Tag: linkfest

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)

Some stuff I am reading today morning:

Swiggy, a House of Cards (Tumblr)

Interview with Saurabh Mukherjea (ET)

Good,Bad and Ugly of GST (Bloomberg)

Bitcoin used to launder $4 Billion (Mint)

Stock Talk: Lasa Supergenerics (Alpha Invesco)

20 Ways to save money in India (Groww)

The Questions that Matter (Medium)

Latest Memo from Howard Marks (Oaktree Capital)

Investing is hard because nothing is black and white (Morgan)

A market history lesson from Peter Bernstein (CS)

Some stuff I am reading today morning:

PWC ex-CFO accuses firm of cooking books ! (ET)

RBI stops printing Rs.2,000 notes (Mint)

National Fertilizers’ Offer for Sale today (BL)

How to profit from the EV boom (Katusa)

The worst landlord horror story (Financial Samurai)

Fine Art’s worth more than its weight in gold (DR)

To make money you need luck and skill (Subramoney)

Should children pay for their parent’s retirement? (Vijay)

Why diets do not make good investments (Collaborative Fund)

Distressed Builder D S Kulkarni defends himself  (You Tube)

Some stuff I am reading today morning:

After Modi’s threat, many CAs are running for cover (ET)

Drama in Alembic Board Room (BS)

Alembic: Will a set of small shareholders be able to assert themselves? (IIAS)

What’s driving the confidence in Indian markets? (Quint)

Real Estate-A Contrarian Bet (Amit Jeswani)

How do you protect yourself in an overvalued market? (Amit)

How to turn NASDAQ’s 90 P/E into 22 P/E (Zero Hedge)

Betting on things that never change (Morgan Housel)

When something is obvious (Irrelevant Investor)

Baupost connects the dots, sees CRASH (Value Walk)