Author: Raoji

Some stuff I am reading today morning:

Kotak beats SBI to become India’s 2nd most valuable bank (Mint)

Why is the monsoon so important (BS)

Sholay,Satyam and Fortis Healthcare (IIAS Advisory)

Interview with Soumya Malani (Morningstar)

Stock Talk: Netflix (Aswath Damodaran)

What’s behind India’s widening trade deficit? (Quint)

How to think about unsustainable returns (Pension Partners)

Some things I’m pretty sure about (Morgan Housel)

On Unit Economics (Sam Altman)

Startup Investing: On Time and Money (A VC)