Some stuff I am reading today morning:
When flagship funds falter (MFCritic)
Russia-India mega deal is shaking the oil market (Bloomberg)
How Essar deal will benefit ICICI Bank (Money Control)
Investors to RCom: Get Real (Mint)
Interview with Mukesh Ambani (FE)
The fall and rise of a Japanese Stock Picker (Bloomberg)
Mutual Funds are fooling some people all the time (Prashanth)
Is Bill Ackman toast? (Vanity Fair)
The most overlooked trait of investing success (CF)
Thoughts on Selling (A VC)
Some stuff I am reading today morning:
No,India’s software industry is still alive (Mohandas Pai)
PNB Housing Finance IPO in November (BL)
FPIs have started selling (ET)
Interview with Madhu Kela (Quint)
Stock Talk: Maharashtra Scooters (RJ)
8 Signs you are an ignorant flat buyer (Ravi)
Retirement: A Reminder (Subramoney)
F*** You, Startup World (Medium)
How to measure Momentum? (Alpha Architect)
What does Sam Zell know that Wall Street doesn’t? (HK)
Some stuff I am reading today morning:
PNB Housing Finance gets SEBI nod for IPO (ET)
What’s next for Reliance Capital ? (MoneyControl)
India’s domestic aviation market in top gear (Mint)
Stock Talk : Nandan Denim (RJ)
Apollo Tyres’ quest for a global grip (Forbes)
How dirty energy defeated Tesla (DR)
Trading R&D (A VC)
Never say Never in the financial markets (Felder)
A collection of investment regrets (Bason Asset)
Making Financial Management both spouses’ job (NYTimes)
Some stuff I am reading today morning:
Dilip Sanghvi faces his greatest test (Bloomberg)
Indian IPO market heads for blockbuster year (BL)
How to value BSE ? (Quint)
The case for cyclicals (Rahul Saraogi)
How Hero Motocorp has put the Honda split behind it (Forbes)
What you should do with your Diwali bonus (Mint)
Private deals are not to be discussed publicly (FS)
Continuing the BFSI lies (Subramoney)
How not to evaluate investment performance (Cordant)
How to find out if you are spending too much (FreeFinCal)
Some stuff I am reading today morning:
Why the bond market matters more than stock market (ET)
UPI 2.0 will disrupt payments (Mint)
How tower companies are getting affected by Reliance Jio (FE)
The world’s best IPO has gained 6000% (Bloomberg)
India’s House of Debt (Quint)
View on Finance & Banking Sector Stocks (Bala)
Rising sea levels & a margin of safety (Tadas)
Now is for later (Seth Godin)
Google and the Limits of Strategy (Stratechery)
Barclays warns the party is over (Zero Hedge)