Some stuff I am reading today morning:
Bankers fear Alok Industries redux in Future Group resolution (FE)
Covid-19 cases spike across India (BS)
Backlash against Infosys’s non-compete policy (MC)
Company: Shree Cements (Forbes)
Big Basket aims 13,000 Cr GMV in FY23 (BT)
Thread: Pump & Dump (Zerodha)
Journey Vs Destination (Safal Niveshak)
On position sizing, trading & hedging (Farrer Wealth)
How to succeed (TRB)
Netflix plunges (CNBC)
Some stuff I am reading today morning:
Power crisis is looming (BS)
The good,bad & ugly of stock trading training courses (Forbes)
WazirX Founders shift to Dubai (BT)
Thread: Krsnaa Diagnostics (Anish Moonka)
Rakesh Jhunjhunwala continues buying of Jubilant Pharmova (FE)
Knightstone Capital’s Q4 CY2021 Update (Parag Jhawar)
The Invisible Hand’s Visible Swarm (Not Boring)
Celebrating Davi Swensen’s life & legacy (Yale)
Autocracy is a bad investment (Morningstar)
Asking & Daring (Seth Godin)
Some stuff I am reading today morning:
WPI inflation hits 14.55% (Rediff)
L&T Infotech and Mindtree to merge (BS)
ED attaches Amway assets (Fortune)
India’s sugar exports exceeds 10 mn tons (BT)
More than 200 stocks hit 52 week highs (MC)
Holcim may exit India (CNBC)
On International Diversification (Rajeev Thakkar)
Startup: Purplle (Forbes)
Crypto: Solana (Fortune)
The problem with ‘Old Time Value’ Investors (Aswath Damodaran)
Some stuff I am reading today morning:
GST Council likely to end 5% rate next month (BT)
FPIs turn net sellers again (FE)
Business Analysis of Diagnostics Labs (Dr Vijay Malik)
Stock Talk: Vaibhav Global (Chirag Jain)
Learnings from Kenneth Andrade (Jatin Khemani)
Bond investing in inflationary times (Alpha Architect)
Etsy and the same of Internet fights (Forbes)
So who else can buy Twitter? (Om)
Sizing Europe’s Natural gas crisis (Doomberg)
12 Lessons from ‘Just Keep Buying’ (Mr Stingy)
Some off beat reads for the long weekend:
Frustration levels high for Chinese citizens under lockdown (Ian Bremmer)
India’s multi-aligned foreign policy (RT)
Inside Imran Khan’s anti-Americanism (Open)
Pakistan-An economic catastrophe (S Akbar Zaidi)
Bread crisis in Lebanon (Arab News)
Wine washing the Israeli occupation (Al Jazeera)
The only way Boris Johnson can survive PartyGate (Unherd)
The quest to build electric cars in Bolivia (ROW)
Saudi TV mocks Biden (Asaad Sam Hanna)
El Dorado, City of Black Gold (Aliyah Khan)
A Goan returns to Goa (Joanna Lobo)
The surviving Kashmiri Pandits in Kashmir (Karan Mujoo)
The West are just Nazis that won (Indi Samarajiva)
The racist US Professor Amy Wax (Print)
Travelogue: Kalimpong (Team BHP)