Category: Links

Some stuff I am reading today morning:

Russia to default (CNBC)

Govt approves sale of remaining stake of HindZinc (BS)

A tax cut to fight inflation (Forbes)

Railways may scrap dedicated freight corridors (Rediff)

The many shades of Zomato CEO Deepinder Goyal (MC)

Crypto: Uniswap passes $1 Trillion in trading volume (Crypto Briefing)

Interview with Surjitt Singh Arora (Morningstar)

What we should remember about bear markets (BI)

Cash, Buffett & Gold (Katusa)

Why Compounding is so difficult (John Neff)

Some stuff I am reading today morning :

Govt weighs in on edible oil, sugar ( FE )

On the Adani, Ambani rivalry ( BS )

Grasim doubles down on Paints business ( BW )

Startup : Uravu Labs ( Forbes )

Thread : Why markets are imploding ( Bill Ackman )

You have to buy when prices are falling ( Bill Miller )

You can probably time the market ( Rubin Miller )

Grim Diesel ( Doomberg )

On the global food crisis ( Daily Reckoning )

Ukraine could be beginning of Third World War ( George Soros )

Some stuff I am reading today morning:

Losses widen at Zomato (BS)

How Paytm ended up with a deserted Mall (Forbes)

Forced Service Charges of restaurants (Fortune)

How Organic India set a new trend (BI)

On development of passive funds (SEBI)

The Transcript : Jan-March 2022 ( DSP )

Overpriced companies in the private markets (Howard Lindzon)

Bitcoin could fall to $8,000 (CNBC)

Thoroughly conscious ignorance (Anand Sridharan)

Q1 2022 Investor Letter (Hayden Capital)

Some stuff I am reading today morning:

Thread: GOI introduces anti-inflation measures (Nirmala Sitharaman)

Adani’s biggest bet (BI)

Thread: Visaka Insider Selling (Sanjay Kumar Elangovan)

What is ailing textile hub Tiruppur (BT)

Axis MF sacks second fund manager (Rediff)

Crypto Crash: A Wake-Up Call (Forbes)

How this ends (A VC)

Trying too hard (Morgan Housel)

The Year of Breakdown (Daily Reckoning)

Inflation: Disparate Effects on Company Values (Aswath Damodaran)