Some stuff I am reading today morning:
SC ruling brings top industrialists under IBC ambit (Rediff)
How JSPL took minority shareholders for a ride (Leading Nowhere)
Stock Talk: Bharti Airtel (FE)
Bitcoin becomes Indians’ dream investment (BS)
On Vaccicorns (Anand Sridharan)
Coasian Finance ( Marc Rubinstein)
Speculation & Investment (GMO)
6 Lessons from Wolf of Wall Street ( Larissa Fernand)
Wise words from Lou Simpson ( Novel Investor)
Debate: Sunil Singhania Vs Saurabh Mukherjea (You Tube)
Some off beat reads for the weekend:
Did China get away with creating a Pandemic? (Brahma Chellaney)
The Palestinian Tragedy (Spiked)
Why Israel lost this war (TOI)
Why Netanyahu thinks America is stupid ( Marwan Bishara)
A Jewish case for Palestinian refugee return (Guardian)
Pakistan Parliamentarians want to nuke Israel ( Naila Inayat)
The plight of Pakistani fishermen ( Baffler)
The strange story of Dagobert (New Yorker)
The Western Media Double-Standard (Project Syndicate)
The Mob & the Crowd (Granta)
Rideshare Apps are a lifeline for Indian women (ROW)
Trekking: Kashmir Great Lakes ( Team BHP)
Aligarh’s French Connection (LHI)
The rags to riches story of Hyundai Founder (Chris Hladczuk)
Bill Gates will never be the same ( Vox)
Some stuff I am reading today morning:
Income Tax Filing dates for FY21 extended (FE)
Govt cuts subsidy on sugar exports (BS)
Gautam Adani is now Asia’s second richest person (Mint)
Thread on Solara Active Pharma (Vishnu Kapadia)
Is the party over for smallcaps? (Morningstar)
Startup: Jimmy’s Cocktails (BT)
Why Investing feels like Astrology (Moon Tower)
Decentralized Media (A VC)
The Optimal amount of hassle ( Morgan Housel)
Robinhood’s Big Gamble (New Yorker)
Some stuff I am reading today morning:
Crypto Collapses ( CNBC )
China bans financial & payment institutions from Crypto (CGTN)
China seeks to stabilize commodity prices ( CGTN)
Govt hikes DAP fertiliser subsidy by 140% (BT)
Relief for Indian IT sector as US removes H1 visa curbs (BS)
My experience in the unlisted market (Leading Nowhere)
Secular Growth Stocks are becoming increasingly attractive ( Gavin Baker)
Michael Burry’s Latest Bets ( Macro Ops)
Distribution & Demand ( Stratechery)
Value’s Turn: Eerie parallels to 1999 (GMO)
Some stuff I am reading today morning:
Are benchmark indices headed towards all time highs? (FE)
Anger grows as Covid-19 engulfs rural India ( BS)
On Insurer death-claims during Covid first wave (Anand Sridharan)
Interview with Kalpen Parekh ( FE)
Return Probabilities of Indian Indices (Abhinav Mehrotra)
How Xiaomi transformed itself into a Made in India brand ( Forbes)
The $4 Billion Unicorn you need to hear about (Tiger Feathers)
As Crypto Currency goes wild, regulators get worried (Washington Post)
Elon Musk, Chamath Palihapitiya, Cathie Wood face a reckoning (Bloomberg)
Grift is Good ( Can Duruk)