Category: Links

Some stuff I am reading today morning:

Shareholders Lock-in set to open for 33 Cos (Forbes)

Phone Pe rings in ONDC with ‘Pincode’ (Fortune)

More upsides ahead for Coal India (Rediff)

How to win at investing (S Naren)

JP Morgan Letter to Shareholders (Jamie Dimon)

Skewness of trading strategies (PAL)

REITs & the elephant in the room (The Market)

Star Analysts think they know better (Klement)

EM Equities have best return profile in 20 years (II)

The Inside of the Stock Market is suggesting hard landing (Felder Report)

Some stuff I am reading today morning:

Oil prices soar (Oil Price)

Real estate cos don’t want RBI to hike (Fortune)

Hero Electric sells 1L EVs second year in a row (FE)

A ‘crash’ course in valuations for Byju’s (Fortune)

All about Mahila Samman Savings Certificate (Basu Nivesh)

Richard Branson’s Virgin Orbit collapses (The Street)

All you need to know to build generational wealth (Big Picture)

The Zombification of Corporate America (Akash Kanojia)

China grants Billions in Bailouts (FT)

Don’t be stupid (Better Letter)

Some stuff I am reading today morning:

RBI likely to hike repo rates by 25 bps (Fortune)

Auto cos report best ever performance (Rediff)

Why PPF interest rate not increased? (Basu Nivesh)

Startup: Blu Smart (CNBC Awaaz)

Spotify is hitting high notes in India (Forbes)

How to do Business Analysis of thermal power plants (Dr Vijay Malik)

Beware the private markets pedestal (Real Returns)

Charlie Munger in conversation with Todd Combs (Singleton Prize)

Ground Report from China (Arisaig Partners)

Mental Liquidity (Morgan Housel)

Some stuff I am reading today morning:

Hong Kong $ under pressure ( Nikkei )

Covid Cases hit 5 month high ( BS )

Sovereign Gold Bonds are the best Bullion bet ( FE )

STT on F&O hiked ( Rediff )

Physics Wallah caught in controversy( BT )

Aggressive growth plans of V-Guard ( Fortune )

Interview with Nilesh Shah ( Morningstar )

Startup : Fitbudd ( Forbes )

The Energy Transition is rapidly accelerating ( Platinum)

Why the FED keeps getting it wrong ( Daily Reckoning )