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)
Some off beat reads for the weekend:
How Dolo 650 became India’s favorite snack in Covid (Print)
India’s tech sector has a caste problem (ROW)
#Hate (Rahul Pandita)
Millions could die in famine in Afghanistan (RT)
The defiance of Afghan women (Syed Irfan Ashraf)
Boris Johnson: The Party is over (Lance Price)
How to kill a God – the myth of Captain Cook (Guardian)
A Russian Victory in Kazakhstan (Al Jazeera)
Biden’s failing report card (Daily Mail)
Martin Luther King Jr’s visit to a Kerala school (BI)
Poona: Where badminton was invented (LHI)
On Sesa Naga (Hindu Aesthetic)
Khansama (Sadaf Hussain)
Thread: When was Pongal/Makar Sankranti? (Krish Ashok)
Thread: What is random great advice? (Trung Phan)
Some stuff I am reading today morning:
Adani Wilmar IPO to open on Jan 27 ( BT )
Uday Kotak’s warning to startups (BQ)
HUL Chief warns rural India is in slowdown mode (MC)
Thread: Hero’s investment in Gogoro ( Ganesh Nagarsekar)
Stock Talk: PSP Projects (Phoenix Capital)
Luck Vs Skill (2Point2Capital)
In an inflationary environment, Value stocks offer refuge (II)
Why increasing bet size is an investing superpower ( Jay Vasantharajah)
Fake it till you make it (Barry Ritholtz)
The Jeff Bezos hockey stick rule (Michael Simmons)