Some stuff I am reading today morning:
Last address of Azim Premji as Executive Chairman (MC)
DHFL lenders ready for haircut (ET)
Rooftop solar players shut shop (FE)
The perils of NCLAT’s verdict in Essar Steel (Latha Venkatesh)
Reliance Industries may bid for RCom in bankruptcy (BT)
Indigo fight intensifies (Mint)
India’s hydroponic farmers (Forbes)
How I invest my own money (TRB)
The best way for investors to minimize risk (Michael Burry)
On ESG Investing (Prag Cap)
Some stuff I am reading today morning:
Investors flee debt funds (BS)
Credit dries up for real estate developers (ET)
Realty: Affordable is ‘unaffordable’ (DNA)
Indian Exports fall (Mint)
Embarrassment for United Breweries (BT)
Govt to split GAIL (Rediff)
HDFC Life Sanchay Plus : A guaranteed trap (Basu Nivesh)
ITR Filing Mistakes to avoid (Fin Gyan)
Drawdowns: The price of admission (Nick Maggiulli)
Klarman, Buffett and beating the markets (Live Wire Markets)
Some stuff I am reading today morning:
Why DHFL fears it may not survive (BS)
India’s overseas debt plan is full of risks (Raghuram Rajan)
Dow Jones hits all time highs (CNBC)
NHAI plans Land Acquisition tax (ET)
Indigo Promoter fight worsens (Mint)
Stock Talk: Garden Reach Ship Builders (Value 2 Wealth)
India’s Chief Harakiri Officers (Varadharajan)
The new Wealth Managers (Subramoney)
The Investing Meta Game (Geoff Yamane)
Bank Nationalization- The Original Sin? (D N Ghosh)
Some stuff I am reading today morning:
Gold price hit all time high in India (FE)
Did Indigo mislead investors? (Mint)
Adani’s new ‘big money maker’ plan (BS)
KPR Mills cancels buyback (ET)
FDI Cap in Insurance Companies likely to be 74% (MC)
Company Profile: Team Lease (OB)
Interview with Bhushan Kumar, T Series (BT)
How to find opportunities in Micro Caps (AM)
Interview with Michael Maubooussin (Farnam Street)
Is your information any useful? (TRB)
Some stuff I am reading today morning:
No rollback on surcharge on FPI trusts (BS)
Indigo shareholder pact to be checked by Govt (Mint)
If it moves, tax it (Andy Mukherjee)
The Damocles Sword of public float (Ventura)
The Ultimate Hypocrite: Robert Kiyosaki (College Investor)
Govt identifies ONGC,NTPC, GAIL for giving up direct control (BT)
The five principles of good capital allocation (Michael Mauboussin)
Going the Distance (Guy Vidra)
Disney won the movie business. Now what? (Buzz Feed)
Business Model Innovation (A VC)