Category: Links

Some stuff I am reading today morning:

TPG invests in Tata Motors EV PVe business at $9.1 Billion Val (BSE)

Mobikwik enters Unicorn Club (BT)

RBI gives Small Finance Bank license to BharatPe (MC)

RBI bans Haribhakti & Co for 2 years ( Rediff )

MarketCap without HumanCap? (2Point2Capital)

How to deal with abrupt ownership change? (Anand Sridharan)

PayTM’s coming of age IPO (Aswath Damodaran)

I collect cashflows (TRB)

The imminent collapse of digital advertising (Scott Galloway)

China changing its stance on climate goals (Javier Blas)

Some stuff I am reading today morning:

Nifty hits 18K (Rediff)

Oil hits 7 year highs (BS)

Open Letter of Invesco to Zee shareholders (MC)

Power Crisis: Is India headed for a “Blackout”? (BT)

Ahmedabad Consumer wins refund case against Club Mahindra (AM)

Comparison of Forging Cos (Devesh Kayal)

Interview with Chamath Palihapitiya (Barry Ritholtz)

Invest like a ‘dumb mule’ (Peter Lynch)

The Great Crypto Crackdown (DR)

Perception (Craig Shapiro)

Some stuff I am reading today morning:

Reliance to buy 40% stake in SW Solar (BS)

What Tatas must do to make Air India fly again (Jitendra Bhargava)

Govt scrambles to avoid power crisis (Rediff)

Q2 FY22 Letter to Investors (Solidarity)

Why we need to find the best stocks in a bear market (Stallion)

Stock Analysis: Asian Energy Services Ltd (Dr Vijay Malik)

Not ideal, but backable promoters (Anand Sridharan)

Study: Amazon’s Cash Flow Statement (Morgan Stanley)

Avoiding China’s ‘fat geese’ businessmen (Aikya)

Learning about risk from Poker ( CFA Institute)

Some stuff I am reading today morning:

Domestic gas price up 62% (FE)

Monsoon to withdraw from Oct 6 (BS)

Why China’s power crunch is a big deal (CNBC)

NCLT directs Zee to consider EGM (CNBC)

Indigo is pushing Spicejet, one station at a time (MC)

Thread: GSFC (Dr Prashant Mishra)

BAF- Balanced Advantage Fakery (MF Critic)

Interview with Jeremy Grantham (Markets)

Research: Value Traps & Deep Learning (Euclidean)

Dangerous Feelings (Morgan Housel)