Some stuff I am reading today morning:
IPO Review: HDFC AMC (Amit Jeswani)
Two wheeler stocks trade weak (BS)
Dr. Reddys fires hundreds (BL)
Interview with Rakesh Jhunjhunwala (ET Now)
Company Profile: Indigo Paints (Forbes)
Never take any cheque bounce incident lightly (FE)
3 Lessons from Jeff Bezos (Morningstar)
What is your outlook on the market? (Bill Miller)
Reminiscences of a Stock Trader (Fervent Finance)
Inflation in Venezuela expected to hit 1,000,000 % (Zero Hedge)
Some stuff I am reading today morning:
Govt cuts GST rates (DNA)
Circular on ASM Stocks (NSE)
Kotak Mahindra Bank: Rich Valuations (Mint)
25 years of Private Sector Mutual Funds in India (BL)
Cash and Portfolio Rotation (Rohit Chauhan)
Stock Analysis & the illusion of Control (Safal Niveshak)
Stay away from exclusive investing clubs (Subramoney)
A chart every investor should know (Irrelevant Investor)
Lessons & ideas from Ben Graham (Jason)
What makes a great investor? (Andrew Thrasher)
Some stuff I am reading today morning:
No-confidence motion today (BS)
Chidambaram, NSE Chairman chargesheeted in Aircel-Maxis Case (MC)
Rupee ends at lifetime low (ET)
New strict H1-B visa rules (Mint)
Cherry picking fallen angels (OB)
Brokers Vs NSE (BL)
Donald Trump Vs US Fed (BQ)
Gold Bugs Vs Stock Market Bulls (Pension Partners)
The Charms of Magical Thinking (Common Sense)
Interview with the great Peter Bernstein (CNN)
Some stuff I am reading today morning:
No-Confidence Motion on Friday (ET)
Mayhem in mid-caps continues (Mint)
IPO Review: TCNS Clothing (Finception)
Interview with Kumarmangalam Birla (MC)
Interview with Milind Barve, HDFC AMC (BL)
India’s dirty secret is oil market’s headache (BQ)
How Microsoft evolved under Satya Nadella (CNBC)
The World Cup and Investing (Oakmark Funds)
Yield curve indicates recession ahead (Climateer)
A quick primer on 5G (Dani Town)
Some stuff I am reading today morning:
What ails small and midcap stocks (BL)
Contagion fears in EMs (Akash Prakash)
Why Infosys has lost it’s bellwether tag (Mint)
Company Focus: Balaji Telefilms (OB)
Govt pumps in money in 5 PSBs (BS)
Bollywood is the unexpected winner in US-China Trade Wars (ET)
Sulfur may augur an oil shock (Quint)
Investing used to be very easy (Subramoney)
Still easy after all these years (Macro Tourist)
The Humble Express (Reals Martica)