Category: Links

Some stuff I am reading today morning:

Over 75% real estate projects are non-starters (FE)

Rakesh Gangwal lays out the vision for Indigo (Mint)

OMC stocks wilt (ET)

Nobel Prize Winner says India is faking its economic data (WSJ)

Market musings (Bala)

Taxes are why long term passive is better than short term trading (Prashant)

Invest like a hedge fund manager (ETF)

Who on Wall Street is losing on the oil trade (Wolf Street)

Daniel Kahneman on intuition (Compounding My Interest)

A guide to equity investment (Colaco & Aranha)

Wishing all readers a Happy Dussehra.

Some stuff I am reading today morning:

Sovereign wealth funds sell Indian stocks (ET)

Debt continues to weigh down on India Inc (Mint)

Centre may halve Coal India OFS (FE)

Buyback famine in the markets (VRO)

Mission Impossible:Beating the markets over long periods of time (AA)

Making sense of long term returns (CFA)

The difference between a portfolio manager and portfolio management (Common Sense)

12% a year in stocks (Bill Bonner)

Apple’s Tim Cook:Massive change is coming to car industry (Recode)

Saudis risk going broke in 5 years (Bloomberg)

Some stuff I am reading today morning:

VCs scramble to cash in on the fintech boom (Mint)

Spreading cash like manure (OB)

PE investors sell as NSE delays IPO (ET)

Arvind:On the path of reinventing itself (VRO)

Investment lies we tell ourselves (Subramoney)

Individual Bonds Vs Bond Funds (Common Sense)

12 Startup lessons Steve Jobs taught me (Big Picture)

The ‘Get my Shit together’ afternoon (Medium)

How to be a quant (Turing Finance)

The Collected Wisdom of Seth Klarman (Scribd)

Some stuff I am reading today morning:

Indigo IPO leaves a sour taste (Mint)

The economics of using Uber in India (Capital Mind)

5 Term Insurance Riders you should consider (My Investment Ideas)

The third emotion of investing (Insecurity Analyst)

Coin flippers drenched in Alpha (Irrelevant Investor)

The ballad of the breakaway broker (TRB)

Getting value out of management meetings (Stockviews)

Winner takes most (A VC)

Why Wall Street traders keep making a fortune (Wharton)

A “strategic” Russian default is possible (Zero Hedge)

Some stuff I am reading today morning:

Ujjivan plans IPO (Mint)

The price tag of quality (VRO)

How Prabhu is trying to make railways more profitable (ET)

An interview with a legendary trader (Mercenary Trader)

ICICI Direct Model Portfolio (RJ)

Stock Review:Amara Raja Batteries (Dr.Vijay Malik)

One year returns don’t tell you anything (Common Sense)

How the Bloomberg Terminal made history (Fast Company)

Whats coming next from our comedian central bankers (DR)

The Global Wealth Report 2015 (Credit Suisse)