Category: Links

Some stuff I am reading today morning:

India Mutual Funds massively underperform ( SPGlobal)

PM Modi discusses Covid situation with CMs ( BS)

Summer of discontent back to haunt India’s airlines (Rediff)

Piramal Glass starts new journey with Blackstone (Forbes)

Did PayTM just bury corporate governance? (Entrackr)

Nearly 95% of Indian stocks have positive momentum (Prashanth)

On Probability (Lucky Maverick)

Revenge of the Winklevii (Forbes)

A Conversation with Bill Ackman (Havard)

On starting a fund management business (Neckar)

Some stuff I am reading today morning:

RBI holds rates, unveils new measures (Fortune)

What next Mr. Gautam Adani? (BL)

SEBI fines Ambani family (BS)

How new partnerships will change India Payments (Forbes)

Why Zerodha is not raising money (Nithin Kamath)

Jamie Dimon’s Letter to shareholders (J P Morgan)

Its hard to kill the stock market (Tony Isola)

Owning the best stocks is hard (Common Sense)

Abundant Capital (Aaron Harris)

What is mad money? (Morningstar)

Some stuff I am reading today morning:

Adani Group crosses $ 100 Billion in market cap ( BS)

Mundra port pips JNPT to become India’s biggest container port (BL)

Govt nets 54,000 Cr from Vivaad Se Vishwas (FE)

Nestle India’s rural gambit (Forbes)

Major risks facing MFIs revival (Fortune)

Uncertainty is back (Anand Sridharan)

Why you shouldn’t pick individual stocks (Nick Maggiulli)

The Growth-Value Cycle (Common Sense)

Why Waymo leads the race for autonomous cars ( Urban Tech)

Let them eat Art (e-Flux)

Some stuff I am reading today morning:

Economy to take 40,000 Cr hit due to Maharashtra lockdown ( BT)

RBI likely to hold rates this week (Rediff)

India’s tech unicorns mull where to bring IPO (BS)

When & how much should you invest in gold? (FE)

How to predict stock returns using a simple model (AA)

The big lessons of last year (Morgan Housel)

War on cash: The next phase (DR)

Inflation: The indicator that actually matters (Katusa)

A Tiger can’t change its stripes (Epsilon Theory)

Bidenomics, explained (Noah Opinion)

Some stuff I am reading today morning :

Maharashtra goes under lockdown ( BS )

Taxman to access capital gains data directly from FY22 ( ET )

Real returns from FDs remain negative ( FE )

India wields ‘oil weapon’ ( Reuters )

Interview with William Bernstein ( Evidence Investor )

The 2 most powerful forces in the markets ( CA )

Have investors lost their minds with growth stocks ? ( Irrelevant Investor )

The death of many brands ( Ensemble )

Recycling in the VC world ( A VC )

How Bill Hwang amassed $ 10 Billion ( Forbes)