Some stuff I am reading today morning:
Foxconn pulls out of Vedanta JV (Forbes)
Lenders tell SC to wind up Jet Airways ( BS )
Indian co linked to Russian Oil disappears ( Oil Price )
Company: Anupam Rasayan ( BI )
The Credila success story ( Rediff )
Size does matter (2Point2 Capital)
5 Revealing Pictures ( Sapient Capital )
Beware the BBQ pitch ( Katusa )
Never be in a hurry to sell ( Tom Gayner )
Memo : Taking the temperature ( Howard Marks )
Some stuff I am reading today morning:
India could become a magnet for FDI (BS)
Unease over Reliance Retail buyback offer (FE)
Swiggy, Zomato discounts are a farce (Forbes)
RIP HDFC Ltd (Bala)
How Air India got funds to buy planes (Rediff)
India’s Lab-grown Diamonds (MC)
The economics of selling on the Internet (FTM)
Six Criteria to avoid value traps (Validea)
Remember, Don’t fight the FED? (Ben Carlson)
Customer traction is the hardest part (Seth Godin)
Some stuff I am reading today morning:
Monsoon nears normal range ( FE )
Adani Green to raise 12,300 Cr ( Rediff )
How Senco Gold stuck gold ( Forbes )
Return of Wind Sector ( Fortune )
Interview with Lalit Dua ( You Tube )
Blackrock’s move into Crypto ( Coin Desk )
China should repay pre-1949 debt ( Climateer )
Investing is not for everyone ( Munger )
Risk Capacity is more important than Risk Tolerance ( Morningstar)
Smart things smart people said ( Morgan Housel )
Some stuff I am reading today morning:
Presentation: India’s Digital Transformation (Nandan Nilekani)
IFFCO to purchase 2500 drones (Rediff)
Pharmeasy in deep crisis (Money Life)
Thread: Irregularities at EKI Energy (Leading Nowhere)
Spicejet’s Do or Die moment (Fortune)
Company: IDFC First Bank (Forbes)
Why Samir Arora bought HPCL (MC)
The impact of RoC on shareholder returns (CM)
What do the best investors do that rest don’t? (BI)
Lessons from Harry Markowitz (EI)
Some stuff I am reading today morning:
Random Thoughts at Market Highs (Debashis Basu)
IPO Watch: Senco Gold (Arun Kejriwal)
Menace of Finfluencers (Fortune)
3 simple rules for Micro Caps (Rajiv Mehta)
Why Sports Leagues are taking off in India (Forbes)
Contrarians are usually wrong (Ben Carlson)
Satya Nadella’s End Game (Super Joost)
Chart Watching Market Timers fail again (Mathematical Investor)
The secret to keeping shareholder turnover low (Buffett)
Actionable Feedback (Seth Godin)