Tag: linkfest

Some stuff I am reading today morning :

Supreme Court rejects AGR review plea ( BS)

Jio becomes largest telecom player of India ( MC )

CBI files criminal case against Adani Enterprises ( Mint)

Stock Talk : GE Shipping ( ET)

Interview with Sameeksha Capital’s Bhavin Shah ( You Tube)

The unusual persistency of the S&P 500 rally ( QE)

Stock Ownership in the USA ( Barry )

Big Tech is worth over $ 5 Trillion ( CNBC)

The real key to making money in stocks ( Crossing Wall Street)

Nobody makes money like Apollo’s Leon Black ( Bloomberg )

Some stuff I am reading today morning :

Jeff Bezos bets on ‘Indian century’ ( BS)

Govt mulls changes to LTCG ( ET )

Indian aviation flies into the perfect storm ( Mint)

Competition Commission orders probe against Asian Paints ( Money Life)

Indian smallcaps – Rogue Motel or Golden Opportunity? ( Sonaal Kohli )

Shut down small savings schemes ( Subhash Chandra Garg)

Consulting framework for Investment Advisors ( SEBI)

The Markopolos Method ( 2Point2 Capital)

The biggest mistake of my career ( Validea)

Munger : I am not looking for exits, looking for holds (AM)

Some stuff I am reading today morning :

Over regulation is killing the industry ( Rajiv Bajaj)

What India’s bond markets fear ( Mint )

India Vs Malaysia ( BS)

Midcaps and Multi Baggers ( Bala)

Stock Talk : Care Ratings ( Candor Investing)

Stock Talk : HDFC Bank ( Jana)

Visa, Plaid, Networks and Jobs ( Stratechery)

A hedge fund focussed on climate change (Financial Planning )

Risk is what you don’t see ( Morgan Housel )

A retirement case study ( Subramoney)

Some stuff I am reading today morning:

Inflation shock after GDP growth slump (Mint)

BSE, NSE to suspend trading in Coffee Day, CG Power (BL)

India orders antitrust probe against Amazon, Flipkart (Reuters)

Axis Bank: Hollowing out the role of the CFO (Hemindra Hazari)

Can Lodha tower over debt? (Forbes)

Four major risks facing microfinance in India (BT)

OyoMFG (Scott Galloway)

Memo: You Bet (Howard Marks)

Berkshire Hathway’s Circle of Trust (Rational Walk)

Fast (Patrick Collison)

Some stuff I am reading today morning :

Algos are changing India’s markets ( Deepak Shenoy )

REITs, InvITs catches Investors fancy ( BS)

Discoms’ dues rises to 81,000 Cr ( FE)

Should I exit Equities? ( 80 20 Investor)

Sector Watch : Road Stocks ( OB)

The Startup cashing on India’s 1 Trillion $ gold stash ( Bloomberg )

The psychology of passive ( Greenwood Investors)

Top 10 Trends for 2020 ( Ruchir Sharma)

Majority of Bitcoin trading is a hoax ( CNBC)

The End of the Beginning ( Stratechey)