Category: Links

Some stuff I am reading today morning:

Byju’s is official FIFA World Cup 2022 Sponsor (Fortune)

IDFC MF sale in last leg (MC)

Oyo’s IPO faces delay (BT)

Oil Majors lost $2.25 Billion due to fuel price freeze (BS)

Invesco agrees to Zee-Sony deal (Rediff)

Buffett’s simple rule of thumb for buying (Terry Smith)

Warren Buffett is getting the last laugh (Market Watch)

Rotation to Value has begun (Bill Miller)

The Pendulum in International Affairs (Howard Marks)

Unsolved mystery of Putin’s $200 Billion Wealth (MC)

Some stuff I am reading today morning:

India crosses $400 Billion in exports (Rediff)

Ambani Vs Adani rivalry is getting intense (BS)

I-T department raids Hero Motocorp (MC)

Hotel Industry near full recovery from Covid (FE)

Startups: India’s first Unicorn couple (CNBC)

CSR Vs HNI Philantrophy (Fortune)

Thread: On the wisdom of the markets (Aiex UA)

When the optimists are too pessimistic (Nick Maggiulli)

How people think (Morgan Housel)

How Russian Oligarchs stow away their money (Scott Galloway)

Some stuff I am reading today morning:

Fertilizer prices are at record highs (CNBC)

Oil rises towards $116 (FE)

Maharashtra builders threaten to stop work (FPJ)

I-T department searches Hiranandani Group (MC)

Costs of EVs to be at par with petrol vehicles (BS)

SpiceJet: A tale of bad faith (Fortune)

Thread: Investing in Cyclicals (Jiten Parmar)

How to do business analysis of chemical cos (Dr Vijay Malik)

More market pain for growthsters (BVI)

Silicon Valley’s richest Russian (Business Week)

Some stuff I am reading today morning:

86% of Farmer Groups supported Farm Laws (BS)

New Crypto tax clarification will kill Crypto in India (MC)

RBI: No chance of India falling into stagflation (Rediff)

Ruchi Soya OFS from March 24 (CNBC)

Tangshan, China’s biggest steel centre, affected by Covid (GT)

Maruti’s EV plans (Forbes)

Stock Talk: Piramal Enterprises (Ventura)

Market reaction to Russia-Ukraine War (Aswath Damodaran)

Keeping it simple (A VC)

Unbundling advertising (Ben Evans)

Some stuff I am reading today morning:

Diesel prices for bulk users hiked by 25 Rs/Litre (Rediff)

FY22 direct tax collections beat estimates (Fortune)

I-T Dept finds undisclosed income of 224 Cr at a startup (BS)

The State of Software (Voss Capital)

Thread : Analyzing a real estate co (Mihir Patki)

How to do business analysis of Pharma cos (Dr Vijay Malik)

The inside story of Facebook Marketplace (Deb Liu)

Paradoxes of Life (Sahil Bloom)

Wise words from Walter Schloss (Novel Investor)

A fool and his gold (Doomberg)