Morningstar)

Buying panics are rare (Irrelevant Investor)

Things that fund managers don’t say (Behavioural Investment)

Uncertainty and Risk (A VC)

Don’t follow your passion, follow your success (RetireBy40)

Some stuff I am reading today morning:

Flop show of ICICI Securities IPO (BS)

Most Equity Funds fail to beat benchmarks (BL)

TPG Group nears deal for Fortis (Quint)

India bonds lose their charm for foreign investors (Reuters)

Why getting the ‘right price’ for Air India will be tough (Rediff)

Is money really an incentive? (Subramoney)

CEO Pay: Unlinked to performance (IIAS Advisory)

There is no next Warren Buffett (TRB)

On the one hand (Common Sense)

Buffett & Munger on investing in spinoffs (Value Walk)

Some stuff I am reading today morning:

A letter that is spooking ICICI Bank shareholders (Arvind Gupta)

Trade wars will lead to economic crisis (Robert Shiller)

IPO Review: Lemon Tree Hotels (Quint)

Stock Talk: Advanced Enzymes (Dhruva Pandey)

Hiranandanis to invest 3500 Cr in oil & gas sector (Mint)

Mutual Fund advisers are leeches (Mystic Wealth)

How Chinese trade secret theft nearly killed my company (CNN)

The last days of Whitney Tilson’s Kase Capital (IIAlpha)

What could you build with just $10,000? (Hacker Noon)

The Market Generals are dead (Zero Hedge)