Some stuff I am reading today morning:
Centre to provide subsidy to agri loans (Fortune)
SEBI is ignoring customer needs (Debashis Basu)
Blackstone to sell 4,000 Cr of Sona BLW shares today (BS)
GAIL feels blowback from Ukraine war (Rediff)
Dmart eyes five fold growth (FE)
Company: Wagh Bakri (Forbes)
14 years of Mutual Fund Investing (Free Fincal)
The biggest reason for bad valuations (Aswath Damodaran)
The SPAC King goes silent (Yahoo)
Do DIY investors under perform? (Occam Investing)
Some stuff I am reading today morning:
Wholesale Price based inflation at 5 month lows (Rediff)
WTI Crude falls to lowest level since January 2022 (Oil Price)
GIC, Capital Group buy KKR’s stake in Max Health (BS)
IPO Watch : Go Digit (FE)
Startup: Urban Piper (Forbes)
Sector Watch: Textiles (BI)
How to do Business Analysis of Agrochemical cos (Dr Vijay Malik)
The Space Economy (Not Boring)
The shift away from the US $ (The Market)
Letter to The Walt Disney Company (Third Point)
Some stuff I am reading today morning:
Highlights of PM Modi’s Independence Day speech (BS)
RJ is dead. Long Live RJ (MC)
SBI raises benchmark lending rates by 50 bps (Rediff)
M&M unveils new EV platform (BT)
How Taj Hotels is revamping its business model (Forbes)
RBI wants greater institutional participation in SME IPOs (FE)
A tale of two generations (Anand Sridharan)
4 things Poker taught me about investing (City Wire USA)
Investing is no laughing matter (Morningstar)
6 Qs about the market & the economy (Ben Carlson)
Some off beat reads for the weekend:
What drives Vladimir Putin? (Sergey Radchenko)
Thread: Nuclear War is possible due to Ukraine conflict (Clint Ehrlich)
Meet Cambodia’s cyber slaves (Al Jazeera)
New UK PM faces troubled times (Arab News)
Ride hailing in Uganda (ROW)
The first Indians in Dubai (Fifty Two)
Pakistan- The sick man of South Asia (Dawn)
The lessons of the Zawahiri Strike (American Conservative)
How Bolivia’s Tin Baron saved 20,000 Jews (Guardian)
Death by Ice cream (Jstor)
The political history of Raksha Bandhan (DailyO)
Syama Prasad Mookerjee: He saw the Future (Open)
Thread: The Aamir Khan Files (Agenda Buster)
Bike Ride: Spiti Valley (Dr Vijay Malik)
Thread: Feminism is a Scam (Brittany Martinez)
Some stuff I am reading today morning:
EPFO to start investing in InvITs & REITs (FE)
Cash for orders scam in NCLT (Money Life)
India’s startup ecosystem hits records (Mint)
Inflation eats into India’s rural demand (Rediff)
Adani Group to enter aluminium sector (BS)
Fintech startups exult as RBI releases digital lending rules (Forbes)
What moves markets? (Irrelevant Investor)
Litigation Finance as Alternative Investment (Alpha Architect)
10 Lessons from a decade of vertical software investing (Bessemer)
Startup valuations take a haircut (CNBC)