Some stuff I am reading today morning:
Refiners stay healthy despite additional excise (BS)
Analysis of windfall tax impact on RIL, MRPL & Chennai Petro (Stocks Populi)
Exchanges approve HDFC-HDFC Bank merger (MC)
SEBI fines Kotak AMC (Fortune)
Company: RMZ Corp (BI)
Mistakes retirees make (Bala)
Interview with Tweedy Browne (The Market)
Why Buffett bought BNSF railroad (Canadian Value)
The Tech industry is bracing for a historic slump (Status Markets)
The Playbook (Ted Lamade)
Some off beat reads for the weekend:
Draupadi Murmu: An Epic Choice (PR Ramesh)
Thread: What happened between the Shiv Sena & BJP (Apar Bharat)
Thread: 12 Reasons why Fadnavis decision makes sense (Cogito)
The old establishment is still very powerful (Balbir Punj)
The Case for the Wuhan lab leak theory (Spiked)
Turkey: Jihad against Cyprus (Gatestone)
What NATO’s new strategic concept means for China (RT)
How London’s Olympic legacy was sold out (Guardian)
Thread: Story of New York’s Citicorp Center (Trung Phan)
Harvard must fall (Ayaan Hirsi Ali)
Lessons from a Turkish coup (American Conservative)
How a teacher became one of Nepal’s biggest You Tube star (ROW)
The Indian wine geeks of Silicon Valley (Shobha Narayan)
Thread: Ulysses Grant, Face of the $50 Bill (David Zabinsky)
Auto Review: Mahindra Scorpio-N (Team BHP)
Some stuff I am reading today morning:
Govt keeps small savings rates unchanged for July-Sept (MC)
RBI Governor: Cryptos are a clear danger (Rediff)
Thread: Notes on Laurus Labs AGM (Bharath)
IDBI Bank: Privatisation Blues (BI)
India to have 122 Unicorns in 2-4 years (Fortune)
Startup: DealShare (Forbes)
Beware Thematic Funds’ Siren Song (Morningstar)
The future is bright for Green Hydrogen (Oil Price)
Web3 Use Cases: The Future (Not Boring)
How to use insider buying to find opportunities (AM)
Some stuff I am reading today morning:
Rupee ends at new low (BS)
Govt deregulates sale of domestic crude oil (Fortune)
Thread: Analysis of Zomato-Blinkit deal (Anurag Singh)
Dalmia Cement: Making a mark (BI)
Cheap green hydrogen will be a massive breakthrough (Bill Gates)
Web3 Use Cases Today (Not Boring)
Interview with Marc Andreeseen (McKinsey)
Investing Wisdom from ‘Make Haste Slowly’ (Woodlock House)
Wealth Vs Getting Wealthier (Morgan Housel)
Zeng Yuqun: China’s Battery King (Wired)
Some stuff I am reading today morning :
Mukesh Ambani charts succession plan ( BT )
Ruchi Soya becomes Patanjali Foods ( BW )
15 more Cos selected for PLI scheme for white goods ( Rediff )
SEBI changes rules for F&O for dividends ( FE )
Zomato sheds $1 Billion in valuation over Blinkit deal ( BS )
Interview with Chirag Setalvad ( MC )
Quotes from Seth Klarman Interview ( Transcript )
Mike Novogratz on his big Crypto mistake ( Intelligencer )
Why pro Sports team values only goes up ( Axios )
Nowhere to hide in the collapse of the Everything Bubble ( ZH )