Author: Raoji

Some stuff I am reading today morning:

Biden predicts victory (Reuters)

SBI’s asset quality numbers warrant closer look (MC)

On Jet Airways (Safal Niveshak)

Why Indigo may be heading towards its golden years (BT)

Adani Enterprises plans 50,000 Cr capex in next 5 years (BS)

Gold demand rebounds in India (FE)

The H1B visa may be finished (Forbes)

Bitcoin may become a pension portfolio fixture (CIO)

How to find great AI cos (Macro Ops)

How we saw the world in 2010 (Baillie Gifford)

Some stuff I am reading today morning:

Ant Financial IPO halted (CGTN)

Gland Pharma to be India’s biggest pharma IPO (FE)

Some Questions on Laurus Labs (Intrinsic Compounding)

Why RBI Governor is playing Mr.Bond (Mint)

Adani wins coal mines in India (BS)

Can Fantasy Sports survive in India? (Forbes)

Going Direct to Learners (A VC)

The Ideal company doesn’t pay a dividend (Terry Smith)

The right time to sell a stock (Bill Nygren)

United States Vs Google (Stratechery)