Some stuff I am reading today morning:
IRCON OFS opens today (FE)
Spectrum auction fetches Govt 78,000 Cr (BS)
Haryana to reserve 75% of private sector jobs for locals ( TOI)
Unions oppose PSB privatisation (Money Life)
Interview with Sunil D’Souza (Tata Consumer)
Paul Singer warns of trouble ahead (Bloomberg)
Netflix and its battle for India (Fortune)
The difference between gambling & investing (Mr Stingy)
Why Toppr had to sell to Byju’s (MC)
Citi never sleeps (Marc Rubinstein)
Some stuff I am reading today morning:
BPCL to sell Numaligarh refinery for Rs.9,876 Cr (Rediff)
What is Bharti Airtel upto? (Capital Mind)
Maruti Suzuki’s India plans (Fortune)
Balaji Amines: A big fish in a small pond (Financial Monk)
Thread on AU Small Finance Bank (Benaam Niveshak)
Startup: Udaan (Mint)
The Full Collection of Nomad Investment Partnership Letters (IGY)
Yen Liow: Evolution of a Public Market Investor (Off Piste)
Warren Buffett’s Big Investing mistake (BVI)
Bitcoin and Buying Things (Ranjan Roy)
Good to be back !!
Some stuff I am reading today morning:
PM Modi takes first dose of Covid-19 vaccine (IE)
Why NSE didn’t switch to DR site on Wed (Rediff)
Assam shakes up the micro loans universe (Mint)
Why transformation is a buzzword at Piramal (Fortune)
The man who abandoned Value (Institutional Investor)
What happened to Gold? (Irrelevant Investor)
Charlie Munger: 2021 Daily Journal AGM transcript (Junto)
Warren Buffett: 2020 Berkshire Hathway Letter (BH)
Stock Markets & Interest rates (Common Sense)
Facebook’s Big Diem (Marc Rubinstein)
Some stuff I am reading today morning:
Tatas to buy 68% in Big Basket for 9,500 Cr (BS)
Lodha to file draft papers for IPO (Mint)
Amazon announces first manufacturing line in India (Amazon)
Balaji Wafers: Building a 2000 Cr brand (Forbes)
How this retail investor made a fortune in the market (Morningstar)
The Algebra of Wealth (Prof Galloway)
How this ends (A VC)
Why valuations won’t matter for a while (Common Sense)
Why investing is so much fun (Klementon)
Video: Interview with Chamath Palihapitiya (Bloomberg)
Some stuff I am reading today morning:
Brookfield REIT IPO listing day strategy (FE)
JLR’s plans to go electric (BS)
Policybazaar eyes IPO of 4,000 Cr (Mint)
IPO Review: RailTel Corporation (MC)
4 Mid-sized PSU banks shortlisted for privatisation (CNBC)
Privatisation: But from which PM Modi? (Debashis Basu)
The most remarkable change has been Reliance Jio (Reed Hastings)
How Disney+ became a streaming heavyweight (WSJ)
Great investing is an art form (Hayden Capital)
Your big break (Seth Godin)