Some stuff I am reading today morning:
Putin’s declaration of War (Guardian)
New age cos face torrid times on Dalal Street (Forbes)
India’s bleeding unicorns (CNBC)
SAT dismissed SEBI order against HDFC Bank (Rediff)
SEBI’s stunning about turn (Fortune)
No entrepreneur should believe PE funds (Padmaja Reddy)
Stock Talk: Technvision (Value2Wealth)
Defensive hedging as a strategy (Fiaz)
Investing Richard Lawrence-style (Asian Century)
How UP completed the Saryu Canal Project (Print)
Some stuff I am reading today morning:
Russia-Ukraine crisis intensifies (Guardian)
World’s largest NFT marketplace hacked (BS)
Tata’s OTT play (Forbes)
Munjal Vs Munjal (Fortune)
Sector: Paper (Dr Vijay Malik)
Charlie Munger: 2022 Daily Journal Meeting Transcript (Junto)
A good filter for finding winners (Chris Mayer)
A bear market for Stocks (Michael Batnick)
A return to fundamentals (A VC)
10 Lessons in 10 years of pursuing financial independence (Aussie Firebug)
Some off beat reads for the weekend:
Shah Bano 2.0 (Open)
Winning elections bigger than dynasties (Vir Sanghvi)
US Army is not ready for a war with Russian Army (SWJ)
Inside the Taliban’s return to power (Guardian)
Justin Trudeau’s phony dictatorship (Unherd)
The rise of antisemitism in Europe (TOI)
Demolitions in Nairobi (Jacobin)
Spotify in Pakistan (RoW)
France is living in Zemmour’s world (Palladium)
Thread: Why Stalin purged the Old Bolsheviks (Kamil Galeev)
Dr. Subramanian & Ludhiana Basketball Academy (Fifty Two)
Thread: Vasudev Balwant Phadke (Sadaa Shree)
Pune Engineers helps 26 Villages become drought free (BI)
Thread: My wife’s transformation (KA)
The story of how I met my education (Nisha Susan)
Some stuff I am reading today morning:
2022 salary hikes to hit 6 year high (Fortune)
Govt moves ahead on National Hydrogen Mission (MC)
SEBI alleges NSE MD ran a money making scheme (BS)
Why Saudi Arabia is refusing to hike oil output (CNBC)
LIC’s IPO weighing on other insurers (BW)
Startup: 10Club (Forbes)
Charlie Munger on Crypto (FE)
Pershing Square Annual Investor Presentation (PSCM)
How do investors fail? (Nick Maggiulli)
Investors should ignore major macro events (BI)
Some stuff I am reading today morning:
FPI selling nears $6 Billion in 2022 (Rediff)
India’s IPO mania gets reality check (BS)
PLI Scheme for agrochemicals soon (Fortune)
How we bag multibaggers (Aequitas)
Thread: Jubilant Ingrevia (Average Trader)
Thread: RHI Magnesita (Niveshaay)
Tale of Two Microcaps (Bhavik Mehta)
Interview with James Anderson (Big Picture)
Value Stocks like higher inflation (Ben Carlson)
Facebook’s downturn was a long time coming (Marker)