Some stuff I am reading today morning:
Oyo to target $9 Billion IPO valuation (BS)
Axis Bank closing in on Citi’s India Consumer business (BT)
Why ONDC will usher in a revolution in eCommerce (Nandan Nilekani)
Nandan Nilekani on Crypto (MC)
Stock Talk: Saregama India (PA Wealth)
IPO Watch: Radiant Cash Management (BI)
Startup: GlobalBees (Forbes)
Amar Chitra Katha enters the MetaVerse (Fortune)
How to calculate a moat (Bruce Greenwald)
Open Sea, Web3 & Aggregation Theory (Stratechery)
Some stuff I am reading today morning:
Paytm Canada to shut down (Fortune)
Vodafone Idea: Running to stand still (Forbes)
Stock Analysis: Deepak Nitrite (Dr Vijay Malik)
Don’t let FOMO affect you (Neeraj Marathe)
Macro Overview 2022 (Platinum)
Road to retirement (Humble $)
The Fintech Crash (Howard Lindzon)
Return Free Risk (Hussman Funds)
What a world (Morgan Housel)
Selling Out (Howard Marks)
Some off beat reads for the weekend:
Djokovic’s strange Australian odyssey (New Yorker)
How UK Universities have become sheep factories (Arif Ahmed)
China is watching Ukraine with interest (Atlantic)
How Russia is dividing Germany (Tarik Cyril Amar)
The challenges of operating a Airbnb in Cuba (ROW)
My Palestinian friend was killed by Israeli police (Guardian)
A reckless Israeli film crew in Nigeria (TOI)
The Con artist who sold investors a fake country (Hustle)
Drive: Rann of Kutch (Team BHP)
Dwarka: India’s submerged ancient city (BBC Travel)
The end of Karachi’s Empress market (Guernica)
How the Elgin marbles ended up in England (Smithsonian)
Kolkata’s Pice hotels (LHI)
Mohammed Sanaullah: The Foreigner (Fifty Two)
Neil Nongkynrih: India’s Piano legend (Madras Courier)
Some stuff I am reading today morning:
Reliance to infuse 5.95L Crore in Gujarat for green energy (Fortune)
Posco & Adani sign MoU for Steel Mill (BSE)
LIC IPO expected in mid-March (MC)
Stock Talk: DCM Shriram (BI)
Hotels face biz loss due to Omnicorn (Rediff)
A case for inheritance tax (Nikhil Kamath)
Fundsmith Annual Report 2021 ( Fundsmith )
On covered calls ( Humble $)
Inflation-Should we be worried? (Money Mustache)
Interview with Balaji Srinivasan ( Sotonye)
Some stuff I am reading today morning:
TCS approves buyback of 18,000 Cr (BT)
Infosys beats estimates, raises guidance (FE)
VSS : Paytm does more loans than Bajaj Finance (ET Now)
New SEBI options rules misfire, traders lose lakhs (Fortune)
Crypto prices moving in sync with stocks (BS)
Why do HNI investors get high funding for IPOs? (Deepak Shenoy)
Who is Web 3 really good for? (Read Margins)
Lessons markets taught in 2021 (Larry Swedroe)
On Japanese Equities (Advisor Perspectives)
My experience at Amazon ( Benadam)