Some stuff I am reading today morning:
This is India’s cleanest bull market (MC)
The Mid Caps story is nearing an end (Bala)
SBI could become the Air India of Banking (Andy)
Why cement companies are going in for M&As (Mint)
Company Profile: Devi Sea Foods (Forbes)
Goldman bets on a new type of hedging (Bloomberg)
My middle name is danger (TRB)
Is LIBOR a lie? (Taibbi)
Why great family fortunes disappear (Humble Dollar)
Why early retirement isn’t as awesome as it sounds (2 Cents)
Some stuff I am reading today morning:
More ‘shell shocks’ are in store (ET)
Bajaj Finance’s $700M QIP (Mint)
Stocks too are known by the company they keep (BL)
Being a stock picker is just so hard (Barry)
Stock Talk: CSL Finance (RJ)
IPO Review: Apex Frozen Foods (My Investment Ideas)
Tesla shows how traditional business metrics are outdated (HBR)
US Trade War with China begins today (Zero Hedge)
Fire & Fury Time (DR)
How to get mentally prepared for a market decline (Humble $)
Some stuff I am reading today morning:
Cochin Shipyard to debut today (BL)
Hero Motocorp’s success (ET)
Nainital Bank trying to revamp as a Digital Bank (Mint)
Interview with “Grave Dancer” Sam Zell (Value Walk)
Company Profile: Motherson Sumi (OB)
How TK Chandiran created a textile empire (Forbes)
Indian cities to see fastest growth in Asia (Bloomberg)
Why everyone should write (Morgan)
Big Oil will become Big Green (Katusa)
Can Trump win the game of chicken with N Korea? (Zero Hedge)
Some stuff I am reading today morning:
New India Assurance files for IPO (Mint)
Reform loses a Champion in India (Bloomberg)
Indian Banks’ soaring price to truth ratio (Andy)
Vijaypat Singhania is now penniless (ET)
The lament of a Senior Citizen (Bala)
Notes from Edelweiss Investor Day (Amit Jeswani)
How D S Kulkarni cheated everyone (Vijay Kumbhar)
Why income is more important than net worth for financial freedom (FS)
The next bull market is in Lithium (Yahoo)
Valuations-A range not a price (A VC)
Some stuff I am reading today morning:
Interview with Basant Maheshwari (ET)
Instagram is tipping off India’s Taxman (Bloomberg)
Flows to Floats (Nooresh)
Stunning Annual Report of Games Workshop (Amit)
Daily Economics: Running a paan stall in Mumbai (Scroll)
How Hindustan Zinc became the world’s 2nd largest zinc producer (Forbes)
Stock Talk: Symphony (Forbes)
Rebuttal to Howard Marks (TRB)
Do you have a money mind? (Monevator)
11 Great American companies who have lost the narrative (247 Wall Street)