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)
Some stuff I am reading today morning:
GST Council likely to end 5% rate next month (BT)
FPIs turn net sellers again (FE)
Business Analysis of Diagnostics Labs (Dr Vijay Malik)
Stock Talk: Vaibhav Global (Chirag Jain)
Learnings from Kenneth Andrade (Jatin Khemani)
Bond investing in inflationary times (Alpha Architect)
Etsy and the same of Internet fights (Forbes)
So who else can buy Twitter? (Om)
Sizing Europe’s Natural gas crisis (Doomberg)
12 Lessons from ‘Just Keep Buying’ (Mr Stingy)
Here are the most clicked items on Alpha Ideas this week:
Mega Trend: India HNIs (AI)
Inside Reliance’s energy transition story (BS)
India likely to face more power cuts (BT)
Facor Alloys: Andhera Andhra (AI)
Indsil: Duty Beckons (AI)
Microfinance 3.0 (2Point2Capital)
Godrej Group launches NBFC (FE)
Is studying Buffett a waste of time? (AI)
Staying put (Morgan Housel)
Food riots in China (Climateer)
