Some stuff I am reading today morning:
Indigo IPO opens today (Mint)
HDFC Life IPO likely in 2016 (FE)
IPO Review: S H Kelkar (My Investment Ideas)
The unending itch to do something (Bala)
Satisfying your activity addiction (Common Sense)
Information is the key to stock picking (VRO)
Investing debates are settled with actual money (Barry)
Howard Mark’s latest memo (Market Folly)
Where were you when the Alpaca bubble burst (Climateer)
Reinventing the company (Economist)
Some stuff I am reading today morning:
Why paying up can cost you (Tankrich)
SEBI mulls mandatory dividend policy for listed companies (ET)
Diversify your retirement income streams (Mint)
IPO party on,but investors are not grooving yet (FE)
IPO Review:Indigo Airlines (MyInvestmentIdeas)
7.43% REC Tax Free Bonds (MyInvestmentIdeas)
On the hunt for the financial free lunch. Don’t (WP)
On the ride sharing business (Aswath Damodaran)
Why is art expensive? (Priceonomics)
Nobody cares how hard you work (99u)
Some stuff I am reading today morning:
Over 75% real estate projects are non-starters (FE)
Rakesh Gangwal lays out the vision for Indigo (Mint)
OMC stocks wilt (ET)
Nobel Prize Winner says India is faking its economic data (WSJ)
Market musings (Bala)
Taxes are why long term passive is better than short term trading (Prashant)
Invest like a hedge fund manager (ETF)
Who on Wall Street is losing on the oil trade (Wolf Street)
Daniel Kahneman on intuition (Compounding My Interest)
A guide to equity investment (Colaco & Aranha)
Wishing all readers a Happy Dussehra.
Some stuff I am reading today morning:
Sovereign wealth funds sell Indian stocks (ET)
Debt continues to weigh down on India Inc (Mint)
Centre may halve Coal India OFS (FE)
Buyback famine in the markets (VRO)
Mission Impossible:Beating the markets over long periods of time (AA)
Making sense of long term returns (CFA)
The difference between a portfolio manager and portfolio management (Common Sense)
12% a year in stocks (Bill Bonner)
Apple’s Tim Cook:Massive change is coming to car industry (Recode)
Saudis risk going broke in 5 years (Bloomberg)
Some stuff I am reading today morning:
VCs scramble to cash in on the fintech boom (Mint)
Spreading cash like manure (OB)
PE investors sell as NSE delays IPO (ET)
Arvind:On the path of reinventing itself (VRO)
Investment lies we tell ourselves (Subramoney)
Individual Bonds Vs Bond Funds (Common Sense)
12 Startup lessons Steve Jobs taught me (Big Picture)
The ‘Get my Shit together’ afternoon (Medium)
How to be a quant (Turing Finance)
The Collected Wisdom of Seth Klarman (Scribd)