Some stuff I am reading today morning:
RIL battles Amazon over Future Group (FE)
India may see $206 Billion investment in oil & gas (BS)
MFs keep faith in ITC (Mint)
Why Dr. Reddys had to shut all its units (Rediff)
Nifty PE at all time high (Free Fincal)
Message from bad results of SBI Cards (T N Ninnan)
Stupid retirement advice (Subramoney)
Are you worrying about the right thing? (Retirement Field Guide)
Every Time Out It’s a guess (Common Sense)
On House Hacking (Mr. Money Mustache)
Wishing all readers a very Happy Dussehra !
Here are the most clicked items on Alpha Ideas this week:
Byju’s : 10.8x in 3 years (AI)
Coca Cola Millionaires (AI)
Stocks that destroyed most wealth (CNBC TV18)
We shall overcome (AI)
P/E ratio is rubbish (AI)
Thread on Portfolio Construction (Value Pickr)
Buy Now Pay Later (Marc Rubinstein)
Good Cos Vs Bad Cos (AI)
Mega Trend: Batteries (AI)
20 things you can learn by watching Scam 1992 (Vivek Kaul)
Some off beat reads for the weekend:
Expose: Biden’s Chinese Connection (Baldings World)
The mystery of the Immaculate Concussion (GQ)
India is leaping ahead in Green Energy (Vivek Wadhwa)
The Dukaan Story (Subhash Choudhary)
Police Vs Army in Pakistan (Shekhar Gupta)
Go Niazi Go (Naila Inayat)
How Gen. Bajwa got his extension (2 Paisay)
Arnab is just Arnab (Savio Rodrigues)
Is pasta the new pizza for Indians? (Mint)
Why India is not ‘growing’ hing (Marryam Reshii)
Parihaspora: Ancient Capital of Kashmir (LHI)
Why do you want to abuse my mother? (Pritish Nandy)
Elementary, dear Kamalam (J Mathrubootham)
Covid-19 and Surfaces (Wired)
Preparing for Death (Arun Shourie)
Some stuff I am reading today morning:
RBI changes rules for Housing Finance cos (BS)
SBI Cards gives a shock on asset quality (Mint)
Ather Energy bets big on EV Chargers (Fortune)
Vedanta shareholders eye bonanza (FE)
The mysterious man who will fly Jet Airways (Forbes)
Interview with Bharat Shah (OB)
Some things I’ve learned over the last 30 years ( Broadsword Capital)
The day is coming for value investing (AM)
The forklift drivers who don’t leave their seats (BBC)
Wimbledon and the art of Risk Management ( Marc Rubinstein)