Category: Links

Some stuff I am reading today morning:

FED raises rates (Bloomberg)

How hospitals and doctors push their patients to financial ruin (Outlook)

Infosys is worried, and it shows (Quartz)

SEBI meets rating agencies over RCom fiasco (BS)

Stock Analysis: Kovai Medical (Dr. Malik)

Death of the human investor (CNBC)

Prepare now for the end of the bull market (Ben Carlson)

The seduction of pessimism (CF)

Accelerating revolutions (Seth Godin)

Buyer Beware (A VC)

Dystopian Portfolios for a Dystopian World (Macquarie Research)

Some stuff I am reading today morning:

All clear for commodity options (ET)

IPO Review: CDSL (My Investment Ideas)

IPO Review: Eris Lifesciences (SP Tulsian)

GST-India’s Great Migration Challenge (Mint)

InvITs : Companies in ‘wait and watch’ mode (FE)

Mommy, Ambani broke my balance sheet (Quint)

Hyderabad’s Karachi Bakery (OB)

How to make your business last forever (FS)

How a Company’s name impacts stock performance (Andrew)

Bitcoiners are freaking out (Motherboard)

Some stuff I am reading today morning:

Reliance General Insurance plans IPO (BL)

Interview with Ashish Chugh (MC)

Telecom firms want a Govt bailout (Mint)

TCS, Infosys are fading stars (Aswath Damodaran)

Stock markets are not prepared for GST disruption (BS)

India Inc caught in War of the Mandarins (Andy)

Only LIC policy that I like (Subramoney)

Is Jim Rogers a charlatan? (CS)

Calm the f*** down (TRB)

Being transparent about your long term strategy (A VC)

Some stuff I am reading today morning:

Why India’s bad loan problem is really bad (Tamal)

IPO Review: Tejas Networks (SP Tulsian)

Time for the great PSU sell off has arrived (ET)

IPO listing time may be cut to 4 days (Mint)

Modi Govt boosts road building to 30 km/day (FE)

Jewelers to suffer GST pain (BS)

The sorry plight of the unprotected small investor (BL)

Differentiating business performance from stock performance (MC)

Technology is the new Macro (TRB)

No way out (Seth Godin)