Author: Raoji

Some stuff I am reading today morning:

India Inc has a whiff of License Raj (Mint)

Rana Kapoor blamed for Yes Bank collapse (MC)

SBI to grant moratoriums to NBFCs on a case-by-case basis (BS)

Black swans, Black crows and Fund Lies (Ajit Dayal)

Home Improvement Spending will go up (TRB)

Sam Zell isn’t buying yet (Yahoo)

Interview with Jim Chanos (Big Picture)

The landscape has changed for traditional value investing (Bruce Greenwald)

A Situation Vs a Slog (Seth Godin)

Sweden Vs Its Neighbors (Big Picture)

Some stuff I am reading today morning:

Massive hike in fuel excise duty by Modi Govt (FE)

Mumbai on the verge of unprecedented health emergency (ET)

Pharma sales drop 19% on demand collapse (Mint)

Banks scout buyers for Future Retail (BS)

What drives Indian Private Equity returns? (Morningstar)

Indian Agriculture- An area of darkness (Baidik Sarkar)

No country for migrants ( Pooja Sarkar)

Can “Sell in May & Go away” beat the Covid Bear? (Jody Chudley)

Mayhem with Multiples (Aswath Damodaran)

Buffett made this group of traders $ 200 Million (Market Watch)

Some stuff I am reading today morning:

India set to feel labour pangs (Mint)

Reliance Jiomart ramps up ops (ET)

Go Air in trouble (FE)

India offers land to companies leaving China (BS)

India’s April gold imports plunge 99.9% (Reuters)

US Treasury set to borrow a record $ 3 Trillion this Quarter (CNBC)

Stock Talk: Asian Paints (Jana)

ITC- An Investor’s Dilemma (Divyansh Agnani)

Bitcoin: Quantitative Tightening (A VC)

This version of Warren Buffett (TRB)