Some stuff I am reading today morning:
Moderna’s Corona Virus vaccine is 94% effective (CNBC)
BPCL disinvestment gets going (BS)
No RCEP re-entry for India (FE)
Loan defaults hit NBFCs, Fintechs the hardest (Mint)
Why food prices will remain high for a few months (Rediff)
SBI’s Navneet Munot is the new CEO at HDFC AMC (MC)
Buffett bets on Pharma cos (BI)
Bitcoin-The gateway drug (A VC)
Anatomy of a successful Fintech (Marc Rubinstein)
R K Laxman’s cartoons on the 1992 Scam (Sucheta Dalal)
Some stuff I am reading today morning:
Reliance Retail acquires Urban Ladder (BI)
Pest infected earnings of UPL Ltd (Multi Act)
The reopen trade is going strong (Gavin Baker)
Thread on Tasty Bite (Cool Fundoo)
Real Estate sector: From Pariah to Favorite (RJ)
Lessons from a middle-class Crorepati (Free Fincal)
Has our luck finally run out? (Daily Reckoning)
How two brothers built India’s biggest poultry co (Mint)
Vitamins as a marketing scam (Slate)
Quarterly letter to Investors (Hayden Capital)
Some stuff I am reading today morning:
Stimulus package of FM Nirmala Sitharaman (Rediff)
Retail inflation rises to 7.61% (BS)
Observations on recent Mutual Fund returns (MF Critic)
Interview with Sanjoy Bhattacharyya (Morningstar)
The religions of Bitcoin,Tesla & Peter Thiel (Generalist)
The Big Lessons from History (Morgan Housel)
Ghost Kitchens are the Wave of the Future (Eater)
Moats & Network Effects in Financial Services (John Street Capital)
On Early Stage Venture Capital (A VC)
Elon Musk had a crazy 2020 (Vanity Fair)
Some stuff I am reading today morning:
Fresh stimulus before Diwali (BS)
India to regulate streaming services (Reuters)
Indigo becomes top aviation stock globally (Mint)
On Pandemic Investing (Sanjay Bakshi)
Don’t buy into the distressed home sales story (Monika Halan)
Stay away from Diwali Picks (Basu Nivesh)
Bandhan Bank aims for the big league (Forbes)
How Apple built its own chip empire (Climateer)
Value’s under performance and imminent resurgence (LT3000)
Covid-19 hospitalizations in the US at all time high (Atlantic)
Some stuff I am reading today morning:
Azim Premji is the most generous Indian (BT)
FM diktat on Rupay cards (BS)
Cracker ban spells doom for Sivakasi (Mint)
Dealers in India Vs Harley Davidson (Reuters)
Larry Fink on ESG (Morningstar)
Smile because it happened (Anand Sridharan)
Is the Internet different? (Stratechery)
The Covid rotation (A VC)
The world of short selling has got sillier and sillier (Jim Chanos)
The Biden Trade may be misguided (ZH)