Some stuff I am reading today morning:
US awards PM Modi Legion of Merit (BS)
UK’s mutant virus stings Indian Equities (Fortune)
Aluminium gets its lustre back (FE)
Gold is ready to rumble (Daily Reckoning)
Dark underbelly of India Inc’s shopfloors (Mint)
Business is People (Masters Invest)
The 10 important changes of the past year (Gavekal)
Another miserable year for market forecasters (Math Investor)
Last man standing (Morgan Housel)
Debunking common Bitcoin myths (Ark Invest)
Some stuff I am reading today morning:
US Congress agrees to $ 900 Billion stimulus deal (CNBC)
Jerome Powell: Stocks are not overpriced (Rev)
Indian stocks not yet in bubble zone (Mint)
New Coronavirus vairant in UK (BBC)
GoI wants to boost valuations of PSU stocks (Reuters)
Stock Talk: Larsen & Toubro (FE)
Is India’s 5G dream in trouble? (Rediff)
My biggest lesson of 2020 (Morningstar)
Report : Consumer Trends 2021 (Coefficient Capital)
Legendary email exchange between Dan Loeb & a prospective employee (Cundill Capital)
Some stuff I am reading today morning :
Fintech firms can now setup Mutual Funds ( BS )
Centre approves 3,500 Cr aid for sugar exports ( FE )
Wistron labour incident could be sabotage ( OpIndia )
Resilience and flexibility of our Atmanirbhar policy ( Sanjeev Sanyal )
Boom time in IPOs in Asia ( BS )
Stock Talk : Havells ( Forbes)
Will Reliance be real estate’s disruptor? ( Rediff )
Interview with Samit Vartak ( CNBC)
Stocks are rising and noone is selling ( TRB )
Bitcoin breaks above $ 20,000( CNBC )
Some stuff I am reading today morning :
Investors line up for India-UAE $7 Billion food corridor project ( Gulf News )
FM : Budget for FY22 will be vibrant (FE )
Mutual Fund inflows hit 31 Month low ( BS )
Stock Talk : Suven Life ( Jeevan Patwa )
Infosys has reinvented itself ( Nandan Nilekani )
My 46 bagger story ( Sean Iddings )
23 Lessons from Jeff Bezos ( CB Insights )
Talk by Charlie Munger at CalTech ( You Tube )
Suicide of a city ( Daily Reckoning )
The rise of everywhere ( A VC )
Some stuff I am reading today morning :
Ola to set up world’s largest electric scooter manufacturing plant ( Swarajya)
Oaktree emerges highest bidder for DHFL ( Rediff )
Tatas bid for Air India ( BS )
Two years of RBI Governor Das ( FE )
Foreign currency accounts in GIFT city( Fortune )
Stock Talk : Route Mobile ( Forbes )
Supercharging your Financial Bullshit indicator ( IMS )
Reinventing Goldman Sachs ( Marc Rubinstein )
Affirm : The morality of money ( The Generalist )
The Internet is for Porn ( Margins )