Some stuff I am reading today morning:
IL&FS Financial Services defaults on 395 Crores (Mint)
SEBI asks MFs to furnish details about NBFC exposure (ET)
Is Uday Kotak next? (Hemindra Hazari)
Flop show of Aavas Financiers IPO (MC)
IPO Review: Dinesh Engineers (BQ)
The Reliance Naval Disaster (BS)
Company Profile: Motilal Oswal (Fortune)
The “DotCon” stupidity (Macro Tourist)
Different kinds of smart (Morgan Housel)
Competing to win (A VC)
Some stuff I am reading today morning:
Fed hikes rates, signals more rate hikes (CNBC)
Govt raises import duty on 19 items (ET)
India is still not a “buy on dips” market (Digital FC)
8K Miles: Alleged forgery at Promoter Entity (BQ)
Sector: Steel (Fortune)
Madhu Kela on SME investing (ET)
How 24 year old Ritesh Agarwal built a $5 Billion Startup (Mint)
Knowing what you are looking for (A VC)
Why do debt crises come in cycles? (Ray Dalio)
Jim Chanos Vs Elon Musk (Institutional Investor)
Some stuff I am reading today morning:
The NBFC Crisis (ET)
Yes Bank Board defies RBI (Mint)
IL&FS may get lifeline from LIC, SBI (BS)
Mutual Funds gearing up to face debt fund redemption (BL)
India to cut Iranian oil imports to zero (BQ)
Company Profile: Abad Fisheries (OB)
The secret for early retirement (MF Guy)
5 Common Mistakes Investors make (Michael Mauboussin)
The next generation (Michael Batnick)
Donald Trump’s remarkable speech to the UN Assembly (Vox)
Some stuff I am reading today morning:
IL&FS dominoes set to bring the house down (DigitalFC)
IPO Review: Aavas Financiers (BQ)
Mega Bank Mergers and future of reforms (Mint)
India’s first REIT offer (BS)
Repairing the PSU Banks (Bala)
Company Profile: Zerodha (Forbes)
20 Lessons from the Global Financial Crisis (Seth Klarman)
Playing the Lottery (Common Sense)
Importance of Strategy Diversification (Charles)
You need time, not timing to earn big returns in stock markets (Ken Fisher)
Some stuff I am reading today morning:
RBI’s rare Sunday statement (RBI)
Modi rolls out Ayushman Bharat scheme (MC)
MF investors suffered losses in 2018 (FE)
Usha Martin’s big surprise (ET)
How Leel Electricals screwed minority shareholders (Evernote)
Why the Modi Govt is the most statist (Raghav Bahl)
Making Mutual Funds less pricey (BL)
Fool me 3 times (Morgan Housel)
A walking contradiction- Warren Buffett (Real Investment Advice)
On the US-China trade war (Andy Xie)