Some stuff I am reading today morning:
GST collections second highest ever (BS)
WhatsApp rolls out cashback for UPI users (FE)
Indian exports surge (Rediff)
India to achieve ‘Net Zero’ carbon emissions by 2070 (MC)
Former SBI Chairman arrested (HT)
Policy Bazaar IPO: Avoid (Anurag Singh)
Why millenials are investing in Crypto (Raoul Pal)
Bill Miller: An investor’s evolution (Neckar)
Everyone is wrong about the Metaverse (Shaan Puri)
Minimally extractive Meta (Not Boring)
Some stuff I am reading today morning:
Policybazaar IPO opens today (MC)
Five IPOs to hit market in first half of Nov (BS)
My Nykaa thesis explained ( Percy Panthaki )
BNPL is driving festive season sales (BW)
Let the market worry for you (Michael Batnik)
The 10 most dangerous words in investing ( Ben Carlson)
Risking, fast & slow (Nick Maggiulli)
Ahead of the Curve (Morgan Housel)
Wu Wei investing (AM)
Afghanistan’s pivot to Crypto (Decrypt)
Here are the most clicked items on Alpha Ideas this week:
Tata Consumer: Rich & Patient (AI)
Paushaak: Picture Abhi Baaki Hain (AI)
Poonawalla: Naya Daur (AI)
HDFC AMC: Losing market share (AI)
What an efficient Working Capital cycle looks like (AI)
Mahindra Life: 3x Aspiration (AI)
Reliance: Shopping Spree (AI)
10 Traits of 15+ Baggers (Brian Feroldi)
Why techies are leaving Indian IT majors (Fortune)
The curious case of vacant office spaces (FE)
