Author: Raoji

Some stuff I am reading today morning:

Fitch puts US AAA rating on negative watch (CNBC)

India Inc’s capex push (FE)

Shareholders of Siemens Ltd are upset (MC)

ED raids online gaming portals (BS)

Thread: Kingfa Science (Gunavanth Vaid)

Company: Aurion Pro Solutions (BI)

Startup: Spinny (Forbes)

Windows & the AI platform shift (Stratechery)

4 Learnings from my Journey (Neil Parikh)

Career advice from David Tepper (Investment Talk)

Some stuff I am reading today morning:

India is G20’s fastest growing economy (BS)

GQG raises stake in Adani (MC)

Interview with T Koshy, CEO ONDC (Forbes)

Company Talk: Chola MS (BI)

How much wealth gets you in top 1% (Morningstar)

JP Morgan bets big on carbon removal (Oil Price)

Investment Junk Food (Behavioural Investment)

Most gray haired investors turn into perma bears (Ben Carlson)

Time to take off the Bear Suit (Daily Reckoning)

Simon Cowell on his money mistakes (CNBC)