Some stuff I am reading today morning :
India – US trade talks hit a wall ( ET )
Sun Pharma on regulatory radar ( Mint )
PSU Bank Index at 4 year lows ( BS )
Can Kavin Bharti Mittal save Hike? ( Forbes )
Foundries in Coimbatore ( OB )
How much return will I get? ( Subramoney )
30% IRR nonsense ( Anand Sridharan )
Avoid the Zeros ( Nick Maggiulli )
When does investing become speculation ( Morningstar)
Being in the flow ( A VC )
Some stuff I am reading today morning :
Vodafone Idea on the brink ( BS )
Reliance to consolidate media & distribution under Network18 ( MC )
SEBI tightens norms for investment advisers ( Mint )
Fast track issuance for InvITs ( FE )
Oyo has some big problems ( ET )
Misselling of Edelweiss AIF ( Ashish Agrawal )
How to screen stocks ( Niteen S Dharmawat)
The NMC Healthcare disaster ( BB )
The Oldest Company in every country ( BF )
The Warren Buffett era of investing is over ( CCN )
Some stuff I am reading today morning:
Telcos likely to pay AGR dues today (BS)
Calcutta HC wants to revoke banking license of Bank of Baroda (BS)
Plans redrawn to end City Distributor’s monopoly (ET)
Why the House always wins in Goa (Mint)
Trader Profile: Rakesh Pujara (MC)
How wealth endures (Gordo Byrn)
The Easily Misunderstood Yale Model (Institutional Investor)
There’s a wall of cash ready to buy US Treasuries (Yahoo)
20 years of owning Berkshire Hathaway (Rational Walk)
Apple Watch outsold the entire Swiss Watch Industry (CNBC)
Some stuff I am reading today morning:
IRCTC valuation goes off the rails (Mint) (My soundbite here)
DMart’s OFS to open today (BS)
Supreme Court to hear telco’s plea on AGR today (ET)
Page Industries’ results show why high valuations are not justified (Mint)
Bicycle Industry in Ludhiana (OB)
Only 2,200 professionals declared income above 1 Cr (MC)
How will Coronavirus affect your portfolio (Of $ and Data)
Notes from Charlie Munger’s 2020 Daily Journal Meeting (Seeking Alpha)
Manage risk by diversifying your diversifiers (AM)
What would you put in a 100 year portfolio? (RCM Alternatives)
Some stuff I am reading today morning :
IIP, CPI data indicate no green shoots ( Mint )
Govt makes tax dispute resolution more attractive ( BS )
How MFIs are handling the Assam crisis ( ET )
Struggling Yes Bank delays Q3 results ( MC )
Amul’s diversification strategy ( OB )
SBI is now India’s largest fund house ( ET )
Bajaj Housing Finance aims at a 1 Trillion Rupees Book ( Congencis )
Will PPF lose sheen without tax benefits ? ( Mint )
Why does a company’s stock price fluctuate so wildly ( Joel Greenblatt )
The coming Green Bubble ( Macro Tourist )