Some stuff I am reading today morning:
The 70,000 Cr ticking time bomb (ET)
The Mutual Fund Business is booming (BS)
Paytm’s losses exceeds revenues (Mint)
IndiGo pips Air India on international routes (Rediff)
On Dividend Stocks (OB)
Pharma cos cheer good monsoon (MC)
Why positive cashflow matters (A VC)
You better love this (Morgan Housel)
Do Ben Graham’s Net-Nets still work? (Alpha Architect)
3 Secrets to Value Investing (Seth Klarman)
Some stuff I am reading today morning:
FPIs keep selling (BS)
WestBridge invests in Vini cosmetics (ET)
Healthy gains for Indian pharma cos (Mint)
Notes from Hatsun Agro AGM (Anand Mohan)
Whatever happened to Six Sigma? (Oliver Staley)
Fake branded gold bars roiling gold market (Reuters)
Let’s watch Softbank’s Venture Capital plunge (Capitalist Exploits)
The hedge fund that wasn’t (Institutional Investor)
Life Lessons from Keshub Mahindra (Wharton)
What I learnt from losing $ 200 Million (Bob Henderson)
Some stuff I am reading today morning:
India Bulls Housing Finance : Another PIL (BSE)
Reliance Jio launches wired broadband (Mint)
Sun Pharma confirms SEBI forensic audit underway (MC)
Bajaj Finance to sell shares worth $ 1 Billion (ET)
JSW Steel takes over Bhushan Power & Steel (FE)
Recovery of PSU stocks may be short lived (Mint)
India’s Craft Brew revolution (Forbes)
Chinese shoppers embrace facial payments (ATimes)
Short Investing Beliefs (Morgan Housel)
One simple trick (Seth Godin)
Some stuff I am reading today morning:
RBI’s move to ensure transmission of monetary policy (BS)
How a SEBI circular can lead to market selling (BL)
Why demand for power is surging in India (Mint)
Reliance Naval running out of time and cash (ET)
Cement demand may crash (FE)
Steel makers to have a poor Q2 (ET)
Stock Talk: Solara (MC)
PPF beats Mutual Funds over 5 years (Mint)
Structured Notes: Exploitation of Retail Investor (Larry Swedroe)
Some thoughts on Crypto (A VC)
Some stuff I am reading today morning:
9,300 Cr for IDBI Bank (Mint)
Will jewellery stocks lose sheen? (BS)
Interview with Deepak Parekh (MC)
Interview with Siddharth Khemka (ET)
How the Indian music industry makes money (Forbes)
Radio Industry in India is struggling (OB)
SocGen’s Newsflow indicator signals a crash (Zero Hedge)
Trade War drives ‘innocent’ Asian nations to recession (BBC)
Expected real returns are scarily low (Mr Zepczynski)
Gold in real terms (Barry)