Some stuff I am reading today morning:
Zee claims understanding with Lenders, MFs (ET)
Modi may announce agri package today (FE)
MSCI rejig may cost $1 Billion outflow (BL)
Vodafone Idea’s 25,000 Cr Rights issue (FC)
Siddhartha proposes, IT Dept disposes (BS)
Has Maruti Suzuki lost track? (Mint)
India’s banruptcy reforms languishes in Courts (Reuters)
Survival as a perfomance measure (Ian Cassel)
The most powerful person in Silicon Valley (FC)
My speech at Davos (George Soros)
Some stuff I am reading today morning:
Kochhars got bribes for favouring Videocon (ET)
How Ravneet Gill won the race to the top of Yes Bank (MC)
Linde India’s delisting bid fails (BS)
Will the Centre present a 6th ‘full Budget’ ? (BL)
Mumbai Police issues fresh notices to 300 Brokers (Rediff)
How to use PPF to save 1 Crore (Stable Investor)
10.15% Manappuram Finance NCD (MII)
Bill Miller in the wilderness (Institutional Investor)
Why Everyone else seems to have more money than you (FC)
Short Term Luck Vs Long Term Skill (O’ Shaughnessy)
Some stuff I am reading today morning:
Piyush Goyal named interim Finance Minister (MC)
Vodafone plans $3.5 Billion War Chest to fight Ambani (ET)
Indigo plans global expansion (BS)
The Battle for Essar Steel continues (FC)
Marico: Shifting into second gear (Fortune)
Why the Billionaires at Davos are scared (CNBC)
Pulling in their horns (TRB)
Stock Pickers don’t know how to sell (Barry)
The Biggest Returns (Morgan Housel)
Capitalism & Inequality (A VC)
Some stuff I am reading today morning:
IL&FS heat singes Mutual Fund industry (BL)
Petrol 2 Wheelers face e-Cess (ET)
Investors wary of Prabhat Dairy-Lactalis deal (MC)
Reliance Vs Amazon (BS)
Seth Klarman Letter chills Davos (NYTimes)
Pallonji Mistry trying to sell more assets (FC)
You are not Buffett (Subramoney)
Double your money (TRB)
Best way to short China? (Macro Tourist)
The untold story of a self-made investing millionaire (SN)
Some stuff I am reading today morning:
Modi’s Make In India gets Lockheed boost (ET)
Prabhat sells it’s dairy business (BS)
BOI may come out of PCA this week (FC)
State Bank of India: Performing Asset (Forbes)
Modi to consider cheap loans for small businesses (Reuters)
Nifty P/E Ratio Returns Analysis (Stable Investor)
Is rotation better than index investing? (Mystic Wealth)
The time Jack Bogle set me straight (TRB)
12 things I’ve learned from comedians about money (25IQ)
Charlie Munger on Opportunity Cost (AM)