Source: Octahedron Capital


Some stuff I am reading today morning:
Retail inflation cools to 15 month low (Fortune)
Fed expects banking crisis to cause recession (CNBC)
TCS Q4 net rises 15% to Rs.11, 392 Cr (Rediff)
Inside LTI Mindtree’s $10 Billion plan (Forbes)
Thread: Red Flags at Aditya Vision (Proinvest Nirmiti)
Adani’s $3 Billion Dharavi Revamp (MC)
No Sellers,No Buyers (Irrelevant Investor)
The investing concept of ‘circling your wagons’ (Mohnish Pabrai)
Goodbye, King Dollar (Daily Reckoning)
Obituary: Keshub Mahindra (M&M)
Some stuff I am reading today morning:
IMF lowers India’s growth projections (Rediff)
NSE launches InvITs & REITs index (Fortune)
NSE’s IPO plan faces SEBI hurdle (BT)
Papa John Vs Dominos (Forbes)
Startup: Biocube (BI)
You need Bulls in Bull Markets (All Star Charts)
Interview with Aswath Damodaran (Big Picture)
Take ‘potential winners’ with a grain of salt (Fisher Investments)
What we learnt in Jan-Mar 2023 (Octahedron Capital)
What makes you happy (Morgan Housel)