Some stuff I am reading today morning :
LIC IPO subscribed 2.9x ( FE )
Rupee closes at all time lows against $ ( BS )
Bloodbath in US equity markets ( Zero Hedge )
Will the CBI act in the NSE scam ? ( Debashis Basu )
Pathlabs : Life beyond Covid ( Fortune )
Gold’s strange behavior ( Wealth Management )
India can be the world leader in green hydrogen exports ( Oil Price )
New biz model for Twitter ( Not Boring )
A few beliefs ( Morgan Housel )
Third Point Capital Q1 FY22 letter (TPC )
Some stuff I am reading today morning:
Foreign Fund’s share in Equities at 19.5% (BS)
On Axis MF front-running (Free Fincal)
On the LIC Business ( Mouli Raj)
Company: RR Kabel (BI)
The Illusion of passive investing (PAL)
How to think & act for the long term (Michael Batnick)
Trend models are telling to go short (Mr Zepczynski)
On Inflation (Dr Aswath Damodaran)
Startups: The Burn Multiple (Craft Ventures)
Strategies for a Bear Market (Asian Century Stocks)
Here are the most clicked items on Alpha Ideas this week:
Delhivery: Fat Packages (AI)
Canara Bank: They Can (AI)
Not a good sign (AI)
Why you should get rich slowly (S Venkatesh)
On the NASDAQ Tech Crash (Sid Choraria)
Add Shop: Add Future (AI)
Anshuni: WIP CFO (AI)
Suumaya: Su Chale Che (AI)
Panchsheel: Panch Mistakes (AI)
Annual Letter to Shareholders 2021-22 (Vallum Capital)
