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)
Wishing readers a Happy Dussehra
Some stuff I am reading today morning:
4 years under Cyrus Mistry (ET)
PE investors rush into craft beers (Mint)
SEBI provides relief for companies on non-operational exchanges (BL)
How I missed a 10-bagger and am proud of it (Safal Niveshak)
Oil at 60$ not ‘unthinkable’ (Quint)
The consequences of risk taking (CS)
So many hedge funds,so little alpha (Barry)
Deutsche Bank:A Greek Tragedy (Aswath Damodaran)
Embrace your debt to boost your motivation (FS)
Why Value Investing got crushed in the Internet Bubble (AA)
Some stuff I am reading today morning:
Retail investors are back (BL)
SME IPO’s catch investors eye (MoneyControl)
CBI raids REPCO (Hindu)
Empowered villages causing headaches for Modi (Bloomberg)
Top 5 Liquid Mutual Funds (MyInvestmentIdeas)
Is Mohnish Pabrai a hypocrite? (Life & Equities)
What caused the Sterling ‘flash crash’? (Telegraph)
Knowing when to break your own rules (CS)
How the business of bottled water went mad (Guardian)
Indian buys $9 Million Dubai licence plate (Bloomberg)
Some stuff I am reading today morning:
Patel has saved the monetary policy from Rajan’s straitjacket (Jaggi)
NSE gets moving with its listing plans (Money Control)
Aurobindo Pharma’s founders to sell shares (Mint)
Kwality Ltd could be the next multi-bagger (ET)
Jindal Steel & Power defaults (BL)
IRCTC offers 10L Rail Travel Insurance for 1 paisa (FE)
NCR Builder Culture spreading to Pune (Ravi)
A Trump victory could shock the markets (Bloomberg)
Are you a value investor or a value pretender? (Latticework)
Education Bubble:Is a Harvard MBA worth $500,000? (Zero Hedge)
Some stuff I am reading today morning:
Mutual Funds AUM hit record high (Mint)
Whats happening at the HCL Info counter? (Gaurav)
Pound Sterling hits 31 year low (BL)
Gold crashes (DR)
Who will bail out Credit Suisse? (Zero Hedge)
The MF Performance reporting mess (MFCritic)
Marrying your equal is better than marrying rich (FS)
Great investors are great communicators (Irrelevant Investor)
Building a muscular portfolio (Insecurity Analyst)
Dumb Alpha: Just sit there ! (CFA Institute)