Some stuff I am reading today morning:
RBI may keep policy rate unchanged (BT)
FMCG distributors warn firms of ‘non-co-operation’ (BS)
Uttar Pradesh and its ‘sugarcane politics’ (Rediff)
Fintech is a scam (Marker)
Tax Talk: Annual Information Statement (FE)
Bear market in tech stocks is on (Irrelevant Investor)
How to create your own dividends (Common Sense)
The long game always wins (Financial Panther)
Fashion’s metaverse moment (Super Joost)
The other side of a mania (Charlie Bilello)
Some stuff I am reading today morning:
Star Health IPO manages to scrape through (BT)
SC directs Kirloskar family to resolve row (FE)
Credit Card spend crosses Rs. 1 Trillion first time in a month (BS)
Bounce launches e-Scooter with swappable battery (CNBC)
Oberoi Realty Vs Hiranandani Group (MC)
Adidas enters Metaverse (Decrypt)
The importance of execution (Undercover Fund Manager)
Escape your bubble (Nick Maggiulli)
When did stocks peak? (Irrelevant Investor)
Crypto & House Money Effect (Fintech Junkie)
Some stuff I am reading today morning:
Reliance Power defaults (BS)
On RBI report on digital lending (FE)
Stock Talk: Lal Pathlabs (Forbes)
Of IPOs & Disclosures (Bala)
A restaurant without a shingle ( Marker)
Li Lu on Munger’s patience (AM)
New business model for Twitter (Stratechery)
Metaverse land sales top $100 Million in a week (Decrypt)
Why its so hard to play the long game (Sequoia)
Assured misery (Morgan Housel)
Back after a long hiatus. Probably the longest break I took from blogging.
Completed a 15 day trek in Nepal. Did Renjo La Pass (5360 m) and Everest Base Camp (5364 m)
Thank you for your patience.
Some stuff I am reading today morning:
Snapdeal targets $250 Million IPO (BS)
Piramal Pharma to launch own D2C Platform (FE)
How Falguni Nayar built success with Nykaa (Forbes)
How to value new age IPOs (Fortune)
CSK & Dhoni: Beyond the Crown (Forbes)
Deep Dive: Tanla Platforms ( Abraham George)
Stock Talk: Barbeque Nation (Dhruva Pandey)
Everything is China maal (The Tipsheet)
The Winds of Change (Howard Marks)
Prime Time in Crypto (Marc Rubinstein)
Some stuff I am reading today morning:
Cryptocurrency market hits $ 3 Trillion (BS)
Crorepati Stocks (BT)
Chingari’s $19 Million Crypto Bet (MC)
Mounting troubles for India’s airlines sector (Fortune)
Fertilizer shortage may pinch farmers (Rediff)
The IPO frenzy (Abhishek Basumallick)
Interview with Bill Nygren & Dennis Lynch (Morningstar)
Bitcoin for the open minded sceptic (Matt Huang)
The Nothingness of Money ( Lawrence Yeo )
Growth Vs Value stocks ( Aaron Pek )