Category: Links

Hugh Hendry’s latest letter to investors (FTAlphaville)

Why there will never be another Warren Buffett (Forbes)

The inscrutable politics of Subramaniam Swamy (Caravan)

How Subramaniam Swamy stopped Sonia Gandhi from becoming PM (Moneylife)

Was the Maldives coup Made in India? (Open)

Amitabh Bachchan as the Fall Guy (NewsLaundry)

Cognizant:Francisco D’Souza and his two mentors (Forbes)

Eating beef in India’s colleges (Outlook)

Steady as Islamabad goes (ForeignAffairs)

Young Barack Obama in love (VanityFair)

Some stuff I am reading this morning:

Reliance Industries spends only 5% of its buyback kitty so far (EconomicTimes)

Will Rupee tumble to 60 against the $ ? (Firstpost)

RBI Watch:ECB Data for March 2012 (RBI)

How Pawan Ruia is screwing minority shareholders (NeerajMarathe)

Special report on bullion and energy by SMC (ValueNotes)

Marginal oil production costs are heading towards 100$ barrel (FTAlphaville)

BCCI’s boss’s son punches cop (MumbaiMirror)

Some stuff I am reading today morning:

HDFC Life posts a profit-IPO likely in FY2014 (Financial Express)

Riding a mega trend-Petronet to start third LNG terminal (Business Standard)

Realty Watch:Mumbai builders see no price cuts in FY2013 (MoneyControl)

Honeywell warns India is scaring away investors (WSJ)

Nifty stuck between 50 and 200 DMA (CapitalMind)

Inside Chesapeake, CEO ran 200 Million $ hedge fund (Reuters)

10 Reasons you should never own stocks again (Altucher)

Some interesting morning reading:

Citi warns India of headwinds (FinancialExpress)

A full circle for Kishore Biyani (Mint)

10 Reasons not to subscribe to Samvardha Motherson IPO (FirstChoiceIPO)

Vanishing investors (SuchetaDalal)

Don’t sell in May this year (MarketBeat)

David Einhorn is doing all his management calls publicly now (DealBreaker)

Bollywood gossip of the week (RajeevMasand)

Some suggested Sunday reading:

Why Indian boxers are doing so well (Open)

Jerry Rao on GST and incompetence of the UPA government (Tehelka)

Maruti Ertiga-The definite review (TeamBHP)

We are underestimating the risk of human extinction (Atlantic)

Regrets of the dying (Inspiration&Chai)

Why aren’t returns of value investors any good? (Damodaran)

The missing 13th Floor (DailyReckoning)