Some stuff I am reading today morning:
TCS Q2 performance impresses (MC)
IPO pipeline continues to be robust (FE)
Global steel prices under pressure (Oil Price)
Charging up Mahindra (Fortune)
Company: Igarashi Motors (Uncommon Profits)
Thread: New Jaisa Technologies (Caprize)
DII flows changing market dynamics (Monarch AIF)
Why high growth may lead to poor outcomes (Morningstar)
Optimism and the Stockdale paradox (2Point2Capital)
Letter to investors (Bill Nygren)
Some stuff I am reading today morning:
Why are FIIs fleeing Indian stocks (Forbes)
India’s space economy to touch $44 Billion (MC)
Adani group to refinance $4.5 Billion in debt this month (FE)
ED arrests four Vivo officials (BW)
The Thalaiva at Murugappa Group (Fortune)
Paul Tudor Jones on the markets (The Street)
The challenge of shorting equities (Big Picture)
The paradox of past performance (BI)
A reminder of what’s important (Irrelevant Investor)
Avoid stress to become a better investor (Klement)
Some stuff I am reading today morning:
Vodafone India warns of existential threat (MC)
On MCX Tech Transition (BW)
Sector: Paints (Rediff)
Company: Laurus Labs (Fortune)
Startup: Cradlewise (Forbes)
Interview with Anish Tawakley (Morningstar)
The art of reinvesting (Proinvest Nirmiti)
Aim for the middle (Humble $)
Patience in Investing (Validea)
5 Common Client Concerns (CFA Institute)
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)