Some stuff I am reading today morning:
Oil prices jump 4% (CNBC)
Oil traders are focused on Iran (MC)
India to be oil’s biggest consumer (Oil Price)
RBI Governor’s Statement (RBI)
SEC: Crypto has no inherent or innate value (Decrypt)
Company: Joyalukkas (BI)
Memo to Investors (Stalwart Advisors)
The Tide is going Out (Collab Fund)
Reaction Time is important (Microcap Club)
Research: On Market Share (Morgan Stanley)
Some stuff I am reading today morning:
Reliance Retail aims at 2025 IPO (Rediff)
How Adani short sellers targetted Indian markets again (BW)
India-UK FTA talks near closure (BS)
Market Bipolarity: Exuberance Vs Exhaustion (Aswath Damodaran)
Why people pick stocks (Investment Talk)
Tail between the legs (Klementon)
On Economic Moats (Flyover Stocks)
Crypto: Magic Internet Money (Young Money)
The thin line between bold and reckless (Morgan Housel)
10 Quotes that shaped my investment philosophy (Big Picture)
Some stuff I am reading today morning:
Cabinet hikes LPG subsidy (BS)
Higher US rates continue to weigh on Indian markets (FE)
EM bond yields are sending a worrying signal (Bloomberg)
Higher oil prices threaten profit margins (Rediff)
Company: MediaTek (Forbes)
Polygon in trouble (Decrypt)
Himalaya Wellness Vs The Liver Doc (Money Life)
Higher for Longer Vs Stock Market (Common Sense)
The sustainable secret of the Battery world (Collab Fund)
Investing in an age of disruption (Tsai Capital)
Some stuff I am reading today morning:
Something is breaking in financial markets (CNBC)
Unabated FPI selling pulls indices to one month low (BS)
IHC increases stake in Adani Enterprises (BT)
Exuberance in SME IPOs (FE)
Private Capital chasing mid-sized Indian banks (Forbes)
Why rates are rising (Larry Swedroe)
Precious Metals feel the heat (Oil Price)
Interview with Jamie Dimon (The Street)
Interview with Cathie Wood (Morningstar)
Memo: Beyond the Landing (GMO)
Some stuff I am reading today morning:
Vedanta: A decade of merger, demerger (Money Life)
Adani plans to build 10GW solar capacity (Rediff)
BSE’s dream run (BW)
What is hurting India’s exports (Fortune)
On fundraise by Bajaj Finance (Proinvest Nirmiti)
How to do business analysis of Stock Brokers (Dr Vijay Malik)
Latest Post Office Small Savings Rates (Basu Nivesh)
Interview with Mike Gitlin (The Market)
The curse of short termism (BI)
How to outperform (Common Sense)