Some stuff I am reading today morning:
India’s oil import bill doubles (BW)
Reliance calls off Future deal (Fortune)
Future Group shareholders will get completely wiped out (BS)
Maruti looks to ride SUV wave (Rediff)
Stock Analysis: Polycab India (Dr Vijay Malik)
Stock Talk: Prince Pipes & Fittings (Rama Krishna Vadlamudi)
Lindy Effect & long term forecasting (Abhishek Basumallick)
John Neff on low P/E strategy (Novel Investor)
Wrong side of the trade (Barry Ritholtz)
Fk you money (Zero Hedge)
Some off beat reads for the weekend:
How Dynasties rule Bollywood (Kaveree Bamzai)
How Oxford Union created UK’s current political ruling class (Guardian)
Iran’s Supreme Leader in waiting (Arab News)
Inside Pakistan’s tech investment boom (ROW)
Sri Lanka & the IMF (Indi Samarajiva)
The neo-Nazi Azov Battalion (TOI)
The Taliban were Afghanistan’s real modernizers (Palladium)
How the Ukraine war saved Orban (Unherd)
Islam & the making of the West (Spiked)
Thread: War in Taiwan (Tong Zhao)
The Peanut King (Guernica)
Big Tech has no power at all (Gray Mirror)
Thread: Combined Arms Warfare (Andrew Fox)
The return of Bali’s lost super food (BBC Travel)
Pravin Patel, Hydroponics pioneer (Better India)
Some stuff I am reading today morning:
Reliance Industries stock at all time highs (FE)
Fed hints 50 bps rate hike in May (CNBC)
The battle for IPL media rights (BS)
Startup: Yogabar (Forbes)
Company: Lohia Aerospace Systems (BW)
Investing & Madras irreverance (Anand Sridharan)
Investors should move to a radical 25-25-25-25 porfolio (Jeff Gundlach)
Asset Allocation drives returns (Novel Investor)
Elon Musk secures funding for Twitter bid (MC)
Bill Ackman’s $400 Million loss in Netflix (Variety)
Some stuff I am reading today morning:
Bankers fear Alok Industries redux in Future Group resolution (FE)
Covid-19 cases spike across India (BS)
Backlash against Infosys’s non-compete policy (MC)
Company: Shree Cements (Forbes)
Big Basket aims 13,000 Cr GMV in FY23 (BT)
Thread: Pump & Dump (Zerodha)
Journey Vs Destination (Safal Niveshak)
On position sizing, trading & hedging (Farrer Wealth)
How to succeed (TRB)
Netflix plunges (CNBC)
Some stuff I am reading today morning:
Power crisis is looming (BS)
The good,bad & ugly of stock trading training courses (Forbes)
WazirX Founders shift to Dubai (BT)
Thread: Krsnaa Diagnostics (Anish Moonka)
Rakesh Jhunjhunwala continues buying of Jubilant Pharmova (FE)
Knightstone Capital’s Q4 CY2021 Update (Parag Jhawar)
The Invisible Hand’s Visible Swarm (Not Boring)
Celebrating Davi Swensen’s life & legacy (Yale)
Autocracy is a bad investment (Morningstar)
Asking & Daring (Seth Godin)