Tag: linkfest

Some stuff I am reading today morning :

Concerns over list of Investors of Yes Bank (Mint)

$ 14 Billion loans to builders under severe stress ( BS )

NCLT admits DHFL for bankruptcy proceedings ( ET )

Foreign Investors bring cheer to Equity Markets ( FE )

Thoughts on NPA ( Jana)

Which PSU stocks should investors buy? (OB)

Is EPF/PPF alone sufficient for retirement planning? ( Free Fincal )

The Chart Albert Edwards is watching ( Zero Hedge)

How to read ( Morgan Housel )

Notes on Vinod Sethi’s session at Value Investing Pioneers (CFA Society)

Some stuff I am reading today morning:

Telcos up rates by 40-50% (ET)

Karvy crisis deepens (Mint)

India’s fertilizer drain: Urea of darkness (FE)

GST Collections in Nov cross 1 Lakh Cr (BS)

The great Indian counterfeit market (Outlook)

The fake Indian trading geniuses on Twitter (Passive Fool)

The delusion of Alpha (Index Heads)

Presentation: Learnings from my investment career (S Naren)

Trader Profile : Vishal Mehta (MC)

Video: Global Macro in an uncertain world (Dr. Amlan Roy)

Some stuff I am reading today morning:

Reliance becomes first Indian co to hit 10 Lakh Crore market cap (Rediff)

Indian financial sector stuck in real estate quicksand (Asia Nikkei)

Sector Focus: Telecom (BS)

Startup Focus: Udaan (Forbes)

Inteview with Hiren Ved (Morningstar)

Presentation: Mega Trends & Leadership (Utpal Sheth)

There’s always a bear market somewhere (Fortune)

2 Investing Lessons I have yet to learn well (Mohnish Pabrai)

Secret Diary of Ravi Venkatesan (OB)

Cash Management in Startups (A VC)

Some stuff I am reading today morning :

Modi’s labour reform push ( ET )

RBI sounds warning on Mudra loans ( Mint )

Steel sector may face disruption ( BS )

Bearings collusion by SKF, Schaeffler, Tata Steel units ( Reuters )

Stock Talk : PSP Projects ( Value Hunter )

Reliance Naval : 1,000% jump in 11 weeks ( BT )

Prashant Jain’s ESOPs now worth 343 Cr ( MC)

True wealth is far more than just financial success ( Kaushal Majumdar )

Buffett’s blunder : Not investing in Microsoft ( AM )

No more Gurus ( Morgan Housel )

Some stuff I am reading today morning :

How Rana Kapoor made 20 Billion to loans of 60 Billion to Indiabulls Group ( OB )

Axis Bank, Stan Chart CEOs face NCLT heat ( ET )

Last nail in the capex coffin ( Mint )

Sector Watch : Real Estate stocks ( BS )

The great cost compression in financial services ( Naked Beta )

Does Value Investing work in India? ( Aarati Krishnan )

Bull Headed ( Humble Dollar )

Secret Diary of Y V Reddy (OB)

Making sense of the New Capitalists ( Haresh Chawla)

How Crypto Queen Ruja Ignatova scammed the world ( BBC )