Some stuff I am reading today morning:
Ant Financial IPO halted (CGTN)
Gland Pharma to be India’s biggest pharma IPO (FE)
Some Questions on Laurus Labs (Intrinsic Compounding)
Why RBI Governor is playing Mr.Bond (Mint)
Adani wins coal mines in India (BS)
Can Fantasy Sports survive in India? (Forbes)
Going Direct to Learners (A VC)
The Ideal company doesn’t pay a dividend (Terry Smith)
The right time to sell a stock (Bill Nygren)
United States Vs Google (Stratechery)
Some stuff I am reading today morning:
Reliance crashes (TOI)
Investors prepare for US election day (BS)
Tax amnesty plan can settle 1.2 Trillion rupees of tax claims (Mint)
India’s factory growth at decade high (Reuters)
What explains surge in GST collections? (BT)
The politics of money (Marc Rubinstein)
10 signs the bubble has already popped (David Einhorn)
What is a Tech company? (Stratechery)
The Flipkart story (Forbes)
The saga of Pramod Mittal (Money Life)
Some stuff I am reading today morning:
Future Retail urges bourses to ignore Amazon letter (BS)
Aditya Puri joins Carlyle Group (Mint)
Anil Ambani group cos put on the block (CNBC)
Should you buy a home this festival season? (Vivek Kaul)
Resetting online commerce (Ben Evans)
What makes great companies great (Novel Investor)
The absurd simplicity of my own retirement process (Rivers Hedge)
Who owns the US stock market? (Irrelevant Investor)
Individuals Vs Institutions (SII)
Software is eating the Markets (Not Boring)
Some stuff I am reading today morning:
PM Modi: Economic recovery faster than expected (FE)
US GDP rebounds by 33.1% (CCTN)
Mistry firms offer share swap to Tatas (Mint)
Laurus Labs reports bumper earnings (MC)
The lament of a Mutual Fund Specialist (MF Critic)
On Receivable Days (Dr. Vijay Malik)
The Bull Market that won’t die (DR)
Investing in a pandemic (Baillie Gifford)
How Jay Vijayan built the world’s newest unicorn (Forbes)
Caste Discrimination in Silicon Valley (India Today)
Some stuff I am reading today morning:
Markets tumble as fear grips Europe (Market Watch)
Bharti Airtel can’t afford 5G (BS)
Stock Talk: SBI Life (FE)
Nitin Gadkari blasts NHAI (Nitin Gadkari)
The rise of Reliance ( Baillie Gifford)
iD Fresh Food: Trusting the customer (Forbes)
My approach to Valuation (MBI)
Made in China (Slate)
The World’s No 1 Stock Market (InvestmentU)
Trump will win next week (Jeff Gundlach)