Category: Links

Some stuff I am reading today morning:

Patanjali eyes 5 IPOs in 5 years (FE)

Air India eyes 30% domestic market share (BS)

Shell to set up 10,000 EV charging points across India (Fortune)

SEBI investigating Eros International Media (Money Life)

Startup: Mamaearth (Forbes)

Crypto: Ethereum successfully executes Merge (Decrypt)

Superbubble ! (Daily Reckoning)

Why Investor Behavior never changes (Darius Foroux)

The Adversity Quotient (Ted Lamade)

On China’s collapsing real estate sector (Carnegie Endowment)

Some stuff I am reading today morning:

Tamilnad Mercantile Bank to list today (MC)

Investors snap up Indian Govt bonds (BS)

Global fund managers raise cash allocation to 21 year high (FE)

Tata Motors’ plans for Commercial Vehicles (Forbes)

IBM India joins chorus on moonlighting (Rediff)

Byju’s FY21 loss zooms to 4,589 Cr (Fortune)

Subrata Roy issued bailable warrant by SEBI Special Court (Money Life)

Brand Values & Long Term Stock Returns (Larry Swedroe)

The first totally honest stock market story (Big Picture)

Thread: A Gentleman’s Primer on shorting insolvent shitcos (DTH)

Some stuff I am reading today morning:

Wall Street tumbles to biggest loss in 2 years (CNBC)

Nifty reclaims 18,000 mark (FE)

IPO: Harsha Engineers (BS)

Macleods Pharma defers listing plans (MC)

Infosys warns staff on moonlighting (Rediff)

Startup: Climes (Forbes)

Family Offices: Preserving Wealth (Fortune)

A Taxonomy of Drawdowns (The Diff)

Regenerative Finance -ReFi (A VC)

Founder’s Choice VC Rankings (Newcomer)

Some stuff I am reading today morning:

India’s retail inflation rises to 7% in August (BS)

Inflation ‘collapse’ can cause global market rally (CNBC)

PLI scheme to be extended to more sectors (Rediff)

PPF interest rate could increase (FE)

Tata Consumer could buy Bisleri (MC)

Startup: Skyroot (Forbes)

Hamara Bajaj: The Secret Sauce (Fortune)

Why we don’t do more diligence (Buffett)

Interview with Kristen Bitterly Michell (Big Picture)

The MBA Indicator (Verdad)

Some stuff I am reading today morning:

Oil Prices at 7 month low (BS)

Passenger vehicle dispatches rises 21% in Aug (Rediff)

Mistrys’ Wealth tryst with the Tatas (Fortune)

Thread: Glenmark Life Sciences (Gurjot Ahluwalia)

Decoupling or outperformance by Nifty (Nooresh Merani)

Equity markets aren’t pricing in Fed tightening (Bridgewater)

On Chinese Fintechs (The Market)

Take Asymmetric Bets (Erik Torenberg)

The Illusion of Knowledge (Howard Marks)

Its supposed to be hard (Morgan Housel)