Some stuff I am reading today morning:
The spirit of 1991 is back (FE)
Budget bets big on growth (BS)
AAA for the budget (Latha Venkatesh)
What the budget means for you (Mint)
KNR Constructions: My 50 bagger (Niteen S Dharmawat)
Pre-IPO: The risks are high (Aditya Kondawar)
Tatas’ second retail tryst (Forbes)
S&P 500 index fund out performed hedge funds (AEI)
Why you can’t pull off a GameStock in India (BT)
Frugality: Don’t overdo it (Humble $)
Hat Tip : Rajeev Mantri
The Economist can be relied upon to publish wrong, inaccurate and anti-India articles most of the time.
The latest instance is related to today’s budget.
Meanwhile the market reaction
Source : Brian Feroldi
Some stuff I am reading today morning :
All eyes on Budget 2021 ( Mint )
On the Economic Survey 2020-2021 ( Fortune )
Interview with Chief Economic Advisor Krishnamurthy Subramaniam ( MC )
GST collections at a record high ( BS )
Stock Talk : Nitta Gelatin ( Oscillations )
Cathie Wood , ARKK ( Barry Ritholtz )
A review of Ben Graham’s Net Nets ( AA )
The resurgence of silver ( DR )
The Reddit Crowd targets hedge funds ( Aswath Damodaran )
Argentina introduces new tax on wealthiest ( BBC )
Here are the most clicked items on Alpha Ideas this week:
How Wall Street Bets took down a Billion $ hedge fund (Shaan Puri)
Route Mobile: What Customer Mining looks like (AI)
Lessons in MicroCap Investing from Ashish Chugh (Omkara Capital)
Garden Silk: Buyer Beware (AI)
20 Years On, where are India’s board toppers? (IE)
PayTM’s big play (Fortune)
10 Big Trends of 2021 (Ruchir Sharma)
Cabinet clearly policy on PSU privatisation (BS)
Shorting is a scam (AI)
Omkar Realty MD, Chairman arrested (Rediff)