Some stuff I am reading today morning :
India only nation with double digit growth in FY22 ( IE )
Farmers turn violent ( BS )
Hero Motocorp eyes market beyond two wheelers ( BT )
PayTM’s big play ( Fortune )
The epic $GME saga (Shaan Puri )
An open letter to CNBC ( r/wallstreetbets )
Buffett on short selling ( Trevor Scott )
Sensex Vs Gold ( FE )
Let them vote ( Of $ and Data )
Video : Natco Pharma, Imminent growth cycle? ( Value Pickr )
Wishing readers a very Happy Republic Day.
Some stuff I am reading today morning:
SEBI issues showcause notice to Franklin Templeton for unethical conduct ( BL)
PM Modi should not back down on Farm Laws (BS)
Govt introduces vehicle scrappage policy (TOI)
Interview with Gopal Jain (Fortune)
Buy Price, but no sell price? (Anand Sridharan)
10 big trends for 2021 (Ruchir Sharma)
Here’s something you can’t understand (TRB)
The grocery store puzzle (Verdad)
The rise of Pubmatic’s Goel brothers (Mint)
Tinkoff, Russia’s Capital One (Marc Rubinstein)
Hat Tip: BM
Today is the last day of trading of Garden Silk Mills Ltd before the shares get delisted and exitinguished
Despite this, its shocking to see folks buying the shares of the co today.
Some stuff I am reading today morning :
China – Taiwan tensions rise ( Reuters )
Reliance Industries spins off 02C business into new unit ( BS )
India weighing 30 vaccine candidates for immunization programme ( Mint)
Microcap Investing with Ashish Chugh ( Omkara Capital )
Interview with Rakesh Jhunjhunwala ( YouTube )
How to buy Ethereum in India ? ( FE )
Covid-19 has disrupted India’s newspaper industry ( India Forum )
Lessons from the Japanese Great Depression ( Intelsense)
So you turned $300K into $3 Million. Now what? ( Common Sense )
A responsible version of market timing ( Morningstar )
Here are the most clicked items on Alpha Ideas this week:
IRFC: IPO begins at home (AI)
50 Years, One Idea (AI)
5 Stock Market Trends to watch out this year (Mint)
Why Ajay Piramal is eager to win DHFL (Fortune)
Money for nothing (AI)
On Valuation Indifferent Investors (AI)
Forecasting Folly: Bernstein Edition (AI)
Introducing the 8-80 Portfolio (Compound Advisors)
We’re near the edge of playing with fire (Katusa)
Signs we’re in a bubble (Anand Sridharan)