Some stuff I am reading today morning:
Crude at $111 (Siasat)
Investors can trade in US stocks on NSE IFSC (BS)
Delhi High Court dismisses bail plea of Gautam Thapar (Rediff)
BharatPe sacks Ashneer Grover (Fortune)
Madhabi Puri Buch takes over as SEBI Chief (FE)
On the tenure of SEBI Chief Ajay Tyagi (MC)
Shorting Counts (Cliff Asness)
The year ahead in Crypto (Pantera Capital)
Interview with Sebastian Mallaby (Big Picture)
On the Energy Crisis (Goehring & Rozencwajg)
Some stuff I am reading today morning:
Stocks set for painful week (FE)
Why is the SWIFT ban on Russia so serious? (MC)
Is the inflation threat being underplayed? (BI)
What went wrong at edtech startup Lido Learning? (Forbes)
On the Zee-Sony merger (BW)
A history of invastions, wars & markets (IA)
How geopolitics impacts markets (Big Picture)
Thread: Managing a Concentrated Portfolio (Shorsighted Capital)
Berkshire Hathaway 2021 Annual Letter (BA)
Deep Dive: Universal Music Group (Elevation Capital)
Some off beat reads for the weekend:
Why Ukraine gave up its nuclear weapons (NPR)
Putin’s Spiritual Destiny (Giles Fraser)
What the West gets wrong about Putin (Unherd)
Is Taiwan Next? (Atlantic)
What happened in Kazakhstan’s January Rebellion? (Palladium)
Why Khamenei is silent about the nuclear deal (Arab News)
Ride Hailing Apps are struggling in Bangladesh (ROW)
UC Berkley & America’s Stagnation (Apricitas)
Sukesh Chandrashekhar: India’s greatest conman (NL)
The truth about the influencer economy (Guardian)
A Divorce Attorney’s advice on marriage (TOI)
Priya Ramani Vs M J Akbar ( Menaka Rao)
Once in a Lifetime Click (Bangalore Mirror)
Thread: Madhubala’s amazing popularity in Greece (Paperclip)
Travelogue: Backpacking across Sri Lanka (Team BHP)
Some stuff I am reading today morning:
Market mayhem wipes off 13.44 Lakh Crore of investor wealth (Rediff)
SEBI extends deadline for client collateral (BS)
Gas supply around the world can get disrupted (CNBC)
Moody’s upgrades 2022 India GDP forecast to 9.5% (Fortune)
Sector: Cement (Dr Vijay Malik)
Shopify’s evolution (Stratechery)
Buy when there is blood on the streets (Abraham George)
Focus on what you can control (TRB)
3 Ways to win during a market correction (Ben Carlson)
Its ugly out there (Irrelevant Investor)
Some stuff I am reading today morning:
Thread: Ukraine at the edge of war (Max Seddon)
Mukesh Ambani: India’s green energy exports to touch $500 Billion (BS)
LIC IPO takes equity cult deeper in India (FE)
LIC- The Kamadhenu (Bala)
Stock Talk: Policybazaar (Forbes)
The case for Bitcoin as ‘digital gold’ is falling apart (CNBC)
Thread: On Tech growth post Covid (Jamin Ball)
The downside & upside to speculative investing (Morningstar)
The importance of Price Discipline (Christopher Davis)
Now you get it (Morgan Housel)