Some stuff I am reading today morning:
IL&FS dominoes set to bring the house down (DigitalFC)
IPO Review: Aavas Financiers (BQ)
Mega Bank Mergers and future of reforms (Mint)
India’s first REIT offer (BS)
Repairing the PSU Banks (Bala)
Company Profile: Zerodha (Forbes)
20 Lessons from the Global Financial Crisis (Seth Klarman)
Playing the Lottery (Common Sense)
Importance of Strategy Diversification (Charles)
You need time, not timing to earn big returns in stock markets (Ken Fisher)
Some stuff I am reading today morning:
RBI’s rare Sunday statement (RBI)
Modi rolls out Ayushman Bharat scheme (MC)
MF investors suffered losses in 2018 (FE)
Usha Martin’s big surprise (ET)
How Leel Electricals screwed minority shareholders (Evernote)
Why the Modi Govt is the most statist (Raghav Bahl)
Making Mutual Funds less pricey (BL)
Fool me 3 times (Morgan Housel)
A walking contradiction- Warren Buffett (Real Investment Advice)
On the US-China trade war (Andy Xie)
Some stuff I am reading today morning:
NSC,PPF will now fetch 8% (Mint)
33 Executives of ICICI Wealth quit to join WGC (ET)
BSE led power bourse set to disrupt market (BL)
Spring cleaning at India’s private sector banks (BQ)
Company Profile: Bajaj Auto (Forbes)
Company Profile: Rossell India (OB)
Interest rate signals (Subramoney)
Things have changed (Macro Tourist)
Warren Buffett on P/E Ratios (Value Investing World)
Diving Boards (Seth Godin)
Some stuff I am reading today morning:
RBI denies extension to Rana Kapoor (Mint)
BSE,NSE get SEBI clearance for Commodity Derivatives (MC)
Birla’s More Chain goes to Amazon, Samara (Digital FC)
Banks don’t want to lend for road projects (BQ)
Don’t rush to buy PSBs (Rediff)
Investor Profile: Prabhakar Kudva (ET)
Company Profile: VIP Industries (Fortune)
Turbulent times for Indian Aviation (FE)
IT Dept conducts survey operations on Jet Airways (BS)
What does speculation look like (Howard Lindzon)
Some stuff I am reading today morning:
SEBI gives investors reasons to smile (Mint)
RCom’s realty plans (BS)
How did the recent IPOs fare? (MC)
Company Profile: SRF (OB)
Untangling the Mallya web (BT)
Interview with Saurabh Mukherjea (ET)
Going beyond technicalities in investing (Gautam Baid)
The mathematics of maintaining bet size (Albert Bridge Capital)
Is software eating value investing? (Common Sense)
The death of passive management (Institutional Investor)