Some stuff I am reading today morning:
Telcos up rates by 40-50% (ET)
Karvy crisis deepens (Mint)
India’s fertilizer drain: Urea of darkness (FE)
GST Collections in Nov cross 1 Lakh Cr (BS)
The great Indian counterfeit market (Outlook)
The fake Indian trading geniuses on Twitter (Passive Fool)
The delusion of Alpha (Index Heads)
Presentation: Learnings from my investment career (S Naren)
Trader Profile : Vishal Mehta (MC)
Video: Global Macro in an uncertain world (Dr. Amlan Roy)
Some stuff I am reading today morning:
Reliance becomes first Indian co to hit 10 Lakh Crore market cap (Rediff)
Indian financial sector stuck in real estate quicksand (Asia Nikkei)
Sector Focus: Telecom (BS)
Startup Focus: Udaan (Forbes)
Inteview with Hiren Ved (Morningstar)
Presentation: Mega Trends & Leadership (Utpal Sheth)
There’s always a bear market somewhere (Fortune)
2 Investing Lessons I have yet to learn well (Mohnish Pabrai)
Secret Diary of Ravi Venkatesan (OB)
Cash Management in Startups (A VC)
Some stuff I am reading today morning :
Modi’s labour reform push ( ET )
RBI sounds warning on Mudra loans ( Mint )
Steel sector may face disruption ( BS )
Bearings collusion by SKF, Schaeffler, Tata Steel units ( Reuters )
Stock Talk : PSP Projects ( Value Hunter )
Reliance Naval : 1,000% jump in 11 weeks ( BT )
Prashant Jain’s ESOPs now worth 343 Cr ( MC)
True wealth is far more than just financial success ( Kaushal Majumdar )
Buffett’s blunder : Not investing in Microsoft ( AM )
No more Gurus ( Morgan Housel )
Some stuff I am reading today morning :
How Rana Kapoor made 20 Billion to loans of 60 Billion to Indiabulls Group ( OB )
Axis Bank, Stan Chart CEOs face NCLT heat ( ET )
Last nail in the capex coffin ( Mint )
Sector Watch : Real Estate stocks ( BS )
The great cost compression in financial services ( Naked Beta )
Does Value Investing work in India? ( Aarati Krishnan )
Bull Headed ( Humble Dollar )
Secret Diary of Y V Reddy (OB)
Making sense of the New Capitalists ( Haresh Chawla)
How Crypto Queen Ruja Ignatova scammed the world ( BBC )
Some stuff I am reading today morning :
How to safeguard yourself if you are a Karvy client ( BT)
BPCL asset valuer to submit report in 50 days ( ET)
My learnings after 9 years of full time investing ( Jatin Khemani )
The core of our manufacturing economy is staring at an abyss ( Sandipan Deb )
We are all Emerging Markets now ( Zev Abraham )
T- Series : The most watched You Tube Channel in the world ( Bloomberg )
A missing $250 Million in Crytpo ( Vanity Fair )
A long chat with Peter Bernstein ( Jason Zweig )
What would you have done in 2009? ( Common Sense )
On Aramco’s IPO ( Aswath Damodaran )