Some stuff I am reading today morning:
369 stocks on NSE hit 52 week low (ET)
Mindtree founders may sell entire stake (Mint)
Indian Bank’s NPAs may mount to 20% (BS)
Interview with Harshad Patwardhan (Morningstar)
Reliance Jio makes big inroads in rural India (Quint)
Value Investing from a veteran (Subramoney)
On Endurance & Varroc IPOs (Gaurav)
They couldn’t have known (TRB)
The Yellowstone Factor in investing (Mohnish Pabrai)
Bull markets & PE multiple expansion (Barry)
Some stuff I am reading today morning:
How Mohnish Pabrai escaped a loss of 150 Crores (RJ)
IPO Review: Varroc Engineering (Quint)
Did ICICI Bank inflate profits, breach NPA rules? (Mint)
Why Ruchi Soya is a prized asset (Rediff)
A $38 Billion headache for India’s Banks (BS)
High Quality Vs Low Price (Safal Niveshak)
I don’t know (Pension Partners)
The Sindhi merchants of Gibraltar (Madras Courier)
The Jerk Fallacy (Seth Godin)
SME Investor: Then & Now (Niteen Dharmawat)
Some stuff I am reading today morning:
Plastic Ban: Industry to take a hit of 15,000 Cr (BS)
China-US trade war intensifies (Zero Hedge)
A Bond Trading Secret (Quint)
Trader Profile: Prathamesh Godbole (MC)
Secret Diary of Sanjay Lalbhai (OB)
Stock Analysis: Wonderla Holidays (Harish Balani)
Company Profile: Syska (Forbes)
How Netflix swallowed the TV Industry (Vulture)
S&P 500 hostages (TRB)
Thread : Some uncomfortable truths in personal finance & investing (Nick)
Some off beat reads for the weekend:
Why did the BJP pull out of Kashmir? (ATimes)
The myth of India’s small tax base (Aarati Krishnan)
Inside the Crypto world’s biggest scandal (Wired)
The real story of Donald Trump Jr (GQ)
Mystery of Wilbur Ross’ missing fortune (Forbes)
The trouble with Johnny Depp (Rolling Stone)
The world’s top art forgery detective (Guardian)
History: On Winston Churchill (Shashi Tharoor)
Why does India’s air look different from space? (BBC)
Musings of a Cancer Survivor (Swati Kamal)
Suno Sasurjee (Arre)
Spoof: The Red-Headed Boy-King (Onion)
Where’s my coconut scraper? (J Mathrubootham)
15 Must Have ethnic souvenirs from India (BI)
Travail Diary (Outlook)
Some stuff I am reading today morning:
Short squeeze in beaten up stocks? (Quint)
Interview with Rakesh Jhunjhunwala (MC)
New reforms by SEBI (Mint)
SEBI cracks the whip in NSE co-location scam (BL)
Tata Group profits rise by 35% under Chandra (BS)
Company Profile: Sunteck Realty (Fortune)
Manpasand Beverages: Pulp Fiction (Outlook Business)
How Arun Chittilappilly built Wonderla (Forbes)
Tails, you win (Morgan Housel)
Thread: My learnings in building a startup (Suhail)