Some stuff I am reading today morning:
Cabinet clears policy on PSU privatisation (BS)
Budget 2021: Govt may impose import duties (FE)
Omkar Group Chairman, MD arrested (Rediff)
India’s real estate sentiment at 3 year high (BS)
Budget, Fudget, Forget (Bala)
Back to office (Fortune)
Interview with Chamath Palihapitiya (CNBC)
The day the stock market became a video game (CA)
Late Cycle Bubblicious? (Barry Ritholtz)
The 3 elements of an investment time horizon (BI)
Some stuff I am reading today morning :
India only nation with double digit growth in FY22 ( IE )
Farmers turn violent ( BS )
Hero Motocorp eyes market beyond two wheelers ( BT )
PayTM’s big play ( Fortune )
The epic $GME saga (Shaan Puri )
An open letter to CNBC ( r/wallstreetbets )
Buffett on short selling ( Trevor Scott )
Sensex Vs Gold ( FE )
Let them vote ( Of $ and Data )
Video : Natco Pharma, Imminent growth cycle? ( Value Pickr )
Wishing readers a very Happy Republic Day.
Some stuff I am reading today morning:
SEBI issues showcause notice to Franklin Templeton for unethical conduct ( BL)
PM Modi should not back down on Farm Laws (BS)
Govt introduces vehicle scrappage policy (TOI)
Interview with Gopal Jain (Fortune)
Buy Price, but no sell price? (Anand Sridharan)
10 big trends for 2021 (Ruchir Sharma)
Here’s something you can’t understand (TRB)
The grocery store puzzle (Verdad)
The rise of Pubmatic’s Goel brothers (Mint)
Tinkoff, Russia’s Capital One (Marc Rubinstein)
Some stuff I am reading today morning :
China – Taiwan tensions rise ( Reuters )
Reliance Industries spins off 02C business into new unit ( BS )
India weighing 30 vaccine candidates for immunization programme ( Mint)
Microcap Investing with Ashish Chugh ( Omkara Capital )
Interview with Rakesh Jhunjhunwala ( YouTube )
How to buy Ethereum in India ? ( FE )
Covid-19 has disrupted India’s newspaper industry ( India Forum )
Lessons from the Japanese Great Depression ( Intelsense)
So you turned $300K into $3 Million. Now what? ( Common Sense )
A responsible version of market timing ( Morningstar )
Some off beat reads for the weekend:
No pain, No gain (Cheteshwar Pujara)
Hanuma Vihari’s inspiring journey (Jayesh)
Bold India caught Australia (SMH)
KTR’s coronation as next CM of Telangana seems certain (DailyO)
Why Indian legal reform remains an after thought (Bibek Debroy)
How the most hyped US oil merger went bust (Texas Monthly)
Letter from Pakistan (Naila Inayat)
Trained to Kill (Wired)
The hunt for Felicien Kabuga (GQ)
The plight of Indian indentured labour in Mauritius in the 1800s (Scroll)
Australian pearl industry was founded on slave labour (SCMP)
Colonialism just became Capitalism (Indi Samarajiva)
Lakshadweep’s Umbrella riots (LHI)
Jauhar-Shaka: When the enemy was at the gate (Sahana Singh)
Greatest quotes of Marcus Aurelius (Brian Feroldi)