Category: Links

Some stuff I am reading today morning:

Adani Wilmar IPO to open on Jan 27 ( BT )

Uday Kotak’s warning to startups (BQ)

HUL Chief warns rural India is in slowdown mode (MC)

Thread: Hero’s investment in Gogoro ( Ganesh Nagarsekar)

Stock Talk: PSP Projects (Phoenix Capital)

Luck Vs Skill (2Point2Capital)

In an inflationary environment, Value stocks offer refuge (II)

Why increasing bet size is an investing superpower ( Jay Vasantharajah)

Fake it till you make it (Barry Ritholtz)

The Jeff Bezos hockey stick rule (Michael Simmons)

Some stuff I am reading today morning:

Shocking Resignations of Independent Directors from PFS (BSE)

Ashneer Grover takes leave from Bharat Pe (MC)

RBL Bank to seek PE funding (BS)

On BPCL privatisation (Rediff)

Marico: On a slippery slope (Ventura)

Coastal Corporation: Fishing for a multibagger (Phoenix Capital)

The market is tightening (Michael Batnick)

Why do investors keep buying the most expensive assets? ( BI )

Robots are now cheaper than humans (Warehouse Automation)

Debunking the Chine VIE risk (Value Punks)

Some stuff I am reading today morning:

FM Sitharaman on the Devas-Antrix deal (BT)

Delhivery get SEBI’s nod for IPO (FE)

Is all well with Paytm? (BS)

Jitters over Tech Mahindra’s acquisition spree (MC)

Family Offices eye startups (Fortune)

Deep Dive: Grab (Pratyush Rastogi)

Death File: What, How, Why (Subramoney)

Arbitrage Vs Liquid Funds (Dev Ashish)

Let the market come to you (TRB)

Why active managers struggled again in 2021 (Anu Ganti)

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)