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Links

Linkfest: 11 October, 2019

Some stuff I am reading today morning:

Singh Brothers arrested (BS)

Online Food Delivery may touch $12.53 Billion by 2023 (FE)

What made Talwalkars so unfit for shareholders & lenders (Sucheta Dalal)

Jewellers may miss Diwali sparkle this year (Rediff)

Stock Talk: BEML (Mint)

What should I do with my holding in Piramal Enterprises? (Candor Investing)

Observations on the Essel Mess (MF Critic)

How to spot the liar in the boardroom (Saurabh Mukherjea)

The insider story of Equis & its partners’ $800 Million Bounty (Euro Money)

The 100 Richest Indians (Forbes)

Categories
Links

Linkfest: 10 October, 2019

Some stuff I am reading today morning:

RBI rejects merger of Indiabulls Hsg Finance with LVB (BS)

Jio signals an end to the tariff war (Mint)

Equity Fund inflows fall (FE)

Tough decisions ahead for RCEP (BT)

Startup: Drunken Monkey (Forbes)

Company Profile: United Spirits (OB)

Interview with Joel Greenblatt (AM)

How am I different from 90% of the fund managers (Buffett)

The Unicorn Barn is on fire (Prof Scott Galloway)

Ivy League Endowments make the same old mistakes (Barry)

Categories
Links

Linkfest: 09 October, 2019

Some stuff I am reading today morning:

Amazon, Flipkart sales generated 19,000 Cr in 5 days (ET)

India moves forward on RCEP talks (FE)

RSS Chief Mohan Bhagwat on the Economy (MC)

Faceless tax e-assessment begins (Rediff)

Foreign Investors keen on InvITs, REITs (ET)

Hacks for investors in a stalling economy (Mohit Satyanand)

Stock Talk: Chemcrux Enterprises (Dhruva Pandey)

The illusion of understanding (Daniel Kahneman)

What’s your delta? (Nick Maggiulli)

Cards (A VC)

Categories
Links

Linkfest: 07 October, 2019

Some stuff I am reading today morning:

Yes Bank woos tech majors (Mint)

Why factories leaving China are not going to India (ET)

Shenanigans at Cummins India (Multi Act)

Is PMAY responsible for auto slowdown? (Wire)

Alibaba’s Jack Ma : Whistling past the graye yard (AND)

Trader Profile: Sivakumar Jayachandran (MC)

3 Qs before entering a new position (All Star Charts)

WeWork: A gigantic fraud (Scott Galloway)

How Britain stole $45 Trillion from India (Al Jazeera)

Learning Vs Education (Seth Godin)

Categories
Links

Linkfest: 04 October, 2019

Some stuff I am reading today morning:

IRCTC over subscribed by 111 times (MC)

Interview with Rakesh Jhunjhunwala (ET)

RBI’s bias for policy action (Mint)

Spicejet set to become second largest domestic carrier (FE)

India’s real estate crisis intensifies (BS)

Stake sales in MF, Insurance arms hits a wall (Rediff)

Company Profile: SMPP (OB)

Why VCs don’t fund moonshots (Venture Beat)

How Blackstone got started (Institutional Investor)

If you want to change minds (Seth Godin)