Some stuff I am reading today morning:
Govt to sell upto 3% stake in Axis Bank (FE)
SEBI proposes curbs on F&O stocks (BL)
SC clears decks for AM’s takeover of Essar Steel (BS)
IPO Watch: Polycab (BL)
Company Profile: Mindtree (Forbes)
The mentors of Rakesh Jhunjhunwala (ET)
In praise of passive investing (Bala)
Asset rich, cash poor (Vijay Pahwa)
Stock Market is like a mob at a football game (Charlie Munger)
On Survivorship Bias (Financial Bodyguard)
Hat Tip: S Jain
Source: Edelweiss Research Report
Shocking to see degrowth in the FMCG business….especially since the Promoter went around town talking about double digit growth.
Source: Exchange Filings of CESC Ventures Ltd
Hat Tip: Ashish Kila
Some stuff I am reading today morning:
DP World to launch hyperloop in India (CNBC)
Reliance Power Vs Edelweiss (BS)
SEBI role in Promoter Financing,MF jumble (Mint)
On Tata Motors (Dr C K Narayan)
Investor Profile: Rajiv Khanna (ET)
Lessons for investors from Zee stock crash (Rediff)
Don’t overthink your investments (Humble Dollar)
Applying the Konmari method to your financial life (Simple Dollar)
Next Disruption: Uber Freight (BI)
How the Times-Sotheby Index transformed the Art Market (Hyper Allergic)