Some stuff I am reading today morning:
Domestic investors propel Nifty past 16,000 (BS)
Zee’s Subhash Chandra clears 91% of debt (Mint)
Techno Funda: Trident (Rushabh Shah)
Sector Watch: India Gas (Benaam Niveshak)
IPO Watch: Devyani International (Aditya Kondawar)
Startup Unicorn: OfBusiness (Forbes)
Crypto & the US infrastructure Bill (A VC)
Power of equity for long term wealth creation (Stable Investor)
Metaverse (Stratechery)
Compounding Crazy (Not Boring)
Some stuff I am reading today morning:
SEBI eases trading in InvITs & REITs (MC)
Birla offers to give up his stake in Vodafone Idea ( Rediff)
Small business suffer after banks shut current accounts (BS)
Policybazaar files IPO papers (FE)
Stock Talk: NALCO (Phoenix Capital)
Edtech gold rush goes on (Fortune)
4 Learnings from my journey (Neil Parikh)
The investment case for Ethereum (Vineyard Holdings)
Advertising stagflation (Ranjan Roy)
How much is Rule of Law worth to markets? (Barry Ritholtz)
Some stuff I am reading today morning:
e-Rupi to be launched today (MC)
RBI likely to maintain status quo on rates (Rediff)
Petrol demand at pre Covid level (FE)
Adani group to enter petrochemicals business (BT)
Investing Dilemma (Ankush Agarwal)
How do you stake Cryptocurrencies? (Decrypt)
Is China that weird? (Farrer Wealth)
Blackstone’s moment ( Marc Rubinstein)
Extracting Value Vs Creating Value (Mr Stingy)
Memo: Thinking about macro (Howard Marks)
Some off beat reads for the weekend:
The biggest untold story about the Olympics (Gaurav Sabnis)
Why Angela Merkel has lasted so long (Spiked)
Violence may return to N Ireland (RT)
The Hundred Years War of Arab propaganda (TOI)
The Gaza ceasefire is shaky (Al Jazeera)
Mandela’s dream for South Africa in ruins (New Yorker)
The return of South Africa’s militias (Unherd)
When Denmark criminalised kindness (Granta)
The redundancy of Farmer’s agitation (Open)
Chasing Off-Kilter Friendships in Tokyo (Nat Geo)
The British shipwreck that changed the world (BBC)
Lankeshwari: The Odia Goddess from Lanka (LHI)
Sivapada in Cambodia (Hindu Aesthetic)
Murder in Whip City (Truly Adventurous)
Remembering Jagdish Raaj (Ajay Mankotia)
Some stuff I am reading today morning:
US Economy returns to pre-pandemic level (BS)
Privatisation of Govt Insurers gets Cabinet nod (Rediff)
Tatva Chintan sees best listing gains of 2021 (MC)
On AB Group’s plans for Vodafone Idea ( CNBC)
Why I exited from VST Industries (Dhiraj Dave)
How BlackBuck turned into a trucking unicorn (Forbes)
Crypto Bank Cashaa set to launch operations in India (BT)
The benefits of Sin Stocks (Alpha Architect)
The Thai Home Food Delivery Industry ( Murray Hunter )
Can’t be bearish (Irrelevant Investor)