Some stuff I am reading today morning:
Godrej Properties to invest 400 Cr in DB Realty (BT)
Adar Poonawalla’s diversification plans (Forbes)
Next Gen takes over in Emami (BS)
LIC ties up with Policy Bazaar (MC)
Stock Talk: Jubilant Foodworks (FE)
Sector Watch: Paints (Fortune)
Deep Dive: Spotify ( Patient Capital)
Markets are a beauty contest (Irrelevant Investor)
Fashion is just TikTok now (Verge)
You can’t buy past returns (MFO)
Some stuff I am reading today morning:
Russia Crisis escalates (CNBC)
Competition Commission imposes hefty fines on Tyre Cos (CCI)
BPCL privatisation may be pushed to FY23 (BS)
Interview with Vallabh Bhanshali (ET Now)
How to pay taxes on Crypto (FE)
Thread: The harmful 1% TDS on Crypto (Naimish Sanghvi)
Crypto is a sign of an Economy in abundance (OReilly)
Gaming the Smiling Curve (Stratechery)
The Economics of Data Businesses (Abraham Thomas)
Fluke (Morgan Housel)
Some stuff I am reading today morning:
Budget Speech 2022-2023 (PIB)
India Inc to benefit from Govt’s massive push (BS)
Budget disappoints majority of taxpayers (FE)
Rakesh Jhunjhunwala on the Budget (CNBC)
Bittersweet Budget for Cryptos (Fortune)
Govt has ambitious plans for Gift City ( Rediff )
The Price of Admission in Stocks (Charlie Billelo)
Bubble Stock Meltdown (Verdad)
Mea Culpas, Base Rates & Hard Work ( Farnam Street)
On Schedule (Seth Godin)
Some stuff I am reading today morning:
Economic Survey says all is well (Manas Chakravarty)
Tata Steel to buy govt stake in Neelachal Ispat (BS)
Stock Talk: Nykaa (FE)
Thread: Sona Comstar (Intrinsic Compounding)
My only ever short thesis (Anand Sridharan)
The market is the greatest critic (Semil Shah)
Shooting oil in a barrel (Doomberg)
The Rules (TRB)
What the hell are NFTs and what do they mean for art? (Irish Times)
Crypto Currency is a giant Ponzi scheme ( Sohale Mortazavi)
Some stuff I am reading today morning:
FPIs pull out Rs.28,243 Cr from Indian Equities in Jan (BT)
Bad Bank takes off (FE)
Reliance’s $75 Billion plan to make India a hydrogen hub (BS)
China takes the lead in hydrogen electrolyzers (CNBC)
How FMCG firms are dealing with Covid (Rediff)
The market is savage (Irrelevant Investor)
The high cost of an easy job (Nick Maggiulli)
We’ve seen this Fed movie before (Daily Reckoning)
Thread: What the best D2C P&Ls look like (Fan Bi)
Thread: 15 Investing Value Bombs from Yen Liow (Max Koh)