Some stuff I am reading today morning:
ATMs run dry (Mint)
M&M, Titan soar on the bourses (BL)
Now Fosun bids for Fortis (Reuters)
Stock Talk: Nestle India (ET)
Stock Analysis: Cupid Ltd (Dr. Vijay Malik)
On Independent Directors (Bala)
The strange investment choices of ICICI Pru MF (Vinit Conrado)
In the Land of the Lost ( Of $ and Data)
No better signal than the yield curve (Macro Tourist)
Tips for fight or flight investing (James Altucher)
Source: UBS Research
Some stuff I am reading today morning:
Kotak beats SBI to become India’s 2nd most valuable bank (Mint)
Why is the monsoon so important (BS)
Sholay,Satyam and Fortis Healthcare (IIAS Advisory)
Interview with Soumya Malani (Morningstar)
Stock Talk: Netflix (Aswath Damodaran)
What’s behind India’s widening trade deficit? (Quint)
How to think about unsustainable returns (Pension Partners)
Some things I’m pretty sure about (Morgan Housel)
On Unit Economics (Sam Altman)
Startup Investing: On Time and Money (A VC)