Some stuff I am reading today morning:
Reliance Vs Govt of India (FE)
Amazon’s sharp business practices (ET)
Indigo may have to replace more engines (BS)
Unfolding tragedy of loan against shares (Mint)
The REIT stuff? (Humble Dollar)
Who makes your clothes? (Forbes)
Interview with Marc Andreessen (NYMag)
Here’s how Amazon can get away with never earning a profit (BI)
The great recession broke the American Economy (Buzz Feed)
The Mutual Fund that has not sold stocks since 1935 (Kush Katakia)
Some stuff I am reading today morning:
RBI plans ‘Operation Twist’ (Mint)
UTI AMC files papers with SEBI (MC)
Interview with Teresa Barger, Cartica Capital (ET)
Brookfield plans $1 Billion REIT listing in India (BS)
Sintex Industries headed for bankruptcy ( BS )
High Capex Midcap Stocks ( Vishal Kothari)
Parental approach to investment risk ( Anand Sridharan)
Markets aren’t 100% efficient? Whatever (Evidence Investor)
The Disappearing Edge ( Michael Batnick )
Growth Stories ( Bonafide Wealth )
Some stuff I am reading today morning :
Cyrus Mistry wins big at NCLAT (ET)
Full Text of Mistry Vs Tata Sons NCLAT Order (BS)
President Trump impeached by US House (CNBC)
Consensus at GST Council collapses (Mint)
Life Insurers bat for 100% FDI (Rediff)
Presentations: Common Mistakes & Uncommon Losses (Niteen S Dharmawat)
Stock Analysis: Escorts Ltd (Vijay Malik)
Lectures by Ben Graham : Sept 1946-Feb 1947 (Columbia)
Video: Interview with Stanley Druckenmiller (Bloomberg)
5 Rules to follow when lending money to family & friends (Tinesh Bhasin)
Some stuff I am reading today morning:
IMF may significantly downgrade India in Jan ( Gita Gopinath)
Only the fittest lenders will survive ( Uday Kotak)
JSPL hopes to become debt free in 4 years ( Naveen Jindal)
Sector Focus : Micro Finance ( SIDBI)
SBI ETF Nifty 50 Vs UTI Nifty Index Fund ( FreeFincal)
Buffett on Diversification in his 1966 Letter ( Deepak Venkatesh)
Letter to a young investor (Contrarian Edge)
We are short NMC Health Plc ( Muddy Waters)
How Mike Bloomberg made his Billions ( Vox )
The Global Economy’s luck may have run out ( Mohamed El Erian)
Some stuff I am reading today morning :
SEBI’s new norms are hurting investors ( BL)
AM,Nippon complete Essar steel acquisition (ET)
Center releases over 35,000 Cr in GST dues to states (BS)
MSCI Review can be a big trigger for Indian Equities (Yatin Mota)
Stock Analysis: VST Industries (Dinesh Sairam)
Stock Talk: Sinclairs Hotels (MC)
IPOs hit four year low (Forbes)
A beginning of a new bull market in stocks (All Star Charts)
A strange massive divergence ( Verdad Cap )
On Gateways (A VC)