Some stuff I am reading today morning:
Unlisted NSE hits $56 Billion market cap ( BW )
Swiggy Vs Zomato ( HT )
FMCG cos dumping near expiry products via Qcom ( DH )
Sector Watch : REITs ( Rediff )
Group Watch : Torrent ( Fortune)
InvIT : Capital Infra Trust ( BI )
Some things I don’t believe about investing ( CS )
Why we avoid traditional value investing ( Terry Smith)
A method for industry selection ( Value Journal )
Meme coins are the point of Crypto ( Moneyness )
Source : Earnings Call of Rainbow Children’s Medicare Ltd
Some stuff I am reading today morning:
S&P 500 after US Presidential elections ( CNBC )
Rupee hits record lows ( Fortune)
SEBI directs Embassy REIT to suspend CEO ( DH )
TGI Fridays files for bankruptcy ( The Street )
Swiggy eyes 100 Million users ( BS )
Battery storage power play ( FE )
Company: RP Tech ( BI )
Alpha Erodes ( Waiters Pad )
1999 Vs 2024 ( Common Sense )
52 VC Tips ( The Generalist)
Some stuff I am reading today morning:
FPIs sold 94,000 Cr of Equities in Oct ( BT )
Berkshire Hathaway ‘s cash position touches $325 B ( CNBC )
Incumbents take market share in 2w EV market ( Forbes )
The FMCG entry pack of Rs 5 ( FE )
Gold is on the ballot ( DR )
A framework for cyclical industries ( Quipus Capital )
Industry is not destiny ( Verdad )
Don’t take financial advice from Hedge Fund managers ( CS )
Stocks & Flows ( Capital Gains )
Stock Picking is a game of self-confidence ( Microcap Club)