Category: Links

Some stuff I am reading today morning:

Govt,LIC may offer 60% stake in IDBI Bank (FE)

Govt of Ministers propose 28% GST on entire bet amount (BT)

Policy Bazaar’s IT system gets hacked (Fortune)

Zomato tanks as lock-in for pre-IPO investors ends (BS)

Sector Watch: Airports (Ventura)

The biggest risk in business & investing (Anand Sridharan)

On Sequence Returns Risk (Basu Nivesh)

Zuckerberg’s Biggest Bet may not pay off (WaPo)

Canada, Netherlands look to cut fertilizer usage (ZH)

Thread: Mark Cuban made no profits from ‘Shark Tank’ (Newsbytes)

Some stuff I am reading today morning:

FPIs return to Indian Equities (BT)

Big FMCG cos enter plant based meat segment (MC)

How Amul launched 100 products during lockdown (Rediff)

Prashant Jain quits HDFC AMC (BS)

Stock Talk: HDFC Life (FE)

Rupee cost averaging via SIP has no benefit (Free Fincal)

Interview with Larry McDonald (The Market)

Stock Comp in Software (Voss Capital)

Are kids worth the cost? (The Root of All)

The EU’s Hamiltonian Moment (Apricitas)

Some stuff I am reading today morning:

Reliance Q1 FY23 Net Profit expected to double YoY (MC)

NHAI to seek public listing of InvIT (FE)

ECB raises rates to 0% ( CNBC)

Emami makes foray into pet care business (BT)

Stock Talk: Adani Enterprises (BS)

Thread: Cineline (Kashish Shambhwani)

Stablecoin: USDC (Not Boring)

A mild recession (TRB)

Q2CY2022 Letter to Investors (Wedgewood Partners)

Growth without goals (Colossus)

Some stuff I am reading today morning:

CCI alleges Cement Cartelization (CNBC TV18)

FM defends GST hike on essentials (Rediff)

How Blackrock suffered $1.7 Trillion loss in 6 months (MC)

The speedy downfall of rapid delivery startups (Wired)

Selecting companies to research (Rational Walk)

Interview with Edward Chancellor (The Market)

On music consumption (Ted Gioia)

Instagram is dead (Om)

Little ways the World Works (Morgan Housel)

China’s mortgage payment boycott spreads (Zero Hedge)