Some stuff I am reading today morning:
IPO market heats up (MC)
FPIs selling like crazy (BL)
How banks are messing up Jan Dhan Yojana (ET)
Why are interest rates hardening? (Tamal)
Secret Diary of Harsh Mariwala (OB)
Walmart’s Flipkart gambit (Aswath Damodaran)
One little habit can get you half a million (Chris Reining)
Why Buffett says ‘run a lousy business’ (CNBC)
How my success led to my fall (Whitney Tilson)
The Pygmalion Effect (Farnam Street)
Some stuff I am reading today morning:
Survey shows 47% people don’t want Modi in 2019 (MC)
PSU Bank losses are a record 50,000 Cr in Q4 (TOI)
No acche din for PSU stocks (BL)
Dead end to Mumbai’s International Finance Centre (ET)
Bollywood’s love story in China (Mint)
Fight between NSE & SGX worries investors (Quint)
Why Jet Airways has hit an air pocket (Rediff)
Nightmare for UP’s sugar mills (Rediff)
On Stock Prices (TRB)
Beware of Value Pretenders (Seth Klarman)
Some stuff I am reading today morning:
An Emerging Market Crisis? (Quint)
Truncated Fortis Board to consider all bids (ET)
More Questions for Kotak AMC (MF Critic)
Saregama Carvaan: Musical Time Machine (OB)
How TTK Prestige was saved from bankruptcy (ME)
3 Controversial investing strategies (Morningstar)
Edge+Discipline=Alpha (Mystic Wealth)
Goldman Sachs bet on volatility pays off (CNBC)
Fee Structure of Buffett’s first investment partnership in 1956 (ValueWalk)
Before & After (Seth Godin)
Some stuff I am reading today morning:
Tata Steel is at an exciting inflexion point (ET)
Brokers oppose trading hours extension (MC)
Gas Stocks: Fuel for the future (OB)
Are the good times over for balanced funds? (FE)
Exit at the top, Enter at the bottom strategy (80-20 Investor)
The great moat debate (Intrinsic Investing)
Borrow…if you dare (Of Dollars & Data)
The Silicon Valley tech bubble may burst (CNBC)
$100 Oil is one explosion away (DR)
Congress party is facing a financial crisis (Quint)
Some stuff I am reading today morning:
What’s roiling the rupee? (Hindu)
Many dining companies shut shop (ET)
End of the road for Patanjali? (Mint)
Interview with Vetri Subrmaniam (Morningstar)
Interview with Shankar Sharma (Rediff)
Tyre stocks skid (BL)
Company Profile: Avanti Feeds (OB)
Fortis Directors deserve a discharge slip (Quint)
Mental accounting & spinoffs (See It Market)
Fat tails & thin ice (Jason Zweig)