Some stuff I am reading today morning:
Cox & Kings promoter arrested ( BS)
LVB bond holders also get wiped out ( MC )
Stock Talk : Tata Consumer Products ( Free Fincal )
GoI bets big on EVs ( Fortune )
Chinese Lala cannot move in India ( BT )
Ching : India’s biggest desi Chinese brand ( CNBC TV18 )
A guide to ESG Investing ( Katusa )
Business Class Culture ( Pratyush Rastogi)
Compounders ( The Generalist)
F C Kohli, father of Indian IT industry, dies( Mint)
Some stuff I am reading today morning:
India’s foreign exchange reserves at life time highs ( Fortune )
LVB- DBS merger effective from tomorrow ( FE )
Stock Talk : HDFC Bank ( BS)
Last refuge of License Raj( Anand Sridharan)
15 potential winners of Atmanirbhar Bharat ( Ventura )
Why BSNL is the biggest victim of Atmanirbhar Bharat ( BT )
Should you invest in REITs?( Forbes)
There are no short sellers left( Climateer)
Using trailing stops to buy( Andy Snyder)
Berkshire Hathway Vs Tesla ( CR )
Some stuff I am reading today morning :
RBI rejects Muthoot’s proposal to acquire IDFC AMC ( FE)
Alibaba, Alipay banned in India (MC)
Dow cracks 30,000 ( BS)
The FOMO is back ( Howard Lindzon )
Is Tesla the next Yahoo? ( Nicholas Vardy )
Terry Smith on investing in tobacco stocks (DGI )
The changing face of a bank branch (Rediff )
How Venture Capitalists are deforming Capitalism (New Yorker )
We end our lives as value stocks ( Nick Maggiulli)
Why I invested in Metromile ( Chamath Palihapitiya )
Some stuff I am reading today morning:
India’s solar power tariffs hit record low ( Mint )
How Central Govt is changing laws to favor Adani ( Telangana Today)
Raghuram Rajan blasts RBI ( BS )
Stock Talk : Balkrishna Industries ( FE )
The Economics of Fund Management ( Marc Rubinstein )
Pleasure of walking tall ( Stable Investor )
On investing in Art ( Barrons )
5 Options for pursuing high returns ( Howard Marks )
Knowing what you are looking for ( A VC)
WHO fears Covid third wave ( Reuters)
Some stuff I am reading today morning :
Signs that ‘Atma Nirbhar’ package is working ( The Hindu)
Byju’s now valued at $ 12 Billion ( FE )
Is India about to witness a data centre boom?( Fortune )
Why Mumbai Indians is the brand to bet on ( Rediff )
NBFCs have an edge in banking license race ( Mint )
India is getting the rescue of LVB right ( Andy Mukherjee )
For every buyer, there is a seller ( Evidence Investor )
Great companies but wrong stock prices ( ABC )
Wall Street is back to ” Full Bull ” ( DR )
Inside the messy downfall of designer Manish Arora ( Forbes )