Some stuff I am reading today morning:
Delhi HC allows Future-RIL deal (FE)
Tesla buys $1.5 Billion in Bitcoin (BS)
Emerging Markets stocks lead returns (Capital Spectator)
Graphic: Top 10 Nifty Cos 2008-2021 (Shivam Mitra)
On digital scalable startups (Sajith Pai)
Engineering a Conglomerate (The Diff)
Arrogance Vs Humility (Anand Sridharan)
On Reits in India (VRK100)
10 biggest money mistakes (Nick Maggiulli)
I’m buying some.Just in Case (TRB)
Some stuff I am reading today morning:
Adani completes purchase of 23.5% of Mumbai airport (BS)
Rishiganga hydro project washed away due to glacier burst (CNBC)
Nifty 10 Year SIP return zooms to 14% (Free Fincal)
Investing in GSecs (Forbes)
Interview with Stanley Druckenmiller (Off Piste)
The biggest risk is rising interest rates (Howard Marks)
The new world of risk – GameStop and Cryptos (Platinum)
The rise and fall of Bitcoin Billionaire Arthur Hayes (Vanity Fair)
The relentless Jeff Bezos (Stratechery)
Value & Growth demagogues (Contrarian Edge)
Some stuff I am reading today morning:
Brookfield REIT IPO opens today (MC)
SC orders disbursement of Rs.9,122 Cr to FT investors (FE)
Delhi HC orders status quo on Reliance-Future deal (BS)
3 Lakh Crore lifeline to discoms (BT)
Short squeeze in Indigo Paints (Mint)
Interview with Rakesh Jhunjhunwala (CNBC)
Disruptive Innovation with Cathie Wood (IP)
Superstar cities are in trouble (Atlantic)
How to invest using the business cycle (Fidelity)
A strong balance sheet is the best defense (Dave Friedman)
Some stuff I am reading today morning:
The spirit of 1991 is back (FE)
Budget bets big on growth (BS)
AAA for the budget (Latha Venkatesh)
What the budget means for you (Mint)
KNR Constructions: My 50 bagger (Niteen S Dharmawat)
Pre-IPO: The risks are high (Aditya Kondawar)
Tatas’ second retail tryst (Forbes)
S&P 500 index fund out performed hedge funds (AEI)
Why you can’t pull off a GameStock in India (BT)
Frugality: Don’t overdo it (Humble $)
Some stuff I am reading today morning :
All eyes on Budget 2021 ( Mint )
On the Economic Survey 2020-2021 ( Fortune )
Interview with Chief Economic Advisor Krishnamurthy Subramaniam ( MC )
GST collections at a record high ( BS )
Stock Talk : Nitta Gelatin ( Oscillations )
Cathie Wood , ARKK ( Barry Ritholtz )
A review of Ben Graham’s Net Nets ( AA )
The resurgence of silver ( DR )
The Reddit Crowd targets hedge funds ( Aswath Damodaran )
Argentina introduces new tax on wealthiest ( BBC )