Some stuff I am reading today morning:
Instant settlement in stock markets (BT)
ITC Board approves demerger of Hotels Biz (Fortune)
Reliance partners Brookfield for data centre business (Rediff)
Twitter has become X (The Street)
15 Smallcaps that are favourites of Mutual Funds (MC)
Startup: PhysicsWallah (Forbes)
Another Bubble (Daily Reckoning)
The One Enduring Investment Strategy (Charlie Munger)
You never know with the restaurant biz (Herb Greenberg)
The Trillion $ scam (Yahoo)
Some stuff I am reading today morning:
Paytm raises revenues by 40% (MC)
Online biz model gaming is unviable (Fortune)
FMCG firms turn focus to spices for growth (FE)
India’s Hub ambition (Money Life)
On attrition in Banks (Forbes)
Smallcap: Iris Business Services (Bull Bull)
The Company you keep (Humble $)
The case for hard assets (Felder Report)
Reducing the Risk of Momentum Crashes (Alpha Architect)
The Comfort Crisis (Mr MM)
Some off beat reads for the weekend:
Patnaik, Pandian & Odisha Politics (Secretariat)
Manipur: Kukis Vs Meiteis (Swarajya)
Pakistan is sinking into economic unviability (Dawn)
Russian fortifactions present an old problem (Engelsberg)
China’s ‘useful idiots’ in the West (ORF)
My lament for Khartoum (Guardian)
Iran in Latin America (TOI)
Modi in Paris (RT)
Turkiye’s Syria Policy (Crisis)
The far right is on the rise in Europe (Al Jazeera)
New York City has lost the War on Rats (Baffler)
The 1807 Copenhagen Expedition (NAM UK)
Thread: How to win on Wall Street (Ahmed)
Travelogue: Costa Rica (Mint)
Drive: Sikkim (Team BHP)
Some stuff I am reading today morning:
Utkarsh Small Finance Bank to list today (MC)
L&T plans buyback (FE)
IDBI Bank recovers just 7% of 45,536 Cr written off (Money Life)
Govt bans export of non-Basmati white rice (BS)
No plans to merge ACC, Ambuja Cement (BW)
Elon Musk’s multiplying ventures (CNBC)
Startup: LeverageEdu (Forbes)
High returns or Appropriate returns (Morningstar)
Betting against current hubris (Dan Rasmussen)
Compounding: The silent hero (Validea)
Some stuff I am reading today morning:
Tatas to invest 42,500 Cr in UK (BS)
FMCG lines up 17,200 Cr in Capex (FE)
Late Filing Consequences (BW)
Being non-compliant with rules in India (Money Life)
Foreign investors are favouring India over China (Forbes)
You missed the rally (Douglas Boneparth)
Silicon Valley’s entire business model is a scam (BI)
Buffett’s bet on Old Energy (Kingswell)
Appropriate Tension (Seth Godin)
Rich and Anonymous (Morgan Housel)