Some stuff I am reading today morning:
Stock Exchanges to implement T+1 (BS)
Thread : Paytm IPO ( Anurag Singh )
Nykaa- The true value of a Brand (Ankush Agarwal)
Is Piramal Pharma a special situation play? (Anish Moonka)
Reading Charts- A Checklist (Prabhakar Kudva)
Buying digital gold? Think twice (Fortune)
Interview with Thomas Gayner (Big Picture)
Discord: Imagine a place (Not Boring)
How to convert $20K to $250K (Colin Landforce)
A false sense of certainty (Abnormal Returns)
Some stuff I am reading today morning:
Paytm IPO opens today ( MC )
Bumper Diwali Sales: Sustainable demand (BS)
India’s growth prospects anything but bright (Fortune)
How TCS is reconfiguring its future (Rediff)
Sydney Airport signs $ 17.5 Billion Airport deal (CNBC)
Interview with Sequoia’s Roelof Botha ( Join Colossus)
The music industry in 10 years (Big Picture)
Time for inflation proof portfolios (Reuters)
The 3 Levels of FOMO (Common Sense)
No such thing as enough money ( Jacob Schroeder)
Some off beat reads for the weekend:
You can’t go wrong with IPL ( Boria Majumdar )
The drama of Sikkim’s merger with India (Fifty Two)
Russia moves in the Caucasus (Atlantic)
UK: Why elites are desperate to avoid discussing radical Islam (Spiked)
Pakistan: The hub of global terrorism (Madras Courier)
Killing civilians is fine if you are the US ( Tom Fowdy)
How the ANC destroyed South Africa (Unherd)
The Belt & Road strategy has back fired on Xi (Palladium)
The Barelvi Jinn is out of the bottle (Ayesha Siddiqa)
Remote workers face pay cuts at Google (Wired)
Indian tech cos are calling millions of workers back to office (ROW)
Travelogue: Maldives, post Covid (Team BHP)
Chennai: Chess Capital of India ( Sibi Arasu)
Arun Yogiraj: The Sculptor who created Adi Shankaracharya (Swarajya)
How Jack Ma flew too close to the sun (Reuters)
Some stuff I am reading today morning:
Bharti to grow its Payments Bank business (BS)
Used car sellers see brisk business (Rediff)
Stock Talk: Indian Oil (FE)
Interview with Charlie Munger (CNN)
Investors are back in full risk-on mode (ST)
Markets in everything (Common Sense)
Play stupid games, win stupid prizes (Neckar)
Some investment horror stories (Morningstar)
4 abilities every successful investor needs (William Bernstein)
Deep Dive: Coinbase (Hayden Capital)
Wishing all readers a very Happy Diwali.
Some stuff I am reading today morning:
Govt reduces fuel prices (BT)
India’s Covaxin gets WHO approval (IE)
Cairn to withdraw all cases against India (BS)
42 cos approved for White Goods PLI scheme (CNBC)
8 guidelines when questioning management (Nitin Jain)
Digital Influencers & their Lawyers ( Forbes)
Fear & loathing in Cryptoland (Nick Maggiulli)
The next Big Idea (Seth Godin)
Value is in the eye of the Beholder (Brandes Letter)
Buffett used networking also to get ahead (Neckar)