Category: Links

Some stuff I am reading today morning:

Apple announces largest buyback in US history (CNBC)

India’s IPO market set to break May jinx (BS)

RBI lifts restrictions on Bajaj Finance (FE)

Bloodbath in the solar sector (PV)

Final order in the matter of Manpasand Beverages (SEBI)

Commodity: Silver (DR)

Bull Case for Commodities (Felder Report)

China’s experiment with Capitalism has failed (The Market)

They just wanna sell you a bond fund (Bill Gross)

Inverting the Vex (Seth Godin)

Some stuff I am reading today morning:

April GST collections cross 2 Lakh Crore (Fortune)

Key takeaways from latest FED meeting (CNN)

FPIs withdraw 8,600 Cr from Indian Equities in April (HT)

Muted sales of Passenger Vehicles in April (Rediff)

Anil Agarwal unveils roadmap for Vedanta (BT)

Godrej family makes open offer for Astec Lifesciences (BS)

Research: Valuation Multiples (Morgan Stanley)

The Curious Case of Catalysts (BI)

Should you be a stock picker? (Big Picture)

How I think about debt (Morgan Housel)

Some stuff I am reading today morning:

Nifty hits all time highs (DH)

Godrej Family amicably splits (BS)

Listed real estate players to see 10%-12% volume growth (FE)

KVS Manian quits Kotak Bank (Rediff)

Company: KPIT (Forbes)

Company: Luminous (BI)

Hedge Funds are ‘dead as a doornail’ (CNBC)

The Scar Bias (Nooresh Merani)

3 Views on the Yen Collapse (Discipline Funds)

Rat Race of Investors (Klementon)

Some stuff I am reading today morning:

India Market Cap soars to all time highs ( Rediff )

Interview of PM Modi ( News18 )

Uncertainty at Bandhan Bank ( BT )

Joy Alukkas, India’s richest jeweller ( Forbes )

Silver ETFs gain traction ( BS )

Meta & Reasonable Doubt ( Stratechery )

Japan’s stealth profit boom ( Verdad )

How do businesses get premium valuations ( Microcap Club)

Secrets of Family Businesses ( BBS )

Profoundly Unserious ( Better Letter )