Some stuff I am reading today morning:
Reliance Power defaults (BS)
On RBI report on digital lending (FE)
Stock Talk: Lal Pathlabs (Forbes)
Of IPOs & Disclosures (Bala)
A restaurant without a shingle ( Marker)
Li Lu on Munger’s patience (AM)
New business model for Twitter (Stratechery)
Metaverse land sales top $100 Million in a week (Decrypt)
Why its so hard to play the long game (Sequoia)
Assured misery (Morgan Housel)
Back after a long hiatus. Probably the longest break I took from blogging.
Completed a 15 day trek in Nepal. Did Renjo La Pass (5360 m) and Everest Base Camp (5364 m)
Thank you for your patience.
Some stuff I am reading today morning:
Snapdeal targets $250 Million IPO (BS)
Piramal Pharma to launch own D2C Platform (FE)
How Falguni Nayar built success with Nykaa (Forbes)
How to value new age IPOs (Fortune)
CSK & Dhoni: Beyond the Crown (Forbes)
Deep Dive: Tanla Platforms ( Abraham George)
Stock Talk: Barbeque Nation (Dhruva Pandey)
Everything is China maal (The Tipsheet)
The Winds of Change (Howard Marks)
Prime Time in Crypto (Marc Rubinstein)
Some stuff I am reading today morning:
Cryptocurrency market hits $ 3 Trillion (BS)
Crorepati Stocks (BT)
Chingari’s $19 Million Crypto Bet (MC)
Mounting troubles for India’s airlines sector (Fortune)
Fertilizer shortage may pinch farmers (Rediff)
The IPO frenzy (Abhishek Basumallick)
Interview with Bill Nygren & Dennis Lynch (Morningstar)
Bitcoin for the open minded sceptic (Matt Huang)
The Nothingness of Money ( Lawrence Yeo )
Growth Vs Value stocks ( Aaron Pek )
Some stuff I am reading today morning:
Stock Exchanges to implement T+1 (BS)
Thread : Paytm IPO ( Anurag Singh )
Nykaa- The true value of a Brand (Ankush Agarwal)
Is Piramal Pharma a special situation play? (Anish Moonka)
Reading Charts- A Checklist (Prabhakar Kudva)
Buying digital gold? Think twice (Fortune)
Interview with Thomas Gayner (Big Picture)
Discord: Imagine a place (Not Boring)
How to convert $20K to $250K (Colin Landforce)
A false sense of certainty (Abnormal Returns)
Some stuff I am reading today morning:
Paytm IPO opens today ( MC )
Bumper Diwali Sales: Sustainable demand (BS)
India’s growth prospects anything but bright (Fortune)
How TCS is reconfiguring its future (Rediff)
Sydney Airport signs $ 17.5 Billion Airport deal (CNBC)
Interview with Sequoia’s Roelof Botha ( Join Colossus)
The music industry in 10 years (Big Picture)
Time for inflation proof portfolios (Reuters)
The 3 Levels of FOMO (Common Sense)
No such thing as enough money ( Jacob Schroeder)