Author: Raoji

Some stuff I am reading today morning:

BPCL to sell Numaligarh refinery for Rs.9,876 Cr (Rediff)

What is Bharti Airtel upto? (Capital Mind)

Maruti Suzuki’s India plans (Fortune)

Balaji Amines: A big fish in a small pond (Financial Monk)

Thread on AU Small Finance Bank (Benaam Niveshak)

Startup: Udaan (Mint)

The Full Collection of Nomad Investment Partnership Letters (IGY)

Yen Liow: Evolution of a Public Market Investor (Off Piste)

Warren Buffett’s Big Investing mistake (BVI)

Bitcoin and Buying Things (Ranjan Roy)

Good to be back !!

Some stuff I am reading today morning:

PM Modi takes first dose of Covid-19 vaccine (IE)

Why NSE didn’t switch to DR site on Wed (Rediff)

Assam shakes up the micro loans universe (Mint)

Why transformation is a buzzword at Piramal (Fortune)

The man who abandoned Value (Institutional Investor)

What happened to Gold? (Irrelevant Investor)

Charlie Munger: 2021 Daily Journal AGM transcript (Junto)

Warren Buffett: 2020 Berkshire Hathway Letter (BH)

Stock Markets & Interest rates (Common Sense)

Facebook’s Big Diem (Marc Rubinstein)