Some stuff I am reading today morning:
Mutual Funds are loading up on IT stocks ( Rediff )
Blackrock cuts Byju’s valuations by 62% ( BS )
Valution cuts continue for Unicorn startups ( FE )
Startup : Lets Shave ( Forbes )
The hidden cost of covered call writing ( CAIA )
My strategy for investing in Banks ( Buffett )
Carl Icahn’s End Game ( Semafor )
Reinventing yourself isn’t easy ( RetireBy40 )
The Bet against Financial Advisers (TRB)
Tesla whistle blower case could be serious ( Brad Munchen)
Some stuff I am reading today:
Vande Bharat trains in every state by this month ( FE )
SEBI warns unregistered investment advisers ( Fortune)
RBI Governor on Governance in Banks ( RBI )
A new Fintech world is upon us ( Rediff )
Startup : Insurance Dekho ( Forbes )
A seed investor who made a difference ( Adam Shapiro )
The stock market is not a casino ( Ben Carlson )
Trading : Smash that reset button ( ASC )
5 things that could knock NVIDIA down ( TRB )
Q1 2023 Investor Letter ( Dan Loeb)
Some stuff I am reading today morning:
US reaches deal to prevent default (CNBC)
UPI will account for 90% of retail digital transactions by 2027 (BT)
India to become post paid economy (Nandan Nilekani)
How small finance banks staged a smart recovery (Forbes)
Inox Wind- A turnaround story (Candor Investing)
Binance’s murky finances (Reuters)
NVIDIA and the return to normal (LBS)
Irrational Exuberance (Marquee Finance)
14 Financial Milestones worth celebrating (WCI)
On China Vs America (The Market)
Some off beat reads for the weekend:
The War in Ukraine was provoked (Jeffrey Sachs)
2024 isn’t a done deal for Modi (Swarajya)
The inside story of Russia-Iran-India connectivity (Cradle)
South Africa’s Copper gangs (FT)
Afghans built urban Pakistan (Zocalo)
Britain’s forgotten war for rubber (Declassified UK)
Opium’s part in imperial history (Guardian)
How Russia tried to colonise Africa and failed (Al Jazeera)
The rise of the anti-intellectual (Dawn)
The cancellation of classical music (Spiked)
Thread: When harmonium was banned in India (Veejaysai)
The free dogs of India (Aeon)
The remarkable history of bar snacks in India (Mint)
Thread: Travelogue Andaman & Nicobar Islands (Dr AP)
Thread: Konark Temple (Vertigo Warrior)
Some stuff I am reading today morning:
Uber Vs Blu Smart (Forbes)
Omega Seiki Mobility to raise $100 Million (FE)
ONGC’s big plans (Rediff)
BSNL: Flogging a dead elephant (Money Life)
Nvidia ignites AI rally (Yahoo)
AI will revolutionize Asset Management (PI Online)
CBDT notifies angel tax rules (MC)
Bill Ackman Vs Car Icahn (The Street)
Buffett buys wonderful companies cheap (AM)
Expectations Debt (Morgan Housel)