Tag: linkfest

Some stuff I am reading today morning:

Murugappa Group set to take over CG Power (CNBC)

Govt to sell 15% in HAL (BS)

Accenture India staff to face brunt of layoffs (Mint)

UP sugar SAP on the cards (FE)

Maharashtra Govt cuts stamp duty for real estate (MM)

Decoding the future of REITs in India (Fortune)

Can the 2020s repeat the 1920s ? (DR)

When the magic happens (Morgan Housel)

DCF is the least reliable part of a manager’s process (AM)

This “Golden Rule” of personal finance is bunk (InvestmentU)

Some stuff I am reading today morning:

India’s economy is getting carved between Adani & Ambani (BS)

Govt may propose GST cut for 2 wheelers (Mint)

Tata Motors to become debt free in the next 3 years (CNBC)

India’s real estate loan book, revealed (Forbes)

Exxon Mobile exits the Dow (CNBC)

Interview with S Krishna Kumar (Morningstar)

The highest P/E ratio in 18 years (Crossing Wall Street)

Why the shift to online commerce is here to stay (OM)

On Barrick Gold (Investment U)

Pay & Precedent (A VC)

Some stuff I am reading today morning:

Asian stocks near 2 year highs (Investing)

Earnings of Nifty 50 firms slump to 6 year low (Rediff)

Telecom sector could be reduced to 2 cos (CNBC)

All Cargo Logistics plans to delist (Mint)

Negative beta stocks: Case for Zoom (Dr. Varma)

Is 30x of annual expenses enough for retirement in India? (Jago Investor)

Has the market changed since the bottom? (Common Sense)

Even great investments experience massive drawdowns (Larry Swedroe)

Disrupting Bloomberg (Net Interest)

Your financial portfolio and Japanese principles (Fortune)

Some stuff I am reading today morning:

Adani Group ready for dominance in aviation (Mint)

Webinar with Shri H M Bangur (You Tube)

What I learnt from brief analysis of 2800 Companies (Dr Vijay Malik)

Sector Analysis: Nutraceuticals (Shuchi Nahar)

The Inside story of Robinhood’s Billionaire Founders (Forbes)

Spurious Corelations (Tyler Vigen)

An Investor’s Spam Filter (Anand Shridhan)

Abolish LTCG tax (Mohandas Pai)

On starting Angel Investing in India (Ritesh Banglani)

ETFs now own more gold than Central Banks (BS)

Some off beat reads for the weekend:

M S Dhoni: A bonafide legend (Sidharth Monga)

Is Mohammad Bin Salman a Zionist? (ME Monitor)

Assam Accord: The back story (Strat News)

Mistakes I made in my 30s (Ankur Warikoo)

What does Microsoft gain by buying Tik Tok? (Manish Sharma)

A Big Mac Fortune (Neckar)

How four brothers fleeced Amazon of $ 19 Million (Wired)

Pets: How we hurt the animals we cherish (Guardian)

On Palakkad (Rajan Venkateswaran)

How I became Chief Rabbi of UAE (TOI)

Lee Kuan Yew on Conversion & Hinduism (Shreyas Joshi)

The Neo Leftist Script of Gunjan Saxena (Soumyadipta)

Balkh Campaign: Indian Army in Central Asia (LHI)

Interview with author Pankaj Mishra (Mint)

Obituary: Pandit Jasraj (Open)