Some stuff I am reading today morning:
Fitch puts US AAA rating on negative watch (CNBC)
India Inc’s capex push (FE)
Shareholders of Siemens Ltd are upset (MC)
ED raids online gaming portals (BS)
Thread: Kingfa Science (Gunavanth Vaid)
Company: Aurion Pro Solutions (BI)
Startup: Spinny (Forbes)
Windows & the AI platform shift (Stratechery)
4 Learnings from my Journey (Neil Parikh)
Career advice from David Tepper (Investment Talk)
Some stuff I am reading today morning:
India is G20’s fastest growing economy (BS)
GQG raises stake in Adani (MC)
Interview with T Koshy, CEO ONDC (Forbes)
Company Talk: Chola MS (BI)
How much wealth gets you in top 1% (Morningstar)
JP Morgan bets big on carbon removal (Oil Price)
Investment Junk Food (Behavioural Investment)
Most gray haired investors turn into perma bears (Ben Carlson)
Time to take off the Bear Suit (Daily Reckoning)
Simon Cowell on his money mistakes (CNBC)
Some stuff I am reading today morning:
The Blackmail of Bill Gates (Independent)
Phone Pe on track for a $ 1 Billion fund raise (BS)
Elon Musk predicts the future of AI (The Street)
How long will Rolta stymie the insolvency process? (BI)
Stock Talk: MTAR Technologies (Intelsense)
Startup: Poshn (Forbes)
Concentrating on the best (Verdad Cap)
How Japan got its swagger back (FT)
Neglecting EMs is a huge mistake (The Market)
Compounding Head Starts (Seth Godin)
Some stuff I am reading today morning:
Supreme Court Committee report on Adani (Live Law)
The hits keep coming for Vodafone India (FE)
Coforge makes it to the Billion $ club (BI)
Change of guard at HUL (BW)
From Web2 to Web3 (Forbes)
The Great Disconnect (Anand Sridharan)
Gold as a Safe Have asset (Larry Swedroe)
What AI means for Investment Professionals (CFA Society)
What went wrong with Argentina? (SUA)
10 things we let go as we age (POF)
Some stuff I am reading today morning:
Japan stocks surge to highest since 1990 (CNBC)
SEBI to crackdown on suspicious trading (BS)
India can lead the Web 3.0 Revolution (Forbes)
M&A deal volumes plummet by 90% (BW)
L&T Finance joins the big league (BI)
On Zero-Day Options (Yahoo Finance)
One of our favourite chart patterns (Climateer)
On the AI bubble (Daily Reckoning)
Second Order thinking (Bob Seawright)
How the US film industry mitigates financial risk (CEPR)