Some stuff I am reading today morning:
Supreme Court slams Jaiprakash Associates (FE)
Income Tax Act set for overhaul (Mint
Tweaks in IBC code to block wilful defaulters (BS)
SAIL raises its game (Quint)
Anil Agarwal: India’s mine sweeper (Forbes)
The year of living dangerously (TRB)
Grandma’s bond portfolio is in trouble (Macro Tourist)
The Uncertainty Principle in markets (Pension Partners)
The importance of expectations in investing (Validea)
When tail risk isn’t tail risk (PragCap)
Some stuff I am reading today morning:
Spin Gold from spinoffs (Mohnish Pabrai)
WhatsApp Leak : SEBI, bourses checking trade details (MC)
Railways to sell 30,000 kms of railway lines (ET)
Kishore Biyani unveils Retail 3.0 (Mint)
When Billionaire Brother’s Bonds decouple (Quint)
Lindy Effect of Unilever Nepal (Amit)
Know your BRLM-Axis Capital (FirstChoice IPO)
Stay away from HDFC Housing Opporunities Fund (Vipin)
Why Uber is the revenge of the founders (Steve Blank)
Lessons from the decline of GE stock (Independent Advisors)
Some stuff I am reading today morning:
12% & 18% GST slabs may be merged (ET)
Cement stocks tank on pet coke ban (BL)
Logistics sector gets infrastructure status (Mint)
Mumbai commercial rentals plunge (FE)
Interview with Uday Kotak (Quint)
Best PMS services in India (My Investment Ideas)
DIIs have emerged as the biggest anchor investors (BS)
Retirement failure (Subramoney)
Rules of thumb are worthless (TRB)
Delivering negative alpha (Pension Partners)
Some stuff I am reading today morning:
The completely unethical Fortis Hospital (Twitter)
SME IPOs on NSE to touch 100 mark (BL)
Payment Banks struggle (Quint)
Interview with Prem Watsa (ET)
Xiaomi looking to invest $ 1 Billion in Indian startups (Mint)
Stock Talk : All Cargo Logistics (RJ)
How to deal with over confidence in financial markets (Of $ and Data)
We are all out of touch (Morgan Housel)
The biggest killer of investment returns (Safal Niveshak)
Two things successful traders are doing (Trader Feed)
Some off beat reads for the weekend:
The Uncounted (NYTimes)
How Pakistan’s military helped in the Saudi purge (ATimes)
Robert Mugabe: The banality of evil (Open)
Islamabad under siege (Dawn)
Bill Browder, Putin Enemy # 1 (GQ)
How Trump walked into Putin’s Web (Guardian)
The child brides of Nepal (SCMP)
The Tech Industry’s Gender Discrimination Problem (New Yorker)
Meet the Tesla Truck (Wired)
Road Trip: Arunachal Pradesh (Team BHP)
Congress: The War Within (Gossip Guru)
The real life story of Maria Von Trapp (Smithsonian)
11 common things that can land you in jail in foreign countries (Nat Geo)
Busan Diary (Outlook)
Dressing up Padmavati (Sunday Standard)