Category: Links

Some stuff I am reading today morning:

Govt to nullify retrospective tax demands (BS)

Can Vodafone Idea die to live? (Fortune)

Swiggy, Reliance BP Mobility tie up to electrify food delivery (TOI)

Sundaram Finance Holdings enhances stake in two cos (MC)

Chairman Naik’s comments at L&T AGM ( BS)

DCF in spirit, not letter (Anand Sridharan)

IMF warns against widespread Crypto adoption (FE)

Ethereum ‘hard fork’ has been activated (CNBC)

On Gray Technologies (Inter Fluidity)

Big Investors are divesting from Fossil Fuels (Morningstar)

Some stuff I am reading today morning:

Kumarmangalam Birla steps down as Chairman of Voda Idea (BSE)

The IPO deluge: Gold Rush or Fool’s Rush (BW)

The audacity of Prashant Jain ( OB )

Shriram Group to go for restructuring (MC)

Why Softbank rejigged its India strategy (Forbes)

SEC Chairman Gary Gensler’s stance on Crypto (Decrypt)

Updating the Spock market (Barry Ritholtz)

How often should you rebalance your portfolio? (Occam)

Everything is a DCF model (Michael Mauboussin)

The story of a Surgical Strike on Cash (Financial Eklavya)

Some stuff I am reading today morning:

Domestic investors propel Nifty past 16,000 (BS)

Zee’s Subhash Chandra clears 91% of debt (Mint)

Techno Funda: Trident (Rushabh Shah)

Sector Watch: India Gas (Benaam Niveshak)

IPO Watch: Devyani International (Aditya Kondawar)

Startup Unicorn: OfBusiness (Forbes)

Crypto & the US infrastructure Bill (A VC)

Power of equity for long term wealth creation (Stable Investor)

Metaverse (Stratechery)

Compounding Crazy (Not Boring)

Some stuff I am reading today morning:

SEBI eases trading in InvITs & REITs (MC)

Birla offers to give up his stake in Vodafone Idea ( Rediff)

Small business suffer after banks shut current accounts (BS)

Policybazaar files IPO papers (FE)

Stock Talk: NALCO (Phoenix Capital)

Edtech gold rush goes on (Fortune)

4 Learnings from my journey (Neil Parikh)

The investment case for Ethereum (Vineyard Holdings)

Advertising stagflation (Ranjan Roy)

How much is Rule of Law worth to markets? (Barry Ritholtz)

Some stuff I am reading today morning:

e-Rupi to be launched today (MC)

RBI likely to maintain status quo on rates (Rediff)

Petrol demand at pre Covid level (FE)

Adani group to enter petrochemicals business (BT)

Investing Dilemma (Ankush Agarwal)

How do you stake Cryptocurrencies? (Decrypt)

Is China that weird? (Farrer Wealth)

Blackstone’s moment ( Marc Rubinstein)

Extracting Value Vs Creating Value (Mr Stingy)

Memo: Thinking about macro (Howard Marks)