Some stuff I am reading today morning:
Why the bond market matters more than stock market (ET)
UPI 2.0 will disrupt payments (Mint)
How tower companies are getting affected by Reliance Jio (FE)
The world’s best IPO has gained 6000% (Bloomberg)
India’s House of Debt (Quint)
View on Finance & Banking Sector Stocks (Bala)
Rising sea levels & a margin of safety (Tadas)
Now is for later (Seth Godin)
Google and the Limits of Strategy (Stratechery)
Barclays warns the party is over (Zero Hedge)
Wishing readers a Happy Dussehra
Some stuff I am reading today morning:
4 years under Cyrus Mistry (ET)
PE investors rush into craft beers (Mint)
SEBI provides relief for companies on non-operational exchanges (BL)
How I missed a 10-bagger and am proud of it (Safal Niveshak)
Oil at 60$ not ‘unthinkable’ (Quint)
The consequences of risk taking (CS)
So many hedge funds,so little alpha (Barry)
Deutsche Bank:A Greek Tragedy (Aswath Damodaran)
Embrace your debt to boost your motivation (FS)
Why Value Investing got crushed in the Internet Bubble (AA)
Some stuff I am reading today morning:
Retail investors are back (BL)
SME IPO’s catch investors eye (MoneyControl)
CBI raids REPCO (Hindu)
Empowered villages causing headaches for Modi (Bloomberg)
Top 5 Liquid Mutual Funds (MyInvestmentIdeas)
Is Mohnish Pabrai a hypocrite? (Life & Equities)
What caused the Sterling ‘flash crash’? (Telegraph)
Knowing when to break your own rules (CS)
How the business of bottled water went mad (Guardian)
Indian buys $9 Million Dubai licence plate (Bloomberg)
Some off beat reads for the weekend:
What happened in Kashmir? (Atlantic)
The desperation of Indian housewives in the US (Quartz)
Army Vs Anti Nationals (Media Crooks)
Pakistan will win any war against India (Pakistan Tribune)
How a peanut seller became Asia’s biggest billionaire (Time)
The mind bending Benedict Cumberbatch (VanityFair)
Sweden: A cashless world (New Yorker)
The Cobalt pipeline (Washington Post)
Profile of the richest man ever- John D Rockefeller (Part I & II)
Valentine Strasser: Once the world’s youngest dictator (BuzzFeed)
Auto Talk: Small and useful car accessories (TeamBHP)
This is what I do in a negotiation (James Altucher)
James Bond is selling paan masala on Twitter (DailyO)
Sunil Mittal gets a reality check (Gossip Guru)
3 Entrepreneurial lessons from Arnold Palmer (Forbes)
Some stuff I am reading today morning:
Patel has saved the monetary policy from Rajan’s straitjacket (Jaggi)
NSE gets moving with its listing plans (Money Control)
Aurobindo Pharma’s founders to sell shares (Mint)
Kwality Ltd could be the next multi-bagger (ET)
Jindal Steel & Power defaults (BL)
IRCTC offers 10L Rail Travel Insurance for 1 paisa (FE)
NCR Builder Culture spreading to Pune (Ravi)
A Trump victory could shock the markets (Bloomberg)
Are you a value investor or a value pretender? (Latticework)
Education Bubble:Is a Harvard MBA worth $500,000? (Zero Hedge)