Categories
Links

Linkfest: 11 September,2019

Some stuff I am reading today morning:

Yes Bank to sell stake to a tech firm (ET)

Paytm for Dummies (Manoj Nagpal)

PE/VC Investments in India at all time high (FE)

MCX’s Reddy responds to whistle blower letter (BL)

What Bolton’s exit means for the oil market (CNBC)

Why it is always possible to beat the market (Joel Greenblatt)

The unraveling of the WeWork IPO (Aswath Damodaran)

On Sector Momentum (New Found Research)

Letter to a friend who may start a new fund (Graham Duncan)

The laws of Investing (Morgan Housel)

Categories
Excerpts

Financial Savings Tsunami Ahead

Categories
Tweets

Good News , Good News

Categories
Observations

Ranaji Mhaare

One Year Back:

Now:

Categories
Links

Linkfest: 10 September, 2019

Some stuff I am reading today morning:

The 70,000 Cr ticking time bomb (ET)

The Mutual Fund Business is booming (BS)

Paytm’s losses exceeds revenues (Mint)

IndiGo pips Air India on international routes (Rediff)

On Dividend Stocks (OB)

Pharma cos cheer good monsoon (MC)

Why positive cashflow matters (A VC)

You better love this (Morgan Housel)

Do Ben Graham’s Net-Nets still work? (Alpha Architect)

3 Secrets to Value Investing (Seth Klarman)