Some stuff I am reading today morning:
Oil can cross $90 (CNBC)
Interview with S Naren (MC)
Parth Jindal’s plans for JSW group (ET)
Jain Farm plans IPO (Mint)
One third of PSBs remain headless (Hindu)
Uday Kotak defends Deepak Parekh (BQ)
How OnePlus succeeded in India (OB)
“I’m smart” (TRB)
The 3 levels of wealth (Common Sense)
8 best predictors of the Stock Market (Crossing Wall Street)
Amusing to see that Godrej Properties can borrow at a lower rate than a Bank.
Source: Investor Presentation of Godrej Properties
Source: Jana Small Finance Bank
Amusing to see the pics of the AGM of Touchwood Entertainment Ltd
Source: WhatsApp Forward
Michael Steinhardt used to listen to stock pitches in a crisp format which took 2 mins:
(a) Why is your view on an opportunity different from the market?
(b) Why will the value gap close?
He called it variant perception. Everything else is back-up. Try it! It’s an amazing filter— Gordon DSouza (@gordonmax) August 5, 2018
Some stuff I am reading today morning:
HDFC AMC listing today (ET)
IPO Review: CreditAccess Grameen (IPO Central)
What exactly is happening at Jet Airways (ET)
Tyre Companies bet big on domestic demand (Mint)
India becomes steel dumping ground (FE)
Stock Talk: Nath Bio-Genes (RJ)
Stock Talk: TPL Plastech (Dolly)
Top 5 Best Liquid Mutual Funds (Basu Nivesh)
What is the KPIT Birlasoft (de)merger about? (Calm Investor)
Vote against ICRA’s ESOP scheme (IIAS)