Some stuff I am reading today morning:
Blackstone plans $833 Million exit from Embassy REIT (MC)
100 critical mineral blocks to be auctioned by Feb 2024 (BS)
India’s inbound remittances rise to $125 Billion (Fortune)
Fund Managers find comfort in large caps (Rediff)
Stock Talk: Black Box (FE)
The Temptation of Factor Timing (Alpha Architect)
Buffett: Different kinds of businesses (AM)
Money for Nothing (Daily Reckoning)
Selling Vs Doing (Nick Maggiulli)
18 rules for ageing well (Morningstar)
Some stuff I am reading today morning:
RBI gives nod to IDFC-IDFC First Bank Merger (NDTV Profit)
Share of Natural Gas in energy mix to rise to 15% (GoI)
Man Infra to build India’s tallest building (MC)
Indigo becomes first Indian airline to carry 100 Mn pax in a year (BS)
Few takers for IPOs of new age Tech cos (Forbes)
Houthi attacks in Red Sea threaten global supply chains (CNBC)
Stock Analysis: Websol Energy Systems (Dr Vijay Malik)
Next 2 decades will see fastest transformation in India’s history (Arvind Panagariya)
Are you in a race to measure your daily NAV? (Bala)
What keeps me awake at night (Thierry Borgeat)
Some stuff I am reading today morning:
First listing today on NSE Social Stock Exchange (MC)
What FED is expected to do today (CNBC)
Digital transactions up 45% in FY24 (Fortune)
Corporate Sleaze: Bartronics India (Money Life)
CRED’s year of vindication (Inc42)
Case Study on MSTC (Fundoo Professor)
Startup: CABT Logistics (Forbes)
Interview with Joel Tillinghast, Fidelity (Big Picture)
Tidal waves in Venture Capital (East Wind)
Why do people forecast the markets? (BI)
Some stuff I am reading today morning:
Rajiv Jain-led GQG’s $10 Billion India bet (BS)
Adani Group EBITDA crosses 43,000 Cr (BT)
Wipro’s senior leadership crisis deepens (Fortune)
Blu Smart optimistic of scaling up EV fleet (FE)
2023 was a good year for most asset classes (Capital Spectator)
Stock Talk: Cubex Tubings Ltd (Weekly Watch)
Startup: Biryani By Kilo (Forbes)
Interview with Howard Marks (Oaktree)
Key Person(s) Valuation (Aswath Damodaran)
China’s Xi goes full Stalin with purge (Politico)
Some stuff I am reading today morning:
All eyes on the Fed this week (The Street)
RBI Governor Das at MPC Press Conference (RBI)
India to overtake Hong Kong in market cap (MC)
Distributors flock to Mutual Funds (Rediff)
Case Study: IRFC (Fundoo Professor)
Sector Watch: Cement (FE)
Startup: Atomberg (Forbes)
Company: Funskool (BI)
Successful investing is hard (Common Sense)
Remembering my teacher Charlie Munger (Li Lu)