Some stuff I am reading today morning:
Polycab India to list today (ET)
India Post now biggest loss making PSU (MC)
Asia’s tech champions zero in on banking (Reuters)
Stock Analysis: Kokuyo Camlin (Dr. Vijay Malik)
Stock Analysis: Godrej Consumer Products (ViM)
Stock Talk: Hyderabad Industries (Big Investor)
Sectoral Charts: Auto (Nooresh)
Interview with Michael Batnick (AM)
Uber’s coming out party (Aswath Damodaran)
Generating alpha using the Cash Conversion Cycle (AA)
Some stuff I am reading today morning:
Metropolis Healthcare to debut today (MC)
FPIs stay bullish on Indian markets (BS)
JSPL Vs Jagatramka (BL)
Thoughts on the FMP Fiasco (MF Critic)
FMP & debt markets (Subramoney)
SME IPOs : The dark underbelly of Indian Stock Market (Finception)
10 Learnings from acquiring Satyam (C P Gurnani)
Annual Letter to shareholders (Vallum Capital)
Why David Swensen is the Roger Federer of investing (II)
Exercise makes you happier than money (Business Insider)
Some stuff I am reading today morning:
Concerns over India’s GDP data (ET)
Allow IHH to make open offer for Fortis (BS)
16 Stock Picks for 2019 (RJ)
Stock Talk: Delta Corp (MC)
Rant : On the FMP Crisis (Manoj Nagpal)
To be a good investor (Subramoney)
The Life Cycle of Wealth (Common Sense)
Investment Strategy in an uncertain world (Alpha Architect)
Disney Vs Netflix (CNBC)
Jeff Bezos 2018 Letter to Shareholders (Amazon)
Some stuff I am reading today morning:
Troubles in FMPs (Mint)
Whistle Blower alleges Deloitte fudged IL&FS accounts (MoneyLife)
Stock Talk: Godrej Agrovet (BS)
Mutual Fund SIP collections up 38% in FY19 (MC)
Interview with Siddharth Sedani (ET)
Shivinder Singh misled SC about ‘Sanyas’ (BT)
The stocks manage themselves (Common Sense)
Lessons from 5 Crashes (Humble $)
When Gambling seems like a good investment strategy (NY Times)
On the ‘Spend Dividends Only’ strategy (Retirement Cafe)
Some stuff I am reading today morning:
Vodafone Idea’s 25,000 Cr Rights issue opens today (FE)
Mukesh Ambani’s real estate plans (ET)
Why Ola turned down a $ 11 Billion deal with Softbank (BL)
22 Companies to watch out for (Morgan Stanley)
India is winning (Monika Halan)
The story of Astral Pipes (Forbes)
Company In Focus: Bharti Airtel (OB)
Four Observations (Seth Klarman)
How to use ‘Reverse Market Cap’ to generate excess returns (AM)
How Good Science can weed out Bad Managers (Institutional Investor)