Author: Raoji

Some stuff I am reading today morning:

HUL Chairman: Worst is behind us (MC)

US Justice Department Vs Google (BS)

Reliance Jio, Qualcomm to rollout 5G in India (BT)

Tesla batteries could last 2 Million Miles (Teslarati)

The rise and rise of UPI (Mint)

Startup: MamaEarth (MC)

Finding the next Amazon (Joachim Klement)

Overnight Tragedies Vs Overnight Miracles (Morgan Housel)

The Principle of Maximum Pessimism (John Templeton)

Money is Gold, and nothing else (DR)

Some stuff I am reading today morning:

SEBI approves IPO of Kalyan Jewellers (FE)

Brookfield to invest $2 Billion in India’s biggest property deal (BS)

Blackstone bids to buy L&T MF (Mint)

Stock Talk: Rajratan Global (Ravi Sundaram)

A thread on porfolio construction (Value Pickr)

A few of my quirky investment opinions (French Munger)

Podcast: Investing with Richard Lawrence (Breaker)

Startup : ClearTax (Forbes)

The biggest Covid beneficiaries will be leading brick n mortar retailers (Gavin Baker)

Half of Indian population will have Corona virus by Feb 2021 (Reuters)