Some stuff I am reading today morning:
Choppy times ahead for IT pack ( MC )
India’s first retail REIT next month ( Fortune )
India’s 2 wheeler exports skid by 18% ( Rediff )
Equity MF flows touch 20,500 Cr in March ( BS )
Transformation at Prabhudas Lilladher ( BI )
Interview with Pulak Prasad ( 7investing)
Invest like Oprah ? ( Contessa )
The ultimate level of wealth ( Common Sense )
Bill Nygren Market Commentary Q123 ( Oakmark )
A shock to lending standards ( TRB )
Some off beat reads for the long weekend:
China’s gameplan for Arunachal Pradesh (Brahma Chellaney)
Bhutan’s imperatives & India’s dilemmas (ORF)
Macron: Bantamweight Bonaparte (American Conservative)
Iran & Saudi Arabia (The Cradle)
Iraqi Kurdistan 20 years after (Crisis)
What Nevada stole from its native people (Zocalo)
Thread: On Private Armies (Thomas Fazi)
The curse of the Good Friday agreement (Spiked)
Birth rates are collapsing (Palladium)
How to be an ex-Pakistani (Dawn)
Israel-Split and United (TOI)
Where people drink beer for breakfast (BBC Travel)
Auto: Why Jaguar is struggling in India (Team BHP)
Thread: Indian Scientist G N Ramachandran (Sada Shree)
Rare footage of Veer Savarkar in Cellular Jail (Sameet Thakkar)
Some stuff I am reading today morning:
Retail inflation cools to 15 month low (Fortune)
Fed expects banking crisis to cause recession (CNBC)
TCS Q4 net rises 15% to Rs.11, 392 Cr (Rediff)
Inside LTI Mindtree’s $10 Billion plan (Forbes)
Thread: Red Flags at Aditya Vision (Proinvest Nirmiti)
Adani’s $3 Billion Dharavi Revamp (MC)
No Sellers,No Buyers (Irrelevant Investor)
The investing concept of ‘circling your wagons’ (Mohnish Pabrai)
Goodbye, King Dollar (Daily Reckoning)
Obituary: Keshub Mahindra (M&M)
Some stuff I am reading today morning:
IMF lowers India’s growth projections (Rediff)
NSE launches InvITs & REITs index (Fortune)
NSE’s IPO plan faces SEBI hurdle (BT)
Papa John Vs Dominos (Forbes)
Startup: Biocube (BI)
You need Bulls in Bull Markets (All Star Charts)
Interview with Aswath Damodaran (Big Picture)
Take ‘potential winners’ with a grain of salt (Fisher Investments)
What we learnt in Jan-Mar 2023 (Octahedron Capital)
What makes you happy (Morgan Housel)
Some stuff I am reading today morning:
Indian sugar prices climb (BS)
CNG vehicles sales are up 82% in 5 years (Rediff)
Amul Vs Nandini (BT)
Titagarh Wagons rolls along (BI)
What I learned about investing from Darwin (Ceo Biz)
Thread: My view on Hotel stocks (Aniket Krishna)
The dangerous assumption in today’s PE ratios (TFR)
Leading from the heart (A VC)
Q4 FY23 Letter to Investors (2Point2 Capital)
2022 Letter to Investors (Chamath Palihapitiya)