Category: Links

Some stuff I am reading today morning:

SBI reports highest ever Q3 profits at 14,205 Cr (Fortune)

Banking sector is stable and healthy (RBI)

Govt to hike Dearness Allowance for over 100 Million employees (BS)

Why I bought Ambuja Cement (Samir Arora)

Deconstructing the Adani affair (Prof Aswath Damodaran)

Global Gold demand soars in 2022 (BW)

SEBI gets cracking on front running (FE)

Fed may start cutting rates (Morningstar)

11 things that 0 interest rates enabled (Young Money)

10 harsh lessons from 10 years of Entrepreneurship (DF)

Some stuff I am reading today morning:

Parliament adjourned over Hindenburg report (BW)

NSE puts 3 Adani firms under ASM framework (BS)

Adani to release Credit Report today (MC)

Why Adani should thank Hindenburg (Swarajya)

Reliance Retail now accepts digital rupee payments (Fortune)

Market Linked debentures hit below the belt (Money Life)

Budget tax proposals may hit REIT returns (FE)

Tata Hitachi on a growth path (BI)

On Position Sizing (Morningstar)

The Why of Tech Layoffs (Om Malik)

Some stuff I am reading today morning:

Adani not to proceed with FPO (BSE)

Fed raises rates by 25 bps (CNBC)

Union Budger 2023-24: Firm but Good (BS)

Increased infrastructure spending focus of Budget (Forbes)

Insurance stocks plunge post Budget (BT)

Budget has made every payment abroad costlier (MC)

Should you opt for new tax regime? (FE)

Startup: Attero recycling (BI)

It’s not easy being a stock market villain (WaPo)

CY22 Letter to Investors (OAM)

Some stuff I am reading today morning:

Adani FPO fully subscribed (Mint)

Economic Survey predicts decade of sustained growth (Forbes)

India’s nominal GDP to be $3.5 Trillion by March end (Rediff)

IT Dept carries out survey operation against Cipla (BS)

Stock Analysis: Accelya Solutions (Dr Vijay Malik)

The new birth of Shriram Group (BI)

Interview with Bruce Greenwald (MOI Global)

Something’s gotta give (Felder Report)

Everything you can’t have (Morgan Housel)

The Cleanse (A VC)