Some stuff I am reading today morning:
Interview with Narendra Modi (ET)
Reliance AGM today (MC)
How Reliance is bracing for a EV future (BS)
Stock Talk: Max Financial (OB)
La Opala: Perils of High P/E Investing (Rudra Chowdhury)
Understanding Rera (Jago Investor)
How I spotted a fraud before it was too late (Gary Mishuris)
The negative art of investing (Howard Marks)
The nuances in Equity Investing (Vitaliy Katenselson)
Diffferent ways to be rich in 2019 (Common Sense)
Some stuff I am reading today morning:
$15 Trillion of Bonds have negative yields (Economist)
Indiabulls promoter to cede control after LVB merger (ET)
DHFL says it may default (FE)
2019 a year of discontent for India Inc (Rediff)
Auto dealers in bad shape (Mint)
Company Profile: Ashok Leyland (Forbes)
The 7 deadly sins of investing (Barry)
The investing wisdom of Bill Nygren (Morningstar)
Gold in the portfolio (AM)
Streaks (Seth Godin)
Some stuff I am reading today morning:
Alpha Ideas 20 20 Presentation: Deepak Nitrite (Rikeen Dalal)
Repo rate at 9 year low (BS)
Affle India to list today (MC)
Mahindra SOS to Govt (Mint)
New IBC amendments come under SC scanner (ET)
Indigo fight worsens (FE)
Gold surges over $ 1500 (CNBC)
On the Asset Management Business (Subramoney)
An idiot could diversify a portfolio (Charlie Munger)
Reserves (A VC)
Some stuff I am reading today morning:
Alpha Ideas 20-20 Presentation: Tata Steel (Sanjeev Pandiya)
All eyes on RBI today (Mint)
Interview with Raamdeo Agrawal (ET)
Turbulence at Indigo (FE)
Jewellers return to unorganised sector (BS)
1 Crore reward for informers of insider trading (Rediff)
Stock Analysis: Cyient Ltd (Dr Vijay Malik)
Why investing is much like reporting (Warren Buffett)
Profiting from random strategies (Climateer Investing)
What kind of imbecile is buying/selling on sell side recommendations? (TRB)
Some stuff I am reading today morning:
Alpha Ideas 20 20 Presentation: Unichem (Sarvesh Gupta)
US designates China as a ‘Currency Manipulator’ (CNBC)
China suspends purchases of US farm products (SCMP)
Rupee suffers biggest fall in 6 years (ET)
Reliance liabilities jumps to $65 Billion (FE)
FM plans sector specific steps to alleviate woes (BS)
Real estate slump may not be over yet (Mint)
Flipkart ‘beaten’ by govt e-commerce platform (Rediff)
Why the stock market must go down (TRB)
Learning from Charlie Munger (Safal Niveshak)