Some stuff I am reading today morning:
BPCL sale by June (FPJ)
Lenders sell Mallya’s entire stake in MCF (BS)
New twist to H-1B visas for Indians (Rediff)
Get ready for hefty penalty to legalize your crypto assets (Mint)
Startup: Dunzo (Forbes)
Emerging Markets Crisis Investing (Verdad)
The stock market pendulum (Novel Investor)
Best story wins (Morgan Housel)
The investment strategy that makes your life easier ( Common Sense)
Digital Art (A VC)
Some stuff I am reading today morning:
Indian, Chinese troops begin disengagement at Ladakh (BT)
Culture of abusing private sector no longer acceptable (PM Modi)
Why auto sales in January hit speed brake (Rediff)
Major Ports Authority Bill passed (FE)
Adar Poonawalla acquires 60% in Magma Fincorp (BS)
Inside the Mindtree makeover strategy (Mint)
How Godrej joined the global vaccination drive (Fortune)
How to temper a momentum strategy (Morningstar)
SPACs : An inside joke for the super rich ( Irrelevant Investor)
How Ruby Lu turned $40 Million into $ 12 Billion (FP)
Some stuff I am reading today morning:
Equity MFs see outflow for seventh straight month (FE)
Power sector reforms gain pace (Mint)
Tata’s bid for Air India decoded (Fortune)
Indigo parent settles case with SEBI (BT)
Virescent floats first solar InvIT (BS)
The danger of short selling (Morningstar)
India shouldn’t ban Bitcoin (Forbes)
Holding stocks for 30 years (Ron Baron)
A strange cycle for cyclical stocks (The Diff)
Unfortunate Investing habits (Morgan Housel)
Some stuff I am reading today morning:
Delhi HC allows Future-RIL deal (FE)
Tesla buys $1.5 Billion in Bitcoin (BS)
Emerging Markets stocks lead returns (Capital Spectator)
Graphic: Top 10 Nifty Cos 2008-2021 (Shivam Mitra)
On digital scalable startups (Sajith Pai)
Engineering a Conglomerate (The Diff)
Arrogance Vs Humility (Anand Sridharan)
On Reits in India (VRK100)
10 biggest money mistakes (Nick Maggiulli)
I’m buying some.Just in Case (TRB)
Some stuff I am reading today morning:
Adani completes purchase of 23.5% of Mumbai airport (BS)
Rishiganga hydro project washed away due to glacier burst (CNBC)
Nifty 10 Year SIP return zooms to 14% (Free Fincal)
Investing in GSecs (Forbes)
Interview with Stanley Druckenmiller (Off Piste)
The biggest risk is rising interest rates (Howard Marks)
The new world of risk – GameStop and Cryptos (Platinum)
The rise and fall of Bitcoin Billionaire Arthur Hayes (Vanity Fair)
The relentless Jeff Bezos (Stratechery)
Value & Growth demagogues (Contrarian Edge)