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)
Some stuff I am reading today morning:
Govt cuts windfall tax on fuel exports (BS)
Grasim to build eCommerce platform for building materials (BT)
Russia defaults on LNG supplies to India (Rediff)
ED arrests Mumbai ex top cop in NSE snooping case (BS)
Raymond: Woolly Accounting (MoneyLife)
The sizzle & fizzle of Internet IPOs (Forbes)
Why we mess up our Equity Investments (Morningstar)
China Tech layoffs (ROW)
How China could trigger a sharp selloff in Crude (Oil Price)
Interview with Kevin Duffy (The Market)
Some stuff I am reading today morning:
Reliance Jio puts in a massive 14,000 Cr EMD for 5G Spectrum (BT)
RBI recommends ban on Cryptos (Fortune)
Tata Technologies IPO on the cards (Rediff)
Thread: Gensol Engineering (Dr Prashant Mishra)
Stock Talk: Globus Spirits (Phoenix Capital)
Stocks for the long run (Ben Carlson)
Gold- Not an inflation hedge, not a safe haven (All Star Charts)
The catch to income investing (Morningstar)
Valuing a Venture Capital Portfolio (A VC)
Sidecar Investing (Scuttlebutt)
Some stuff I am reading today morning:
Ashishkumar Chauhan gets the top job at NSE (BT)
Rupee @ 80 (Rediff)
FPIs remain in selling mode (BS)
Thread: Aegis Logistics (Anish Moonka)
How Nomura is building its India business (Forbes)
Federal Bank’s NBFC FedFina (BI)
Q1 FY21 Letter to Partners (Solidarity)
Interview with Suresh Soni (MC)
Carson Block: A short seller’s life upended (BNN)
Platinum Trust Quarterly Report (Platinum)