Category: Links

Some stuff I am reading today morning:

PWC ex-CFO accuses firm of cooking books ! (ET)

RBI stops printing Rs.2,000 notes (Mint)

National Fertilizers’ Offer for Sale today (BL)

How to profit from the EV boom (Katusa)

The worst landlord horror story (Financial Samurai)

Fine Art’s worth more than its weight in gold (DR)

To make money you need luck and skill (Subramoney)

Should children pay for their parent’s retirement? (Vijay)

Why diets do not make good investments (Collaborative Fund)

Distressed Builder D S Kulkarni defends himself  (You Tube)

Some stuff I am reading today morning:

After Modi’s threat, many CAs are running for cover (ET)

Drama in Alembic Board Room (BS)

Alembic: Will a set of small shareholders be able to assert themselves? (IIAS)

What’s driving the confidence in Indian markets? (Quint)

Real Estate-A Contrarian Bet (Amit Jeswani)

How do you protect yourself in an overvalued market? (Amit)

How to turn NASDAQ’s 90 P/E into 22 P/E (Zero Hedge)

Betting on things that never change (Morgan Housel)

When something is obvious (Irrelevant Investor)

Baupost connects the dots, sees CRASH (Value Walk)

Some stuff I am reading today morning:

How N Chandra plans to fix the Tata Group (Fortune)

‘Ambani Hedge’ is the new trade in town (BL)

Reliance Industries’ triple play (Andy)

An early sign GST is working (WSJ)

How Zomato survived the foodtech carnage (ET)

India’s Bulls aren’t tiring yet (Bloomberg)

What is wrong with ICICI Pru Value Discovery Fund? (FreeFinCal)

Promoter Buying as a Poker Hand (Mystic Wealth)

Buffett’s & Munger’s top tips for Class of 2017 (Vintage Value)

I bought my first Bitcoin (Josh)

Some stuff I am reading today morning:

Patanjali dream run may be coming to an end (ET)

Wipro to go for Rs.11,000 Crores buyback (Mint)

Pension schemes for senior citizens to launch today (BS)

I am the Toll Bridge, a 100 Bagger (Amit)

Analysis: Ishan Dyes & Chemicals (Dr Malik)

Meeting Managements (Calculated Wagers)

Bill Miller: The unreformed Stock Picker (Forbes)

On simple markets (BCLund)

The easy money is being made (Irrelevant Investor)

Innovate or Die (Pension Partners)