Some stuff I am reading today morning:
India is the toast of Davos 2018 (BS)
Mukesh Ambani is ready for another contrarian bet (ET)
Tata Steel: Next leg of expansion (Mint)
Interview with N Chandra (Quint)
IPO Review: Galaxy Surfactants (MyInvestmentIdeas)
Asset Allocation and its problems (Subramoney)
A Momentum Signal that occurs only 1% of the time (TRB)
How Charlie Munger became an “expert generalist” (Quartz)
Complexity Bias (Farnam Street)
Hope and Reality (Seth Godin)
Some stuff I am reading today morning:
India to become world’s fastest growing large economy in 2018 (ET)
ONGC acquires Govt’s stake in HPCL (BS)
Why Jhunjhunwala,Damani joined the race for Binani Cement (Quint)
Uber to drive into Indian sunset? (Rediff)
Bull run forever (Bala)
Interview with Kenneth Marshall (Safal Niveshak)
Stock Talk: Intellect Design (Calculated Wagers)
You are remembered for the rules you break (TRB)
The 3 levels of financial independence (FS)
Follow the Money (Of Dollars & Data)
Some stuff I am reading today morning:
HDFC Bank market cap crosses 5L Crores (Mint)
GST Council cuts tax rates on 49 items (FE)
Stock Talk: Fiem Industries (MC)
Stock Talk: Royal Orchid Hotels (Abhishek Basumallick)
IDFC Bank finds itself a new suitor (IIAS Advisory)
Parabolic moves don’t end up going sideways (Macro Tourist)
Will you know what to do when stocks fall? (DR)
Zen and the art of tail risk recognition (Deal Breaker)
Risky Business (Morgan Housel)
Owning yourself (A VC)
Some stuff I am reading today morning:
Sensex crosses 35,000 as Govt moves to contain fiscal deficit (Mint)
Centre mulls 100% FDI in private banks (BS)
SEBI to limit retail participation in F&O market (MC)
GST rates of 70 more items likely to be cut (Rediff)
How Mohan Bros planning to take back Old Monk to its iconic status (ET)
Interview with S Naren (Morningstar)
RITES files IPO papers with SEBI (BL)
Ruia family may have found a way to bid for Essar Steel (Quint)
Silly SEBI statutes (Amit)
On Portfolio Sizing (Abhishek Basumallick )
Some stuff I am reading today morning:
Smallcaps/Midcaps collapse post Uday Kotak’s warning (BL)
Patanjali plans to overtake HUL by next year (ET)
Federal Bank-Near term weakness an opportunity? (MC)
Interview with Charandeep Singh, Girik Capital (Morningstar)
Why Danone shut its Dairy arm in India (Quint)
Why foreign banks are going slow in India (Rediff)
Buy after 20x in a year (Amit)
Stock Talk: Scooters India (Gaurav)
The elements of entrepreneurship (Seth Godin)
The bubble that could break the world (DR)