Category: Links

Some stuff I am reading today morning:

Why petrol, diesel prices need a 15 Rs hike (Fortune)

FIIs selling like crazy (Forbes)

GST lowest slab to be raised to 8% (BS)

How Reliance stunned Amazon in the battle for Future Retail (BT)

Stock Analysis: Intellect Design (Surge Capital)

Is it time to exit from Nifty Next 50? (Free Fincal)

CredAvenue turns unicorn in 18 months (MC)

3 unfortunately timed trades (Tker)

How to plan for a 30 year retirement period (Michael Baker)

On the cusp of Economic Singularity (Doomberg)

Some stuff I am reading today morning:

Vodafone Idea to raise 4,500 Cr (MC)

India accuses Huawei of tax evasion (CNBC)

Reliance Retail acquisition spree (Fortune)

Thread: HDFC Group Cos (Aditya Shah)

Stock Talk: GMDC (BS)

Letter to Investors-Prataap Snacks (Equirus)

Set the bar high for margin of safety (Sid Choraria)

Russian Equities are “Un Investible” ( Big Picture)

On Autocracy Risk (II)

Preparing for a wider range of outcomes ( Ben Carlson)

Some stuff I am reading today morning:

Crude at $111 (Siasat)

Investors can trade in US stocks on NSE IFSC (BS)

Delhi High Court dismisses bail plea of Gautam Thapar (Rediff)

BharatPe sacks Ashneer Grover (Fortune)

Madhabi Puri Buch takes over as SEBI Chief (FE)

On the tenure of SEBI Chief Ajay Tyagi (MC)

Shorting Counts (Cliff Asness)

The year ahead in Crypto (Pantera Capital)

Interview with Sebastian Mallaby (Big Picture)

On the Energy Crisis (Goehring & Rozencwajg)

Some stuff I am reading today morning:

Stocks set for painful week (FE)

Why is the SWIFT ban on Russia so serious? (MC)

Is the inflation threat being underplayed? (BI)

What went wrong at edtech startup Lido Learning? (Forbes)

On the Zee-Sony merger (BW)

A history of invastions, wars & markets (IA)

How geopolitics impacts markets (Big Picture)

Thread: Managing a Concentrated Portfolio (Shorsighted Capital)

Berkshire Hathaway 2021 Annual Letter (BA)

Deep Dive: Universal Music Group (Elevation Capital)