Category: Links

Some stuff I am reading today morning:

US may already be in a recession (CNBC)

Adani Capital plans IPO soon (BS)

Are the bears giving up? (ZH)

Post-5G Auctions: What plays out now? (Forbes)

Indian banking system liquidity drops below 50,000 Cr (FE)

Investors reject resolutions on pay hikes to top executives (Rediff)

Even the worst investors can get lucky (Aswath Damodaran)

How to assess any business in 30 seconds (Mohnish Pabrai)

Interview with Graham Weaver (Big Picture)

Why the US is desperate for a Russian Oil price cap (Oil Price)

Some stuff I am reading today morning:

Full recap of Fed’s 75 bps rate hike (CNBC)

RBI to hike by 35 bps next week (Rediff)

Fed hike will intensify risks for Asia’s Central Banks (BS)

BSNL gets revival package of 1.64 Lakh Crores (Fortune)

Rise of Domestic Investors (BW)

Zomato 2022 Valuation Upgrade (Dr Aswath Damodaran)

Stock Analysis: Safari Industries (Dr Vijay Malik)

Be grateful for the losses (All Star Charts)

The risk free rate changes everything (F&F)

Breaking down a Tesla (Collaborative Fund)

Some stuff I am reading today morning:

Adani group to invest $70 Billion in green energy infra (BS)

Bangladesh’s economic woes mount (BT)

India to build armed drone swarms indigenously (BW)

How Maruti is gearing up to win the SUV market (Forbes)

Company : Kutchina (BI)

Listed startups need to learn governance & profitability (Debashis Basu)

Why this crash may get over soon (Nick Maggiulli)

Why history matters (Investor Amnesia)

Good Losses & Bad Losses (Michael Mauboussin)

Memo: I beg to differ (Howard Marks)

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)