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Full Risk On, Boneheads !
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Suyog Gurbaxani: God Save the Investors
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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)
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Financial Savings Tsunami Ahead
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Good News , Good News
I try to make it a habit every morning to look for silver linings & +ve news.This shows how dramatically the monsoon deficit has been wiped out & is now solidly in surplus.This, plus relatively low oil prices could give our economy the push it needs to move back to a higher gear. pic.twitter.com/On6iWiH99w
— anand mahindra (@anandmahindra) September 10, 2019