Some stuff I am reading today morning:
Adani makes hostile offer for NDTV (BSE)
Adani Group is ‘deeply overleveraged’ (BS)
Thread: Adani Group (Nooresh Merani)
IT notice to Anil Ambani for Swiss bank accounts (Rediff)
Selloff in IT stocks continue (FE)
Startup: Fire-Boltt (Forbes)
Iran & Russia to create a global gas cartel (Oil Price)
Winter is Coming (Daily Reckoning)
The story of the coup at Uber (Emil Michael)
Interview with Bill Browder (Big Picture)
Some stuff I am reading today morning:
Global markets crash as summer rally fades (CNBC)
US markets got stopped at 200 Day Average (TRB)
UK inflation could hit 18% next year (BBC)
Yield Curve is predicting a black swan event (Simon Ree)
Saudi Arabia wants to cut oil production (SPA)
Future of India Crypto looks blurred (Forbes)
Saving speculation to improve investment (Integrating Investor)
Narrative always follows price (Common Sense)
Adam Neumann’s new startup Flow (Newcomer)
US economy under pressue (Transcript)
Some stuff I am reading today morning:
FPIs turn positive on India (MC)
Europe is heading into a depression (Tuomas Malinen)
Can India outsmart Chinese handset players? (Forbes)
Adani Power surpasses NTPC in market cap (BS)
L&T to invest $2.5 Billion in green energy (FE)
How to do business analysis of Fertilizer Cos (Dr Vijay Malik)
Report: The Future of Copper (Oroco Resource)
Ethereum: The Merge (A VC)
How to tame regret (Humble $)
Thread: 8 reasons why the P/E ratio can be misleading (Brian Felodi)
Some off beat reads for the weekend:
Nitish Kumar: The Last Gambit (M J Akbar)
On the Bilkis Bano case (Vir Sanghvi)
On the New Mexico killings (Op India)
Thread: On Crowd Funding Platforms (Dr Prashant Mishra)
The Century of Climate Migration (Guardian)
Lebanon suffers from Stockholm Syndrome (Arab News)
Corruption in the Ukraine War (Gray Zone)
The real role of Chechens in Ukraine (Al Jazeera)
Rushdie & Bombay (TOI)
Ailing Empire Blues (Baffler)
Pyramid Scheme (Truly Adventurous)
Why I left Academia (Quillete)
Auto Review: Tata Nexon EV Max (Team BHP)
Fashion: Masaba Gupta (Mint)
Thread: 15 Powerful Visuals about Life (Wisdom)
Some stuff I am reading today morning:
Discoms of 13 states barred from power trading (BS)
IPO season is back (MC)
Wipro cuts variable pay of employees (Rediff)
Marico eyes 500 Cr from D2C brands (BT)
Convenience fees on flights, movie tickets to be regulated (Fortune)
Pantomath Stock Brokers fined by SEBI (Money Life)
Business as usual at Baillie Gifford (Bloomberg)
Alpha from short term signals (Larry Swedroe)
Interview with Kenneth Tropin (Barry Ritholtz)
Research: SME Exchanges of India (RBI)