Author: Raoji

Some stuff I am reading today morning:

Delhi Covid crisis intensifies (FE)

Emirates sacks 600 pilots in a day (MC)

Adani wins world’s largest solar project order (BS)

How Ola plans to ride out the storm (Mint)

Looking for moats in AMC stocks (Larissa Fernand)

Worries about a retail investor led speculative mania (Credit Writedown)

Podcast with Jeremy Grantham (Overcast)

Investor Presentation by Jeffrey Gundlach (ZH)

Expense ratio in Mutual Funds (Good Moneying)

How to bootstrap a $ 20 Million business without VC/Angel funding (Paras Chopra)

Some stuff I am reading today morning:

Beware the ‘bull trap’ in a bear market (BS)

Mall owners reluctant to drop rents (FE)

Interview with Uday Kotak (Forbes)

Migrants eye an return to cities (Mint)

NSE shutters NOW (BL)

Equity MFs inflow hit 5 month low in May (Rediff)

Rakesh Jhunjhunwala’s ‘ The mother of all bull runs’ (Rahil Jasani)

Inflection Point? (Humble $)

Rip Van Winkle and the Stock Market (Wisdom Tree)

Tail Risk Hedging (Verdad Cap)