Some stuff I am reading today morning:
IPO Review: RITES (ET)
A Master Class on India’s Hotel Industry (Lemon Tree Conference Call)
Indigo’s LHLC plans (FE)
Concerns on DMart (BS)
Info Edge’s biggest edge (Forbes)
A Qute option for Indian roads (Rediff)
Sab Bhav Ke Khiladi Hain (Neeraj Batra)
Investor Profile: Manu Bhatia (MC)
Lessons from a momentum fund manager (Morningstar)
The #1 Rule in Investing (Pension Partners)
Some stuff I am reading today morning:
Sector: Hotel Stocks (MC)
Emerging Markets lose favour (Mint)
NSE to list this year (BL)
Carlsberg should pour that IPO now (Quint)
Secret Diary of Deep Kalra (OB)
End of the road for MobiKwik? (ET)
The business of the FIFA World Cup (CNBC)
What lunch with Buffett taught me (Guy Spier)
Your risk tolerance is an illusion (Financial Samurai)
Repeating themes (Morgan Housel)
Some stuff I am reading today morning:
Fed raises rate, signals more hikes (Quint)
Layoffs at Tech Mahindra (MC)
Govt clears HDFC Bank’s fund raising plan (ET)
Real estate lessons from Greater Noida (Mint)
Bosch in India (Fortune)
Startup: Droom (Forbes)
Netflix Vs Rest of Media (CNBC)
Why momentum investing is a contrarian approach (Ivanhoff)
The Valuation Obsession (A VC)
Will you leave an inheritance? (Subramoney)
Some stuff I am reading today morning:
TCS may buy back shares worth 10,000 Crores (TOI)
Look where Indian HNIs are parking their money (ET)
Further RBI rate hikes likely (Mint)
Govt mulls selling 100% stake in Air India (BS)
The rise and fall of Alok Industries (Quint)
Company Profile: Parle Products (OB)
VC Fund: Saama Capital (Forbes)
Scheme mergers are costlier than you think (MFCritic)
When do you average down? (Bronte Capital)
Podcast: Value Investing in India (Malabar Investments)
Some stuff I am reading today morning:
Trump on India’s tariffs (BS)
Eight Charts: India Ascendant (CFA Institute)
Tata Steel-Thyssenkrupp deal in trouble (Mint)
Stock Talk: CDSL (MC)
JLR gets ready for electric era (Quint)
Turbulence in the aviation sector (Reuters)
Reduction of Capital: Sagar Soya (M&A Critique)
Company Profile: Veeba Foods (OB)
Chairman’s Letter to shareholders (Jamie Dimon)
Experience is over rated (Common Sense)