Some stuff I am reading today morning:
Random Thoughts at Market Highs (Debashis Basu)
IPO Watch: Senco Gold (Arun Kejriwal)
Menace of Finfluencers (Fortune)
3 simple rules for Micro Caps (Rajiv Mehta)
Why Sports Leagues are taking off in India (Forbes)
Contrarians are usually wrong (Ben Carlson)
Satya Nadella’s End Game (Super Joost)
Chart Watching Market Timers fail again (Mathematical Investor)
The secret to keeping shareholder turnover low (Buffett)
Actionable Feedback (Seth Godin)
Some stuff I am reading today morning:
Sensex, Nifty touch new highs (BW)
The stock market rally that shocked everyone (Bloomberg)
Reliance Jio launches Jio Bharat Phone (MC)
IDFC First Bank to merge with IDFC Ltd (BT)
76% of 2000 Rs Notes have been returned (RBI)
India’s debt markets & FPIs (FE)
How IITs are fuelling the startup boom in India (Forbes)
IBC in severe distress (BI)
Interview with Larry McDonald (The Market)
My dumb equity investment mistake (Morningstar)
Some stuff I am reading today morning:
Reliance’s aggressive plans for beauty space ( Fortune )
SEBI tightens FPI disclosures ( BT )
IPO Watch : Cyient DLM Ltd ( Arun Kejriwal )
Why are online pharmacies bleeding ? ( Forbes )
Thread : On VC funding ( Nithin Kamath )
Artificial Intelligence as a mega force ( II )
The power of doing nothing ( Guy Spier )
What do you believe ? Why ? ( Big Picture )
A few Questions ( Morgan Housel )
Portfolio Theory ( Seth Godin )
Some stuff I am reading today morning:
Bank Nifty Expiry back on Thursday (BSE)
Tata Tech gears up for IPO (MC)
Gujarat’s MSMEs reel under loss of demand (Forbes)
Prosus slashes valuations of Byju’s by 75% (BW)
Regulatory woes hit e-pharma sector (Rediff)
Sanjiv Mehta signs off from HUL (FE)
How to report foreign stocks in income tax returns (Mint)
New Asset Class: Senior Living (BI)
Commodities Diversification: Is it worthwhile? (Monevator)
Reality as reassurance (Seth Godin)
Some stuff I am reading today morning:
7 cos have IPOs this week (Fortune)
IPO Watch: ideaForge (Arun Kejriwal)
IPO Watch: Cyient DLM (MC)
Tax Evasion at Shree Cements (Money Life)
Why Amazon,Google raised their India bets (Rediff)
Company: Siegwerk India (BI)
Have debt , won’t pay (Bala)
AI’s winners, losers and wannabes (Aswath Damodaran)
Do private investments belong in a diversified portfolio? (Morningstar)
Malthus and the misallocation of Capital (The Market)