Some stuff I am reading today morning:
$15 Trillion of Bonds have negative yields (Economist)
Indiabulls promoter to cede control after LVB merger (ET)
DHFL says it may default (FE)
2019 a year of discontent for India Inc (Rediff)
Auto dealers in bad shape (Mint)
Company Profile: Ashok Leyland (Forbes)
The 7 deadly sins of investing (Barry)
The investing wisdom of Bill Nygren (Morningstar)
Gold in the portfolio (AM)
Streaks (Seth Godin)
Some stuff I am reading today morning:
Alpha Ideas 20 20 Presentation: Deepak Nitrite (Rikeen Dalal)
Repo rate at 9 year low (BS)
Affle India to list today (MC)
Mahindra SOS to Govt (Mint)
New IBC amendments come under SC scanner (ET)
Indigo fight worsens (FE)
Gold surges over $ 1500 (CNBC)
On the Asset Management Business (Subramoney)
An idiot could diversify a portfolio (Charlie Munger)
Reserves (A VC)
Some stuff I am reading today morning:
Alpha Ideas 20-20 Presentation: Tata Steel (Sanjeev Pandiya)
All eyes on RBI today (Mint)
Interview with Raamdeo Agrawal (ET)
Turbulence at Indigo (FE)
Jewellers return to unorganised sector (BS)
1 Crore reward for informers of insider trading (Rediff)
Stock Analysis: Cyient Ltd (Dr Vijay Malik)
Why investing is much like reporting (Warren Buffett)
Profiting from random strategies (Climateer Investing)
What kind of imbecile is buying/selling on sell side recommendations? (TRB)
Some stuff I am reading today morning:
Alpha Ideas 20 20 Presentation: Unichem (Sarvesh Gupta)
US designates China as a ‘Currency Manipulator’ (CNBC)
China suspends purchases of US farm products (SCMP)
Rupee suffers biggest fall in 6 years (ET)
Reliance liabilities jumps to $65 Billion (FE)
FM plans sector specific steps to alleviate woes (BS)
Real estate slump may not be over yet (Mint)
Flipkart ‘beaten’ by govt e-commerce platform (Rediff)
Why the stock market must go down (TRB)
Learning from Charlie Munger (Safal Niveshak)
Some stuff I am reading today morning:
Alpha Ideas 20 20 Presentation: DMCC (Rohit Balakrishnan)
Spandana Sphoorty IPO opens today (MC)
India tumbles out of $2 Trillion Market Cap Club (ET)
How a shadow banking crisis is hurting auto sector (BS)
SBI seeking divine intervention (Mint)
Notes from India Wealth Management Conference (Subramoney)
New growth model for Indian Pharma (OB)
Best tax free Bonds 2019 (Basu Nivesh)
Latest Memo: On the other hand (Howard Marks)
Munger and Icahn make oil investing easy (Advisor Perspective)