Some stuff I am reading today morning:
What went wrong with ABG Shipyard? (MC)
Thread: Rajeev Jain bro (Intrinsic Compounding)
Stock Talk: SNL Bearings Ltd (Dolly)
Revisiting the FANGAM stocks (Aswath Damodaran)
Minsky Moments in Venture Capital (Abraham Thomas)
Crypto market back above $2 Trillion (Decrypt)
Tencent backed Sea’s $16 Billion Crash (BS)
Not a Rare to Spare (Doomberg)
The quest for intangible value (Neckar)
Q4 2021 Letter to Investors (Hayden Capital)
Some stuff I am reading today morning:
Why Nifty fell by 500 points (FE)
Newly listed stocks hit record lows (BS)
Oil can cross $100 (CNBC)
Jio Platforms to invest $200 Million in Glance (MC)
LIC: All is not well (Forbes)
RBI Dy Governor: Ban Crypto (BT)
Why SEBI barred Anil Ambani from the markets (Fortune)
Positioning for rising rates (Marc Rubinstein)
Speculative frenzy in virtual real estate (Scott Galloway)
What Russian media is saying (Climateer)
Some stuff I am reading today morning:
Shocking developments at National Stock Exchange (BL)
Pentagon orders US troops out of Ukraine (CNBC)
IPO Watch: LIC (MC)
Tenets of Commodity Investing (Jatin Khemani)
Thread: Revenue Recognition in Real Estate Stocks (Katalyst Wealth)
Attention Allocation matters more than Asset Allocation (Nick Maggiulli)
Addition by Subtraction (Novel Investor)
The Internet turned money into a hobby (Vox)
Russia & China are attacking the US $ ( Craig Shapiro)
Obituary: Rahul Bajaj (BS)
Some off beat reads for the weekend:
Mossad in Iran (BBC)
Modi’s Foreign Policy juggling act (Foreign Policy)
On the Historical Unity of Russians & Ukrainians (Vladimir Putin)
Is China committing genocide against the Uyghurs? (Smithsonian)
When France executed its own soldiers (Jacobin)
When Britain imprisoned its wartime refugees (Guardian)
The Bloody Sunday Cover Up (Kevin Rooney)
Reason for over-sized Macron-Putin table (RT)
Time to save Congress is now (Vir Sanghvi)
Lata Mangeshkar: Her Own Superstar (M J Akbar)
Thread: Lata Mangeshkar, the Photographer (Paperclip)
Its your friends who break your heart (Atlantic)
Thread: The Indian-origin Romas of Europe (Madeline Potter)
The Dragnet for M N Roy ( Gautam Pemmaraju)
Drive: Ladhaki Winter in a Thar (Team BHP)
Some stuff I am reading today morning:
RBI keeps rates on hold (Forbes)
US Inflation surges to 7.5% (CNBC)
Adani Wilmar up in 68% in 3 days (BS)
‘Thums Up’ becomes a Billion $ Brand ( BT )
Govt eases rules for foreign travellers (BS)
Hundreds of BharatPe Resumes hit the market (MC)
Thread: Neuland Labs (Midhun)
Interview with Aditya Khemka (CNBC)
RBI Governor: Cryptos are not even worth a tulip (Rediff)
Deep Dive: Xiaomi ( Value Punks)