Some stuff I am reading today morning:
ATMs run dry (Mint)
M&M, Titan soar on the bourses (BL)
Now Fosun bids for Fortis (Reuters)
Stock Talk: Nestle India (ET)
Stock Analysis: Cupid Ltd (Dr. Vijay Malik)
On Independent Directors (Bala)
The strange investment choices of ICICI Pru MF (Vinit Conrado)
In the Land of the Lost ( Of $ and Data)
No better signal than the yield curve (Macro Tourist)
Tips for fight or flight investing (James Altucher)
Some stuff I am reading today morning:
Kotak beats SBI to become India’s 2nd most valuable bank (Mint)
Why is the monsoon so important (BS)
Sholay,Satyam and Fortis Healthcare (IIAS Advisory)
Interview with Soumya Malani (Morningstar)
Stock Talk: Netflix (Aswath Damodaran)
What’s behind India’s widening trade deficit? (Quint)
How to think about unsustainable returns (Pension Partners)
Some things I’m pretty sure about (Morgan Housel)
On Unit Economics (Sam Altman)
Startup Investing: On Time and Money (A VC)
Some stuff I am reading today morning:
Putin warns of ‘chaos’ (CNBC)
Brace for costliest Akshaya Tritiya ever (ET)
Infosys’ whistle blower is back (BS)
The relentless pursuit of Fortis Hospitals (Mint)
How Govt’s riders are keeping Air India’s bidders away (FE)
I-T probe into Deepak Kochhar’s firm indicates round tripping (Rediff)
Some common misconceptions of momentum strategies (Dual Momentum)
Life is uncertain- plan accordingly (Subramoney)
The new name plates at India’s toniest localities (Forbes)
Tariff wars: China is no Japan (SCMP)
Some stuff I am reading today morning:
A bleak future awaits foreign funds with India link (Rediff)
Interview with Samir Arora (ET)
The legality of SGX’s Nifty move (Mint)
How Air India disinvestment is unfolding (BS)
‘Self Trade’ manipulation back on SEBI radar (BL)
Regional Brand: Sagar Ratna (OB)
Buffett on leverage and Donald Trump (CNBC)
Will the S&P 500 break down? (TRB)
The evolution of moat analysis (Intrinsic Investing)
Yale: We crush stock indexes (Institutional Investor)
Some stuff I am reading today morning:
Realty investors find it tough to resell homes (Mint)
The turnaround of Tata Motors (Rediff)
Manipal sweetens offer for Fortis Hospitals (BS)
The Piramals’ three pronged realty strategy (Forbes)
Laurus Labs: Inflection Point (OB)
On managing risk (TRB)
Don’t use the 200 Day Average as a Sell Signal (Ben Carlson)
When Cash is King (Pension Partners)
Gold on the verge of a “1000 $ breakout” (Gundlach)
Why even bother to think about strategy? (Seth Godin)