Some stuff I am reading today morning:
US-China trade war intensifies (CNBC)
Bumper profits at TCS (BS)
Sivasankaran Vs Cyrus Mistry (BT)
Letter to Investors (Alpha Invesco)
How to disclose capital gains in your IT return (Mint)
Simple Momentum (Michael Batnick)
Spending Deferred (Humble Dollar)
Wealth is what you don’t see (Fervent Finance)
From Trade War to 3rd World War? (SCMP)
A 1991 Seth Klarman’s Interview (Barrons)
Some stuff I am reading today morning:
NCLT ends Mistry challenge to Tata (Mint)
How the private sector has stalled India’s reforms (T Ninan)
Why road construction stocks are struggling (BL)
Baffling trades in ICICI Securities (MF Critic)
Interview with Ashwini Agarwal (ET)
3 Bucket framework to investing (Janav)
Lessons from Josh Wolfe (25IQ)
3 pieces of advice from John Bogle (Morningstar)
9 essential conditions to commit massive fraud (TRB)
Buffett cashes out on his puts (Zero Hedge)
Some stuff I am reading today morning:
Equity Fund inflows drop (Quint)
Why global investors are adopting a ‘wait n watch’ policy (FE)
What to expect in Q1 2018 results (Mint)
Samsung builds world’s biggest mobile factory in Noida (ET)
Conversion of unlisted shares into demat form (BL)
Why your family jeweller is losing out (Rediff)
SME Stock: OmFurn (Dhruva Pandey)
Stock Talk: Kitex Garments (RJ)
Tweet: Biyani made money for shareholders after all (The Unprofessor)
Cheap Shower Curtains (Seth Godin)
Some stuff I am reading today morning:
Mukesh Ambani’s plans to double the size of RIL (BS)
Iran threatens to shut down the Strait of Hormuz (CNBC)
What I learnt in my investing journey (Rakesh Jhunjhunwala)
Monsoon and it’s thoughts on investing (Safir Anand)
Property Review: Godrej Elements Hinjewadi (Ravi)
2018, the year real estate died (Mint)
Can Netflix beat Bollywood? (ET)
Red Bull in India (Forbes)
Immeasurably Important (Mogan Housel)
Vijay Kedia’s Song (You Tube)
Some stuff I am reading today morning:
Govt needs to sell stake of over 25,000 Cr by Aug 21 (Rediff)
In defense of Naren (Subramoney)
Why SEBI’s advice to ICICI Pru MF is troubling (Mobis)
Shriram Transport Finance tanks (BS)
Company Profile: Avendus Capital (Forbes)
What to do if you are holding Bitcoins in India (BQ)
Computation of tax on F&O trading (One Mint)
Your focus should be on risk, not reward (Fortune Financial)
Boring is good (Mullooly)
How markets work (Peter Lazaroff)