Category: Links

Some stuff I am reading today morning :

Mumbai records Zero Covid deaths ( BS )

HDFC Bank posts stellar results ( MC )

Adani Wilmar, Star Health get SEBI approval for IPOs ( HT )

Top 10 cos by market cap ( MC )

My great grandfather was a shareholder in Air India ( Jerry Rao )

India’s turning point ( McKinsey )

The unbearable lightness of streaming ( Super Joost )

10 Truths about the Stock Market ( Sam Ro )

Speculation is Entertainment ( Howard Lindzon )

End to China’s real estate boom ( Guardian )

Some stuff I am reading today morning:

PM launches Gati Shakti (Narendra Modi)

Fed to begin tapering process by mid-Nov (CNBC)

Dish TV rejects Yes Bank’s demand for EGM (BS)

Stock Talk: Adani Ports (FE)

Interview of Nikhil Vora (MC)

Takeaways from Terry Smith’s Speech (CWS)

The great Indian pivot (Stallion)

New Bank Locker rules 2022 (Good Moneying)

Raising VC money when you are not a white male (Yehong Zhu)

Why budgets make people angry (Ben Carlson)

Some stuff I am reading today morning:

TPG invests in Tata Motors EV PVe business at $9.1 Billion Val (BSE)

Mobikwik enters Unicorn Club (BT)

RBI gives Small Finance Bank license to BharatPe (MC)

RBI bans Haribhakti & Co for 2 years ( Rediff )

MarketCap without HumanCap? (2Point2Capital)

How to deal with abrupt ownership change? (Anand Sridharan)

PayTM’s coming of age IPO (Aswath Damodaran)

I collect cashflows (TRB)

The imminent collapse of digital advertising (Scott Galloway)

China changing its stance on climate goals (Javier Blas)

Some stuff I am reading today morning:

Nifty hits 18K (Rediff)

Oil hits 7 year highs (BS)

Open Letter of Invesco to Zee shareholders (MC)

Power Crisis: Is India headed for a “Blackout”? (BT)

Ahmedabad Consumer wins refund case against Club Mahindra (AM)

Comparison of Forging Cos (Devesh Kayal)

Interview with Chamath Palihapitiya (Barry Ritholtz)

Invest like a ‘dumb mule’ (Peter Lynch)

The Great Crypto Crackdown (DR)

Perception (Craig Shapiro)