Some stuff I am reading today morning:
Monsoon arrival on June 4 (MC)
Return of industrial stocks (Fortune)
Notes from my US visit (Sunil Singhania)
On Negative Cash Conversion Cycles (Rama Krishna)
Tiger Global to sell stakes in private cos (FT)
Interview with Elon Musk (CNBC)
Startup: Roadcast (Forbes)
The best investment strategy is always the same (Prem Watsa)
The spectrum of financial independence (Morgan Housel)
Chores (Seth Godin)
Some stuff I am reading today morning:
WPI inflation turns negative (Fortune)
SEBI: Adani not probed since 2016 (FE)
India’s ‘Pharmacy of the world’ moniker under threat (Forbes)
Gilt Funds Vs Bank Fixed Deposits (Basu Nivesh)
On Greedflation (LA Times)
Roughly right or precisely wrong (Ben Carlson)
Cisco: A magazine cover gone wrong (Big Picture)
Maintaining fear is an incredible element in creation of wealth (Sam Zell)
Thread: On stock based compensation (Brian Feroldi)
Skipping the good days (Seth Godin)
Some stuff I am reading today morning:
3 Leading Brokers face multiple probes (BS)
Two Adani group firms to raise 21,000 Cr (BT)
Retail inflation falls to 18 month low (Fortune)
How AI will define the next decade (Chris Ford)
ONDC has made a promising start (MC)
Will performance based fees help MF investors? (MC)
HNI investors are getting greedy & over-confident (Forbes)
Concentration in the Stock Market (Ben Carlson)
Long term front running (ACS)
Does it pay to be an active investor? (Expectations Investing)
Some off beat reads for the weekend:
How a Madurai Tam Brahm became Hezbollah’s accountant (Print)
Why are they afraid of Imran Khan? (Mehr Tarar)
The Qatar-Syria stand off (Cradle)
King Charles: a reactionary ruler (Spiked)
Why Finns joined NATO (Engelsberg)
Erdogan’s Earthquake (Guardian)
Israel tiptoes around multi-front war (RT)
India’s disappearing Chinese community (BBC Travel)
How two friends sparked LA’s sushi obsession (LA Times)
The Future of Feni (Mint)
Modernity is making you sterile (Spectator)
Thread: Westminster Abbey (Cultural Tutor)
King Charles coronation was like a desi event (Moni Mohsin)
Travelogue: Kashmir (Team BHP)
Thread: Mcleod Gunj (Joshi Gargi Goyal)
Some stuff I am reading today morning:
Hyundai to invest 20,000 Cr in Tamil Nadu (Rediff)
Google Bard launches in India (Fortune)
ED raids can hit Manappuram Finance hard (FE)
Inside Vedanta’s semiconductor ambitions (Forbes)
Stock Analysis: Seshasayee Paper (Dr Vijay Malik)
Small Applications, Growing Protocols (Not Boring)
RIP Metaverse (Business Insider)
The great wealth illusion (Felder Report)
Why some investors can’t tell their best ideas from their worst (CM)
Video: In Conversation with Stanley Druckenmiller (Sohn Conference)