Category: Links

Some stuff I am reading today morning:

Tatas get control of Air India after 7 decades (BS)

ED arrests Karvy Group CMD, CFO (Fortune)

Why Sodium is Mukesh Ambani’s big battery bet (Climateer)

Thread: Why Boat is not a sustainable company (Kush Agarwal)

Stock Talk: Canara Bank (Phoenix Capital)

Company Profile: Godavari Biorefineries (BI)

The Fed has no real plan (Ryan McMaken)

But are you short the market? (Marginal Revolution)

How You Tube became unstoppable (Protocol)

Dollars ex Machina (Doomberg)

Some stuff I am reading today morning:

Fed points to rate hikes in March (CNBC)

Oil touches $90 a barrel (BT)

Uday Shankar, James Murdoch to pick up 39% in Network 18 (BS)

TCS,Infosys amongst top 3 IT services brands globally (MC)

PSUs: The underdogs (BI)

Observations from the recent market decline (Validea)

Don’t shine the turd (Craig Shapiro)

Market Rorshach Test (Barry Ritholtz)

Big Skills (Morgan Housel)

A timeline of China’s eCommerce Sector (Investor Insights)

Wish readers a very happy Republic Day.

Some stuff I am reading today morning:

Adani Wilmar IPO opens tomorrow (MC)

Axis Bank’s rerating imminent (BS)

EV Disruption: TVS Vs Hero (Fortune)

Rating the PSUs (BI)

Stock Talk: Deepak Fertilizers (Value Pickr)

Thread: Gujarat Ambuja Exports (Asan)

Startup: DarwinBox (Forbes)

Its never a market crash problem (Safal Niveshak)

Markets move more fast these days (Irrelevant Investor)

Netflix’s Man Overboard moment (Intrinsic Investing)

Some stuff I am reading today morning:

BSE IPO index plunges 8% (BS)

Zomato CEO: I have been waiting for a bear market (MC)

Insider trading in the shares of Lux Industries (BSE)

Air India to be handed over to Tata Group on Jan 27 (BT)

Record 32,000 Cr seized in tax raids (Rediff)

Inside TCS’s cloud strategy (Forbes)

Ukraine crisis intensifies (CNBC)

Is this the end of the Go-Go years? (Common Sense)

Crypto Currency meltdown continues ( Andy Hecht)

Casualties of your own success (Morgan Housel)

Some stuff I am reading today morning:

Let the wild rumpus begin (GMO)

Reliance Industries’ profits soars (Fortune)

Bumper profits at ICICI Bank (BS)

Scary side of ‘Super Quality Stocks’ (Monarch)

Stock Talk: Kolte Patil Developers (Phoenix Capital)

Horrific week for Crypto (Decrypt)

An y(ear) of wisdom (Safir Anand)

So goes January, so goes the year (DR)

On the concept of intrinsic value (LT3000)

What’s your status narrative? (Seth Godin)