Category: Links

Some stuff I am reading today morning:

Market mayhem wipes off 13.44 Lakh Crore of investor wealth (Rediff)

SEBI extends deadline for client collateral (BS)

Gas supply around the world can get disrupted (CNBC)

Moody’s upgrades 2022 India GDP forecast to 9.5% (Fortune)

Sector: Cement (Dr Vijay Malik)

Shopify’s evolution (Stratechery)

Buy when there is blood on the streets (Abraham George)

Focus on what you can control (TRB)

3 Ways to win during a market correction (Ben Carlson)

Its ugly out there (Irrelevant Investor)

Some stuff I am reading today morning:

Thread: Ukraine at the edge of war (Max Seddon)

Mukesh Ambani: India’s green energy exports to touch $500 Billion (BS)

LIC IPO takes equity cult deeper in India (FE)

LIC- The Kamadhenu (Bala)

Stock Talk: Policybazaar (Forbes)

The case for Bitcoin as ‘digital gold’ is falling apart (CNBC)

Thread: On Tech growth post Covid (Jamin Ball)

The downside & upside to speculative investing (Morningstar)

The importance of Price Discipline (Christopher Davis)

Now you get it (Morgan Housel)

Some stuff I am reading today morning:

Oil Prices surge (CNBC)

Petrol, Diesel hike coming after elections (BS)

Households must prepare for hefty hikes in LPG prices (Rediff)

Sector Watch: Power (Morningstar)

Thread: Why investors pass on startups (Vaibhav Domkundwar)

Shrinkflation (NPR)

The worst thing you could do right now (TRB)

What Canada means for Crypto (Doomberg)

Meta Facebook Crash (Big Picture)

Personal Finance: Spendypants Adult Children (MM)

Some stuff I am reading today morning:

Putin’s declaration of War (Guardian)

New age cos face torrid times on Dalal Street (Forbes)

India’s bleeding unicorns (CNBC)

SAT dismissed SEBI order against HDFC Bank (Rediff)

SEBI’s stunning about turn (Fortune)

No entrepreneur should believe PE funds (Padmaja Reddy)

Stock Talk: Technvision (Value2Wealth)

Defensive hedging as a strategy (Fiaz)

Investing Richard Lawrence-style (Asian Century)

How UP completed the Saryu Canal Project (Print)

Some stuff I am reading today morning:

Russia-Ukraine crisis intensifies (Guardian)

World’s largest NFT marketplace hacked (BS)

Tata’s OTT play (Forbes)

Munjal Vs Munjal (Fortune)

Sector: Paper (Dr Vijay Malik)

Charlie Munger: 2022 Daily Journal Meeting Transcript (Junto)

A good filter for finding winners (Chris Mayer)

A bear market for Stocks (Michael Batnick)

A return to fundamentals (A VC)

10 Lessons in 10 years of pursuing financial independence (Aussie Firebug)