Some stuff I am reading today morning:
Reliance Retail acquires Urban Ladder (BI)
Pest infected earnings of UPL Ltd (Multi Act)
The reopen trade is going strong (Gavin Baker)
Thread on Tasty Bite (Cool Fundoo)
Real Estate sector: From Pariah to Favorite (RJ)
Lessons from a middle-class Crorepati (Free Fincal)
Has our luck finally run out? (Daily Reckoning)
How two brothers built India’s biggest poultry co (Mint)
Vitamins as a marketing scam (Slate)
Quarterly letter to Investors (Hayden Capital)
Wishing readers a very Happy Diwali and a rocking New Year !
Here are the most clicked items on Alpha Ideas this week:
Gafa Hai Kya? (AI)
Message from the Markets (AI)
Adani: OPM Zindabad (AI)
Observations on recent Mutual Fund returns (MF Critic)
Don’t buy into the distressed home sales story (Monika Halan)
On Pandemic Investing (Sanjay Bakshi)
Interview with Sanjoy Bhattacharyya (Morningstar)
Chart: India Appliances (AI)
The Car Owner’s Dilemma (Money Life)
Keep the tradition (AI)
Some stuff I am reading today morning:
Stimulus package of FM Nirmala Sitharaman (Rediff)
Retail inflation rises to 7.61% (BS)
Observations on recent Mutual Fund returns (MF Critic)
Interview with Sanjoy Bhattacharyya (Morningstar)
The religions of Bitcoin,Tesla & Peter Thiel (Generalist)
The Big Lessons from History (Morgan Housel)
Ghost Kitchens are the Wave of the Future (Eater)
Moats & Network Effects in Financial Services (John Street Capital)
On Early Stage Venture Capital (A VC)
Elon Musk had a crazy 2020 (Vanity Fair)
