Some stuff I am reading today morning:
Thread: On HDFC Bank (Gordon DSouza)
Supreme Court bans construction in 3 States (BQ)
Why Dena Bank officials were looking for Modi for 32 years (FE)
Interview with Gokul Raj (Sum Zero)
Saurabh Mukherjea’s Stock Picks (RJ)
On Distributor Commissions (MF Critic)
Buy what you know (Humble Dollar)
How to retire in your 30s with $1 Million in your bank (Mint)
Peak Silicon Valley? (A VC)
Passive Income is a bullshit internet dream (Gary Vaynerchuk)
Some stuff I am reading today morning:
Govt running out of tricks to keep Air India flying (ET)
Wealth managers emerge as links between VCs & Capital (Mint)
How Nirav Modi committed India’s largest bank fraud (BS)
Honeywell: Connecting the Dots (OB)
IndusInd Bank: A cut above (Forbes)
Is the “Melt-Up” Back ? (Daily Reckoning)
Shorting can make you lose 99.79% of your money (Charles)
Why doesn’t the stock market care about the news? (CS)
The negatives of early retirement life (Financial Samurai)
Atoms & Bits (A VC)
Some stuff I am reading today morning:
Demonetization: 99.3% notes back (Mint)
Adani buys Mumbai Power Distribution Business (BS)
Fresh visa woes for Indian IT (MC)
Electrosteel: One Stock, Two Prices (BQ)
Minda Industries: Trend Spotter (OB)
3M India: Dial M for efficiency (Forbes)
The Stock Market is shrinking (NY Times)
Negative headlines as value investing opportunities (AM)
Waiting for the market to crash is a terrible strategy (SVRN)
Being public (A VC)
Some stuff I am reading today morning:
Bad news for Derivatives Investors (BQ)
SBI to sell 3.9% stake in NSE (MC)
UTI issue resolved amicably (BL)
How Paytm CEO clinched the deal with Buffett (ET)
Road Sector stocks fall (FE)
Info Edge: Cash Machine (OB)
Interview with Mohnish Pabrai (ET)
Learning from Soros (Morningstar)
On free Direct Mutual Fund portals (Free Fincal)
Not adding any value (Subramoney)
Some stuff I am reading today morning:
Berkshire Hathway confirms investment in Paytm (CNBC)
BMC now allows events at NESCO (TOI)
On Bandhan Bank’s bid for PNB Housing (ET)
Games Indian Banks play (Andy Mukherjee)
The policy maker Vs the promoter (FE)
Why petroleum dealers are angry with the Modi Govt (Rediff)
Stock Analysis: Bodal Chemicals (Dr Vijay Malik)
Wabco India: Brake Point (Forbes)
Of investment advice and advisors (Bala)
Who’s afraid of Abby Johnson of Fidelity (Boston Mag)