Some stuff I am reading today morning:
Bankers fear Alok Industries redux in Future Group resolution (FE)
Covid-19 cases spike across India (BS)
Backlash against Infosys’s non-compete policy (MC)
Company: Shree Cements (Forbes)
Big Basket aims 13,000 Cr GMV in FY23 (BT)
Thread: Pump & Dump (Zerodha)
Journey Vs Destination (Safal Niveshak)
On position sizing, trading & hedging (Farrer Wealth)
How to succeed (TRB)
Netflix plunges (CNBC)
Some stuff I am reading today morning:
Power crisis is looming (BS)
The good,bad & ugly of stock trading training courses (Forbes)
WazirX Founders shift to Dubai (BT)
Thread: Krsnaa Diagnostics (Anish Moonka)
Rakesh Jhunjhunwala continues buying of Jubilant Pharmova (FE)
Knightstone Capital’s Q4 CY2021 Update (Parag Jhawar)
The Invisible Hand’s Visible Swarm (Not Boring)
Celebrating Davi Swensen’s life & legacy (Yale)
Autocracy is a bad investment (Morningstar)
Asking & Daring (Seth Godin)
Titanium Dioxide (TiO2) is a chemical pigment which is heavily in demand mainly due to its application in the paints industry.
Meghmani Organics had ventured into this segment recently.
They probably didn’t expect Adani Enterprises to enter this business as well !
Some stuff I am reading today morning:
WPI inflation hits 14.55% (Rediff)
L&T Infotech and Mindtree to merge (BS)
ED attaches Amway assets (Fortune)
India’s sugar exports exceeds 10 mn tons (BT)
More than 200 stocks hit 52 week highs (MC)
Holcim may exit India (CNBC)
On International Diversification (Rajeev Thakkar)
Startup: Purplle (Forbes)
Crypto: Solana (Fortune)
The problem with ‘Old Time Value’ Investors (Aswath Damodaran)
