Some stuff I am reading today morning:
How PayTM killed its eCommerce dream (ET)
How Satya Nadella remade Microsoft (Bloomberg)
JSW enters paints business (Mint)
Stock Pick: Aavas Financiers (Gautam Trivedi)
Interview with Ujjivan Founder Samit Ghosh (Fortune)
DLF: Plotting a revival (BT)
LLoyds of London is facing a perfect storm (GCaptain)
Buffett on buying a basket of stocks in a sector (AM)
The quest to find companies with moats (Economist)
4 Overlooked Investment Decisions (Common Sense)
Some stuff I am reading today morning:
April GST collections at new high (BS)
IL&FS seeks punitive action against Deloitte, BSR (ET)
‘Super App’ to place Reliance Jio in pole position (Mint)
Car sales skid (Rediff)
JSW’s power play (Fortune)
Analysis of Fairfax India’s holdings (Krishnaraj Venkataraman)
Stock Pick: Maruti (Gautam Duggad)
Godrej Vatni- India’s Swadesi Soap (Print)
Mobileground India: The Chinese Invasion (Forbes)
Followership (A VC)
Some stuff I am reading today morning:
Yes Bank stock may face pressure (ET)
Five Core Promoters are absconding (Money Life)
Analjit Singh offers exit to Max shareholders (Mint)
Stock Pick: Grauer & Weil (ArunaGiri N)
Stock Talk: HDFC Life (MC)
Stock Talk : NELCO Ltd (EEE)
See you in the machine (Macro Tourist)
How many stocks should you own in your portfolio? (Intrinsic Investing)
Using emotions to your advantage (Microcap Club)
Bill Ackman thanks Buffett for his fund’s turnaround (Yahoo)
Some stuff I am reading today morning:
Maruti to phase out diesel cars (BT)
Google Trends indicate Modi sweep (DC)
NSE hikes F&O margin by 300% (BL)
Hotel Leela Venture deal under scanner (FE)
Parag Milk: Whey to go (Forbes)
Stock Talk: Engineers India (OB)
Inox: Blockbuster success (Fortune)
Why buying options for investment is difficult (AM)
10 reasons why I prefer a cheap car (Retire By 40)
You played yourself (Morgan Housel)
Some stuff I am reading today morning:
Reliance 3.0 (ET)
June 21, 2019 is the D-Date for eWay Bills (BS)
The story of India Telecom (Nooresh)
What stopped the last 12 bull runs (CNN)
The problem with most financial advice (Nick Maggiulli)
Retiring is a luxury (Subramoney)
One way to beat the market (Charlie Munger)
Most newspapers are ‘toast’ (Warren Buffett)
Studying the financial mistakes of your parents (Pete)
The Paradox of Skill (Morningstar)