Some stuff I am reading today morning:
Moody’s slashes India’s GDP growth to 8.8% (Rediff)
Govt withdraws BPCL disinvestment process (BS)
Coal India to divest 25% in BCCL (MC)
Company: Stellantis (Forbes)
Sequoia Memo to Founders (Fortune)
How we think about cash (John Neff)
How much longer can Google own the Internet? (Vox)
Finally, a stock market crash ! (Money Mustache)
This breakdown is the real McCoy (Jeremy Grantham)
Every Bear Market is different (Charlie Bilello)
Some stuff I am reading today morning:
Russia to default (CNBC)
Govt approves sale of remaining stake of HindZinc (BS)
A tax cut to fight inflation (Forbes)
Railways may scrap dedicated freight corridors (Rediff)
The many shades of Zomato CEO Deepinder Goyal (MC)
Crypto: Uniswap passes $1 Trillion in trading volume (Crypto Briefing)
Interview with Surjitt Singh Arora (Morningstar)
What we should remember about bear markets (BI)
Cash, Buffett & Gold (Katusa)
Why Compounding is so difficult (John Neff)
Some stuff I am reading today morning :
Govt weighs in on edible oil, sugar ( FE )
On the Adani, Ambani rivalry ( BS )
Grasim doubles down on Paints business ( BW )
Startup : Uravu Labs ( Forbes )
Thread : Why markets are imploding ( Bill Ackman )
You have to buy when prices are falling ( Bill Miller )
You can probably time the market ( Rubin Miller )
Grim Diesel ( Doomberg )
On the global food crisis ( Daily Reckoning )
Ukraine could be beginning of Third World War ( George Soros )
Some stuff I am reading today morning:
Losses widen at Zomato (BS)
How Paytm ended up with a deserted Mall (Forbes)
Forced Service Charges of restaurants (Fortune)
How Organic India set a new trend (BI)
On development of passive funds (SEBI)
The Transcript : Jan-March 2022 ( DSP )
Overpriced companies in the private markets (Howard Lindzon)
Bitcoin could fall to $8,000 (CNBC)
Thoroughly conscious ignorance (Anand Sridharan)
Q1 2022 Investor Letter (Hayden Capital)
Some stuff I am reading today morning:
Thread: GOI introduces anti-inflation measures (Nirmala Sitharaman)
Adani’s biggest bet (BI)
Thread: Visaka Insider Selling (Sanjay Kumar Elangovan)
What is ailing textile hub Tiruppur (BT)
Axis MF sacks second fund manager (Rediff)
Crypto Crash: A Wake-Up Call (Forbes)
How this ends (A VC)
Trying too hard (Morgan Housel)
The Year of Breakdown (Daily Reckoning)
Inflation: Disparate Effects on Company Values (Aswath Damodaran)