Some stuff I am reading today morning:
SC hearing on AGR dues today (Mint)
Atma Nirbhar Bharat in Defence (TOI)
Who gains from RBI’s diktat on current accounts? (Latha Venkatesh)
Stock Talk: RBL Bank (FE)
SEBI scrutinizes ABB Power’s offer price (Mint)
US Big Tech concerned over India’s data regulations (CNBC)
The one number that really matters (TEBI)
What drives the price of gold? (Irrelevant Investor)
On hindsight bias (Novel Investor)
Interview with Bill Gates (Wired)
Here are the most clicked items on Alpha Ideas this week:
Meet Sharad Shah, Short Seller (Santosh Nair)
Say Bye Bye to CASA (AI)
PSP Projects: What a Flexible Cost Structure Looks Like (AI)
GE Shipping: Cash > Market Cap (AI)
The Ambanization of Nifty 50 (Nooresh)
Buffett on FANG Stocks (AI)
Lemon Tree Hotels: Converting Lemons into Lemonade (AI)
Tata Motors prepare to sell their passenger car business (Money Life)
Startup Story: Rebel Foods (Forbes)
Sign of things to come? (AI)
Some off beat reads for the weekend:
Let Ayodhya Ram Mandir be a reminder (Amish Tripathi)
The failure of India’s secular politics (Yogendra Yadav)
A year in the life of Ayodhya (Kanchan Gupta)
Why Gandhi inagurated the Birla Temple in Delhi (MyInd)
J&K- Less War, More Peace (Lt Gen S A Hasnain)
There are no longer any secret Iran Ops (Jake Novak)
Naya Pakistan is Naya Mapistan (Naila Inayat)
America is a sick joke (Indi Samarajiva)
Mind your language (Kansaratva)
My failure to build a Billion $ Co (Sahil Lavingia)
The Cautionary Tale of Equity Research (Marc Rubinstein)
The Prostitution Policy of the British Raj (Sai Priya)
Gopinath Bordoloi: The man who saved Assam (LHI)
The Last of the Zoroastrians (Guardian)
Delicacies of North East India (LurioDT)
Some stuff I am reading today morning:
RBI diktat to banks on opening current accounts (Rediff)
Equity fund raising may soar to a record (Mint)
Tata Motors prepare to sell their passenger car business (Money Life)
Captives keep Embassy REIT humming (TOI)
What Indians have been spending their cash on during the pandemic (BS)
House rentals are falling (CNBC)
Retail investors are riding the rebound everywhere (MSN)
25 Quotes on Bitcoin & Gold (ETF)
The Sweet Spot (Mr. Money Mustache)
What do you own? (Seth Godin)
