Category: Links

Some stuff I am reading today morning:

Indigo in a do-or-die situation (BT)

BPCL, LIC disinvestments by fiscal year end (FE)

The four funds which invested in Adani firms (BS)

Tanla Vs Route Mobile Q1 FY22 (Deepak Chokhani)

Betting on Beauty (Forbes)

Jeep to go electric in India (Fortune)

Peak Bull (DR)

What’s the rebalancing bonus? (Occam)

Is the end near for US-listed Chinese cos? (Institutional Investor)

13 Different Network Effects & Counting (NfX)

Some stuff I am reading today morning:

IMF cuts India’s FY22 growth forecast to 9.5% (CNBC)

China crackdown rout spreads ( SMH )

Nifty Pharma slips 5% (BS)

Nykaa may be first profitable startup to list (MC)

Stock Talk: ISec (Big Investor)

Deep dive into Pinduoduo ( Lillan Li)

Super Stonks ! (Doomberg)

How to trade derivatives (Warren Buffett)

The stuff they don’t teach you in books (TRB)

Cash on Cash Vs IRR (A VC)

Some stuff I am reading today morning:

UK High Court declares Vijay Mallya bankrupt (BT)

OFS in Hudco (BS)

Reliance’s big retail push (Rediff)

Is Dainik Bhaskar clean? (Hawk Eye)

Interview of N Srinivasan (MC)

How is India doing now on the Covid front? (CNBC)

The story of SaaS giant Atlassian (Jesse Pujji)

Untold truths about forward valuations (Lance Roberts)

Building an investing career based on writing (TRB)

Randomness Rules (Better Letter)

Some stuff I am reading today morning:

India @ 100 could be as rich as America & China ( Mukesh Ambani)

SC reject telcos plea on AGR recalculation (BS)

Rakesh Jhunjhunwala on Zomato valuation (Fortune)

Valuation : Zomato (Aswath Damodaran)

On REITS & InvITs ( V Balasubramaniam )

Ever Grande: The coming disaster ( Marc Rubinstein)

Why is China smashing its Tech industry ? ( Noahpinion )

How to build wealth (Warren Buffett)

Why passive investing is better than ever (Charles Ellis)

Reality Check (Anand Sridharan)