Some stuff I am reading today morning:
NSE offers 1,000 Cr to settle (DH)
NSE unlisted shares hit all time high (BT)
SEBI sticks to 2 Day Derivatives expiry rule (FE)
Rakesh Gangwal to sell 3.4% of Indigo (BS)
Systemic Failures at IBC (BW)
Company: Yes Bank (Forbes)
Relook required for ESOPs (Money Life)
The Secret to Compounding (Microcap Club)
Bangladesh industrialists warn of imminent collapse (DT)
Research: Drawdowns & Recoveries (MS)
Source: Financial Times
There is no precise metric to look at. The smaller a company, the more critical the CEO is. If a company becomes 1000 and 10’000 people, the relative importance of the CEO begins to diminish and the value of the team grows.
I once told a room of 200 professional investors at an investment conference in Omaha that I would give twenty bucks to anyone in the room that could name four CEOs of Exxon after John D. Rockefeller. Nobody could step up to collect the money.
– Tom Gayner
Some stuff I am reading today morning:
Trump delays 50% tariffs on EU (CNBC)
Wall Street braces for bond market turmoil (Yahoo)
Smear campaign against Zepto (Aadit Palicha)
Adani Ports,JSW Infra make logistics anchor (Rediff)
Unlocking hidden value of used EV batteries (OP)
US Consumer sentiment at record lows (CNN)
How AI can help investors (Dr Vijay Malik)
The hardest day to invest is always today (CA)
The sunk costs of market timing (CS)
Thread: 10 Lessons from Rose Blumkin (Shane Parrish)
Here are the most clicked items on Alpha Ideas this week:
Ganesh Housing: God Level Margins (AI)
UK FTA & India Textile Exports (AI)
Indian Equity Funds hold 7% in cash (CM)
Power Grid: 3 Lakh Cr Business Outlook (AI)
Indian heirs reluctant to carry on family biz (DH)
Apar: Go West (AI)
4 Cos which can profit from nuclear power mega trend (FE)
Be warned. IPO mania has returned (ML)
30 Quotes from Financial History (CFA Institute)
Carry no more (AI)