Some stuff I am reading today morning:
What’s driving market sentiment? (Mint) (My soundbite here)
What happened in the AGR hearing yesterday (Ashmit Kumar)
HDFC Bank faces lawsuit in US (CNBC)
What a 38 year old turmeric scandal says about India (BS)
Interview with VC Japan Vyas (YS)
Pawan Munjal, hinterland hero (Forbes)
Startup Lessons from Uber (Scott Gorlick)
The flying V shaped recoveries (Common Sense)
BTC 3.0 (Adventures in Capitalism)
Investments that don’t work (A VC)
Hat Tip : VR
Some stuff I am reading today morning:
Tata may sell stakes in JLR, UK Steel plant (BS)
Amazon, Reliance to clash on e-pharmacies (Mint)
Fortis to rebrand itself as Parkway (Rediff)
GVK auditors seek to resign (CNBC)
The virtue of borrowing from banks (Bala)
Another roaring Twenties may be ahead (Dr. Ed)
NYC is dead forever (James Altucher)
Interview with Anthony Scaramucci (Worth)
Gold Stocks Vs Gold Price (Katusa)
My journey to financial independence (Abhishek Basumallick)
Here are the most clicked items on Alpha Ideas this week:
Mutual Funds face a moment of truth (Mint)
Trillion $ Question (AI)
Its all gas (AI)
Rakesh Jhunjhunwala on Titan’s earnings call (FE)
Who gains from RBI’s diktat on current accounts? (Latha Venkatesh)
Interview with Kenneth Andrade (Morningstar)
Why is everyone buying gold? (Ruchir Sharma)
Best line from conference calls (AI)
What Alpha looks like (AI)
Mega Trend: Warehousing Boom (AI)