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)
Some stuff I am reading today morning:
Paytm Money launches ETFs (CNBC)
Cement shares in demand (BS)
Just Dial Vs IndiaMart (FE)
Startup: RazorPay (Fortune)
How SpiceJet is relearning to fly (Forbes)
On Asset Turnover Ratios (Dr. Vijay Malik)
Wall Street Elites & China (Anantha Nageswaran)
I hope I haven’t done anything stupid today (Anand Sridharan)
A new paradigm for Value Investing (Aswath Damodaran)
University Endowment gets sued for lagging S&P 500 (Institutional Investor)
Some stuff I am reading today morning:
China starts selling Vaccine in China (BBC)
Oxford Covid-19 Vaccine raises hopes (BS)
India, US clinch defence pact (Reuters)
PVR Cinemas: House Empty, Future Bleak (Manu Rishi Guptha)
What I’ve learnt over last 15 years of investing (Lalit Keshre)
Interview with Ray Dalio (Big Picture)
4 Reasons why Value Investing hasn’t worked in the last decade (Aswath Damodaran)
How Kurkure kept its crunch for 20 years (Forbes)
The End of Insurance (Marc Rubinstein)
The thing about sunk costs (Seth Godin)
Some stuff I am reading today morning:
RIL battles Amazon over Future Group (FE)
India may see $206 Billion investment in oil & gas (BS)
MFs keep faith in ITC (Mint)
Why Dr. Reddys had to shut all its units (Rediff)
Nifty PE at all time high (Free Fincal)
Message from bad results of SBI Cards (T N Ninnan)
Stupid retirement advice (Subramoney)
Are you worrying about the right thing? (Retirement Field Guide)
Every Time Out It’s a guess (Common Sense)
On House Hacking (Mr. Money Mustache)