Some stuff I am reading today morning:
Retail demand feels the fatigue (Rediff)
How Khaitan & Co became the legal powerhouse for India Inc (Forbes)
Startup: Vivriti Capital (BI)
Taxing Capital Gains more will not reduce equality (Money Life)
Interview with Louis-Vincent Gave (Vallum Capital)
Why the US banking mess isn’t over (Climateer)
Investment regrets of Peter Lynch (CNBC)
Investment Beliefs (Bob Seawright)
Resilience is worth it (Seth Godin)
Q1 2023 Letter to Investors (White Falcon)
Some stuff I am reading today morning:
A $3 Trillion threat to global markets looms in Japan (Japan Times)
IPO: Mankind Pharma (BW)
Phone Pe to launch an app store (BS)
IT Dept readying norms for angel investing (FE)
Excessive tourism in Goa (Fortune)
European cos are shifting their R&D out of China (The Market)
FY23 Annual Letter to shareholders (Vallum Capital)
The age of Average (Alex Murrell)
On stock market cycles (Darius Foroux)
De-Dollarization and global trade (Daily Reckoning)
Some stuff I am reading today morning:
RBI’s uneasy pause (Forbes)
Gold’s enduring allure (FE)
Chile to nationalize it’s lithium industry (Reuters)
MG Motors to invest 800 Cr for Comet EV (MC)
A rant on Investor Letters (Kiran D)
How to unlock your financial creativity (Tony Isola)
More lessons from the Do Nothing Portfolio (Morningstar)
What does generational wealth mean to you? (RetireBy40)
The Search Tax (Seth Godin)
Q1 2023 Letter to Investors (Miller Value)
Some off beat reads for the weekend:
The Gambler who beat Roulette (Bloomberg)
After Bakhmut ( Newsweek )
How Sudan plunged into Civil War (Guardian)
The missile strikes that killed Israel’s deterrence (Cradle)
Pakistan is hurtling towards an apocalypse (Dawn)
Poland’s Alarm (Kyiv Post)
New Census data creates ripples in Nepal (ORF)
Why is America still in South Korea? (American Conservative)
How France’s wealthy elites keep their grip on power (Jacobin)
Next steps for troubled Cyprus (Crisis)
The Vienna of Leopoldstadt (TOI)
The life and death of Atiq Ahmed (Open)
Thread: On Hindu kings destroying Buddhist temples (True Indology)
Holidaying in Georgia (Team BHP)
Thread: The Podu Dikshitars of Chidambaram (Kishore Iyer)
Some stuff I am reading today morning:
Apple to triple investments in India (BS)
Peak power demand touches all time high (FE)
Fraud & mismanagement at Cafe Coffe Day (Money Life)
Why Xiaomi is in a downward spiral (Forbes)
Wipro Consumer to launch snack brand (Rediff)
Emkay Global receives SEBI approval for Mutual Fund biz (Fortune)
Paytm’s soundboxes are driving digital payments (ROW)
How to do business analysis of organised retail cos (Dr Vijay Malik)
On Sovereign Gold Bonds (MC)
Gold may be on the cusp of another bull market (Felder Report)