Some stuff I am reading today morning :
Over regulation is killing the industry ( Rajiv Bajaj)
What India’s bond markets fear ( Mint )
India Vs Malaysia ( BS)
Midcaps and Multi Baggers ( Bala)
Stock Talk : Care Ratings ( Candor Investing)
Stock Talk : HDFC Bank ( Jana)
Visa, Plaid, Networks and Jobs ( Stratechery)
A hedge fund focussed on climate change (Financial Planning )
Risk is what you don’t see ( Morgan Housel )
A retirement case study ( Subramoney)
Some stuff I am reading today morning:
Inflation shock after GDP growth slump (Mint)
BSE, NSE to suspend trading in Coffee Day, CG Power (BL)
India orders antitrust probe against Amazon, Flipkart (Reuters)
Axis Bank: Hollowing out the role of the CFO (Hemindra Hazari)
Can Lodha tower over debt? (Forbes)
Four major risks facing microfinance in India (BT)
OyoMFG (Scott Galloway)
Memo: You Bet (Howard Marks)
Berkshire Hathway’s Circle of Trust (Rational Walk)
Fast (Patrick Collison)
Some stuff I am reading today morning :
Algos are changing India’s markets ( Deepak Shenoy )
REITs, InvITs catches Investors fancy ( BS)
Discoms’ dues rises to 81,000 Cr ( FE)
Should I exit Equities? ( 80 20 Investor)
Sector Watch : Road Stocks ( OB)
The Startup cashing on India’s 1 Trillion $ gold stash ( Bloomberg )
The psychology of passive ( Greenwood Investors)
Top 10 Trends for 2020 ( Ruchir Sharma)
Majority of Bitcoin trading is a hoax ( CNBC)
The End of the Beginning ( Stratechey)
Some stuff I am reading today morning :
PM Modi takes charge of budget ( Narendra Modi )
PayTM faces it’s moment of Truth ( Mint )
HCL Tech’s Trump Card ( OB )
Stock Analysis : India Nippon Electricals Ltd ( Dr Vijay Malik )
The reckoning is coming for Tesla ( Jawad Mian)
Nobel laureates bat for wealth tax in India ( CNBC )
Fintech will help unlock Bharat ( Forbes)
Why India’s restaurants struggle with profitability ( Qz)
Secondary lessons from The Intelligent Investor ( Novel Investor )
Patient Capital : How long is the long run ? ( Seth Godin )
Some stuff I am reading today morning :
Remarks by President Trump on Iran ( White House )
Mutual Fund SIPs climb to a record ( Mint )
15,000 people quit Axis Bank ( ET )
The only auto co to register growth in 2019 ( ET )
The microfinance crisis in Assam ( Scroll )
Notes from the Wealth Forum Meet ( Subramoney)
Interview with Sundaram Home Finance MD ( Wire )
Buy stocks that are in the second innings ( Peter Lynch )
5 Investing Lessons from 5 Investing Pros ( Validea)
What I believe least ( Morgan Housel )