Some stuff I am reading today morning:
New rules for IPOs (SEBI)
RBI breaking ranks with its global counterparts ( BS )
KKR close to buying 10% stake in Shriram Capital (MC)
Who will be Mukesh Ambani’s successor at Reliance? (Rediff)
Gig Economy is failing its workers (FE)
Stock Analysis: Monte Carlo Fashions (Dr Vijay Malik)
Crypto: Real World Assets on Aave (Decrypt)
Fashion & the Metaverse (Forbes)
My favorite charts of 2021 (Ben Carlson)
Interview with John Malone (CNBC)
Some stuff I am reading today morning:
Statement on RBL Bank Ltd ( RBI )
Supriya Lifescience listing today (MC)
N Chandra lists 4 themes for Tata Group (BS)
Thread: How not to be a Bad Investor (Brandon Chu)
Thread : Risk Management Lessons from the Titanic ( Niteen S Dharmawat )
Thread : Technical Analysis of Ace Construction ( Shalin Shah )
Top Stock Picks for 2022 (HDFC Sec)
Biggest Lessons of 2021 (Morningstar)
Ellenbogen’s Playbook for durable growth (Neckar Capital)
A simple approach to complex markets (BI)
Some stuff I am reading today morning:
RBL Bank in focus (BSE)
Airtel Payments Bank crosses 1 Billion Transactions in Q2 (BT)
Sensex: How long will the good times last? (Abhishek Mukherjee)
2022 will be a great year for Value (John Rogers)
Capital SFB: The right thing, the right way ( Shiven Tandon)
On Shriram merger ( Ankur Jain )
21 stocks I studied but didn’t invest ( Sahil Sharma )
Omicron is pushing America into soft lockdown (Atlantic)
5 Important things to do before the bubble bursts ( BVI )
Venture Capital Trends ( Ola Kulynych )
Some off beat reads for the weekend:
Why Indian women are hooked to Asian skincare (Mint)
Interview with R Ashwin (Cricket Monthly)
Thread: Final Takeaways from the Farm Bills (Jyotilaxmi Kurup)
The Bill to change the Preamble to the Constitution (Roshni DSouza)
China cannot silence me ( Nyrola Elima )
America must optimise or collapse ( Murtaza Hussain)
Why the West cannot leave Hong Kong alone (RT)
Pakistanis don’t know what to do with their pre-Islamic history (Rafia Zakaria)
The economics of Broadway shows (Hustle)
The Secret is Crime ( Palladium )
In pursuit of Ladakh’s soft gold (Nat Geo)
Kanaklata Barua: Assam’s teenage martyr (LHI)
Solo: 3 Boats, 3 Men, 1 Race (Fifty Two)
7 Lessons from Yale’s most popular class (Zain Khan)
Real videos of Veer Savarkar (Rakesh Salunke)
Some stuff I am reading today morning:
Govt issues advisory against Edtech cos (PIB )
L&T Finance sells Mutual Fund business ( BSE )
HCL Tech promoters to buy 45L shares from open market (MC)
Adani Gas, IOC are top bidders for City gas licenses (Rediff)
IPO fund raising hit a record high in 2021 (BS)
Interview with Gautam Baid (Morningstar)
Crypto: CoinSwitch Kuber (Forbes)
How Y Combinator changed the world (Wired)
What did you expect? (Seth Godin)
How to measure hard work in investing (AM)