Category: Links

Some stuff I am reading today morning:

PM Modi launches 75,000 Cr solar rooftop scheme (Money Life)

Paytm NBFC lenders in trouble (BS)

Reliance crosses 20 Lakh Crore in market cap (MC)

Ant Financial’s stake value in Paytm declines (Rediff)

US inflation tops forecasts (Bloomberg)

SEBI rejects NSE’s settlement plea ( FE )

Company: Annapurna Swadisht (BI)

Interview with David Einhorn (Big Picture)

The PE fund that invests only in Whiskey (Axios)

How US became the world’s top oil producer (Oil Price)

Some stuff I am reading today morning:

UPI launched in Sri Lanka, Mauritius (Money Life)

Tower Semiconductor in India (BT)

Hong Kong is over (FT)

MSCI February Review (NDTV Profit)

Theme: PSU Stocks (MC)

Stock Talk: Eveready (BI)

Bitcoin back to $50,000 (HT)

Can ChatGPT improve your stock picks? (AA)

The hidden dangers of malinvestment (AM)

Annual Investor Presentation (Pershing Square)

Some stuff I am reading today morning:

Centre examining China FDI in Paytm (BT)

Xiaomi protests India’s scrutiny of Chinese cos (BS)

Interview with Anil Singhvi (Forbes)

Growing unemployment in India (Fortune)

A deep dive into Paytm (MC)

Company: Ujjivan Bank (BI)

On the Magnificient Seven (Aswath Damodaran)

Why realistic return expectations matter (MF Guy)

Lessons from Ed Thorp (Moon Tower)

Just focus on the fundamentals (Albert Bridge Capital)

Some stuff I am reading today morning:

RBI Governor’s statement on monetary policy (RBI)

RBI on the Paytm crisis (FE)

SEBI action on experts coming on Zee Business Channel (SEBI)

Interview with Gunavanth Vaid (MC)

The mystery behind NSE phone tapping case (BW)

Why medical devises firms seek lifelines (Fortune)

White Paper on the Indian Economy (GOI)

Company: SpiceJet (Forbes)

Fairfax: The GE of Canada (Muddy Waters)

Interview with Tom Hancock (Big Picture)