Some stuff I am reading today morning:
Raamdeo Agrawal on GST (MoneyControl)
What will make GST fail (Tally Solutions)
IPO boom being driven by need for exits (Mint)
The shipping industry is in doldrums (OB)
How to invest in residential real estate (JLL)
How I became a millionaire (Subramoney)
The secret of making 20 fold returns (Katusa)
Fear of running out of money in retirement is overblown (FS)
In defense of bubbles (A VC)
Turn the TV off (Alpha Baskets)
Some stuff I am reading today morning:
Modi’s biggest win-Rajya Sabha passes GST (Bloomberg)
Markets may have already priced in GST (BL)
Even your ‘newpaperwala’ thinks markets are overvalued (SS)
Top 10 stocks that will gain from GST (Mint)
GST impact across sectors (ET)
ED summons top brokers in NSEL case (BS)
Samir Arora:The “next HDFC Bank” (RJ)
The Paradox of quant investing (TRB)
An investment secret (Katusa)
Some new old lessons in real estate (Vivek Kaul)
Some stuff I am reading today morning:
GST set for Rajya Sabha nod today (Mint)
Endgame Ola (The Ken)
How Narendra Modi’s PMO works (LinkedIn)
Nimesh Kampani calls it a day (BL)
Motilal Oswal downgrades Raamdeo Agarwal’s fav stock (RJ)
Company Profile: Pidilite (Forbes)
How China humbled Tech Giants (Bloomberg)
Will Electric Cars kill Big Oil? (Katusa)
A DIY Investment Checkup Guide (Financial Samurai)
Why Charlie Munger knows no wise people who don’t read (Spark)
Some stuff I am reading today morning:
RBI releases guidelines for ‘on tap’ bank licensing (RBI)
Automation to replace lakhs of IT jobs (ET)
DHFL 9.3% NCDs (OneMint)
Bond buyers can’t get enough of India (Bloomberg)
Overcome the fear of the Builder (Ravi)
Interview with Basant Maheshwari (RJ)
The unraveling of Harvard’s star trading desk (Bloomberg)
Gold Bugs Vs Equity Bulls (Pension Partners)
Lies investors believe (Tony Isola)
The tortoise and the hare (A VC)
Some stuff I am reading today morning:
Advanced Enzymes to list today (MoneyControl)
NDA’s do-or-die moment on GST (Mint)
GST may bring foreign investors to Bond Street (ET)
How India reformed the petroleum sector (FE)
Sleepwell files for IPO (BL)
Buy the new high (Prashanth)
Expense or investment? (Subramoney)
A deep dive on contingency plans (Common Sense)
Why “skin in the game” is important to investment returns (Katusa)
RBS: “Sell Everything” (PP)