Category: Links

Some stuff I am reading today morning :

Bombay High Court orders Zee to call for EGM ( BS )

Nykaa IPO to open on Oct 28 ( MC )

Govt sets $ 100 Billion export target for textiles ( FE )

SEBI bars investment advisors from advising on Crypto ( BT )

Why Nusli Wadia has to take charge of Go First ( Fortune)

Consider your Competition ( Microcap Club )

How I plan to achieve financial independence ( Vasu )

Being a Contrarian is easier in hindsight ( CS )

The new Fear and Greed ( TRB )

China’s Bitcoin exodus ( Wired )

Some stuff I am reading today morning:

VIL to opt for 4 year moratorium on spectrum payments (Rediff)

NTPC Vs Tata Power (FE)

China’s curbs on fertilizer exports may affect India (BS)

The rise of Indian D2C BPC (Fortune)

The mainstreaming of Crypto (A VC)

Why SIP is a pyschological hack (Morningstar)

Investors should prefer camels to horses (BI)

Ignore the price, remember the Dividends ( Of $ and Data)

The SaaS metrics that matter (Sacks)

Deep Dive: Baidu (Get Revue)

Some stuff I am reading today morning:

Bitcoin at all time highs (MC)

Ola COO, CFO quit ahead of IPO (BT)

Moody’s upgrades outlook on Indian banking (BS)

SREI Vs Bankers (Rediff)

Stock Talk: Intellect Design Arena ( Ankush Agrawal)

3Q 2021 Market Letter (Bill Miller)

Escaping the Disclosure Dilemma (Aswath Damodaran)

The illusion of skill in investing (Daniel Kahneman)

Nature shows how this all works (Morgan Housel)

Sunny Leone: Serial Entrepreneur ( Forbes)

Some stuff I am reading today morning:

What’s driving investors to PSU stocks (Fortune)

Dish TV Vs Yes Bank (Rediff)

Lenders expect Voda Idea to recover (BS)

Bitcoin ETF to begin trading today on NYSE ( Blockworks)

Interview with Jim Chanos (Inet Economics)

Why I remain invested in Tesla (Cathie Wood)

The Death & Birth of Technological revolutions (Stratechery)

The Volatility Squeeze (Last Bear Standing)

Playing Solo Games (Not Boring)

Working multiple jobs (A VC)

Some stuff I am reading today morning :

Mumbai records Zero Covid deaths ( BS )

HDFC Bank posts stellar results ( MC )

Adani Wilmar, Star Health get SEBI approval for IPOs ( HT )

Top 10 cos by market cap ( MC )

My great grandfather was a shareholder in Air India ( Jerry Rao )

India’s turning point ( McKinsey )

The unbearable lightness of streaming ( Super Joost )

10 Truths about the Stock Market ( Sam Ro )

Speculation is Entertainment ( Howard Lindzon )

End to China’s real estate boom ( Guardian )