Some stuff I am reading today morning:
US President Biden in India today (MC)
India’s policy contradictions (CNBC)
Foxconn Chief excited about India (Rediff)
L&T wins $4 Billion order from Saudi Aramco (BS)
Why FMCG cos want a bite of Haldirams (FE)
Bubbles & Bubbles (Irrelevant Investor)
Sing me a song of valuation (Wisdom Tree)
The rise & fall of ESPN’s leverage (Stratechery)
Even if you knew the future (Microcap Club)
Respect & Admiration (Morgan Housel)
Some stuff I am reading today morning:
Red hot US economy revives rate hike bets (The Street)
IPO investors ride the bull run (Rediff)
SEBI keen to introduce fractional ownership (BT)
Interview with Pankaj Tibrewal (Prashant Nair)
IPO: Jupiter Life Line Hospitals (FE)
Company: Sterling Tools (BI)
Interview with Kidzania Founder Xavier Ancona (Forbes)
How BYD snatched Tesla’s crown (ROW)
Return on Hassle (RadReads)
Thread: How Shelby Davis turned $50,000 to $900 Million (Idea Hive)
Some stuff I am reading today morning:
Jio Fin to be excluded from NSE indices from tomorrow (Rediff)
SEBI to usher in 1 hour trade settlement (BS)
Be cautious in small caps (Vivek Kumar Gujrati)
SBI MF: Betting Big with AIFs (Forbes)
Competition intensifies for Cipla (BT)
M&M’s investment in RBL Bank (Money Life)
Ride hailing startup Blu Smart crosses 400 Cr in ARR (MC)
On Margin of Safety (Value Investing)
Dollar Cost Averaging Wins (Ben Carlson)
Dull is likely to win in investing (BI)
Some stuff I am reading today morning:
BHEL bags order of India’s largest hydro project (PSU Watch)
Paytm launchs Card Soundbox (Mint)
Oil reaches new 2023 high (Oil Price)
How RBI is allowing defaulters to keep their cos (Money Life)
The takeoff and crash landing of Naresh Goyal (Rediff)
Why EV Charging Infra rots (Fortune)
Startup: Veeba India (Forbes)
Brand: Tanishq (BI)
Inherited financial advice could be misleading (Morningstar)
The difference between gained and lost dollars (Michael Burry)
Some stuff I am reading today morning:
My resignation letter (Uday Kotak)
ED arrests Naresh Goyal (Fortune)
The making of Equirus Capital (BI)
Interview with Devina Mehra (Morningstar)
Buffett, 93 is still at the top of his game (CNBC)
Neglected aspects of investing (Investment Talk)
Tell me a story (Prof Galloway)
Retirement: Fear of running out of money (WaPo)
Instinct can beat analytical thinking (HBR)
China in trouble (Katusa)