Category: Links

Some stuff I am reading today morning:

Modi shuffles Cabinet (Money Control)

Petrol Cars in driver’s seat (BS)

Interview with Rashesh Shah,Edelweiss (BL)

Takeaways from Motilal Oswal Rural India Conference (MOSL)

The myth of Private Equity Outperformance (Value Walk)

Why we buy 1 Crore of Term Insurance (BasuNivesh)

The downside of past performance (Common Sense)

How one man discovered the greatest financial fraud in American History (New Republic)

5 Trading Rules than can make you rich (DR)

Using Facebook to transfer money (Telegraph)

Some stuff I am reading today morning:

2 Triggers that will drive the market (Udayan)

200 stocks hit 52 week high (BL)

The Harshad Mehta case grinds on (ET)

L&T Infotech aims to double revenue in 4 years (Mint)

Rich landlords reap billions from tax loophole (Bloomberg)

Basant Maheshwari’s PMS off to a good start (RJ)

Prof Bakshi thinks markets are overvalued (RJ)

Things you can’t care about when managing OPM (CS)

Just ignore day-day stock market fluctuations (NYTimes)

Mission Driven Founders (A VC)

Some stuff I am reading today morning:

How foreign stocks are cheaper than Indian peers (BL)

10% Edelweiss Housing Finance NCD (MyInvestmentIdeas)

A Whats App moment for Asia’s banks (Andy)

India needs water before it can become World’s Factory (Bloomberg)

Disappointing performance of Prof.Sanjay Bakshi (RJ)

Jim Simons-The mathematician who cracked Wall Street (Barry)

The Goldilocks strategy for prudent investors (NYTimes)

Spending on experiences over stuff is a tired idea (Slate)

Confessions of a recovering alpha junky (PragCap)

A statistical analysis of failures (Rohit Chauhan)

Some stuff I am reading today morning:

Mahanagar Gas to list today (MoneyControl)

N Jaykumar’s Prime Broking to be wound up (RJ)

The state of PSU Banks (Vivek Kaul)

War between foreign Uber and local Ola (Mint)

Tea leaves on Indian campuses (Bloomberg)

How to check gold purity (FinGyan)

Why the stock market makes you feel terrible (CS)

Questioning everything you know about asset allocation (AA)

10 Quotes from “Where are the Customer’s Yachts?” (Tony)

Millenials are obsessed with “side hustles” (Quartz)