Author: Raoji

Some stuff I am reading today morning:

Vodafone Idea to raise 4,500 Cr (MC)

India accuses Huawei of tax evasion (CNBC)

Reliance Retail acquisition spree (Fortune)

Thread: HDFC Group Cos (Aditya Shah)

Stock Talk: GMDC (BS)

Letter to Investors-Prataap Snacks (Equirus)

Set the bar high for margin of safety (Sid Choraria)

Russian Equities are “Un Investible” ( Big Picture)

On Autocracy Risk (II)

Preparing for a wider range of outcomes ( Ben Carlson)