
Author: Raoji
Linkfest : 25 May, 2022
Some stuff I am reading today morning :
Govt weighs in on edible oil, sugar ( FE )
On the Adani, Ambani rivalry ( BS )
Grasim doubles down on Paints business ( BW )
Startup : Uravu Labs ( Forbes )
Thread : Why markets are imploding ( Bill Ackman )
You have to buy when prices are falling ( Bill Miller )
You can probably time the market ( Rubin Miller )
Grim Diesel ( Doomberg )
On the global food crisis ( Daily Reckoning )
Ukraine could be beginning of Third World War ( George Soros )
Data Patterns: Kasam Se
Linkfest: 24 May, 2022
Some stuff I am reading today morning:
Losses widen at Zomato (BS)
How Paytm ended up with a deserted Mall (Forbes)
Forced Service Charges of restaurants (Fortune)
How Organic India set a new trend (BI)
On development of passive funds (SEBI)
The Transcript : Jan-March 2022 ( DSP )
Overpriced companies in the private markets (Howard Lindzon)
Bitcoin could fall to $8,000 (CNBC)
Thoroughly conscious ignorance (Anand Sridharan)
Q1 2022 Investor Letter (Hayden Capital)