Some stuff I am reading today morning:
BPCL to sell treasury stock at 435 Rs/share (MC)
Muthoot Finance stock tumbles (BL)
Tata Motors shareholders approve hiving off PV business (BS)
Amazon expands food delivery service in Bengaluru (CNBC)
How Mrs. Bectors baked for success (Fortune)
Interview with Cathie Wood (CNBC)
The tide is turning in SPAC land (YAVB)
Coping with crazy (Humble $)
Gold’s cruel performance (Katusa)
Two by two (Prof Galloway)
Some stuff I am reading today morning:
Bhavish Aggarwal to build world’s largest 2 wheeler factory (MC)
Warburg Pincus to invest 800 Cr in Adani Ports (CNBC)
M&A push Adani Ports towards 500MT target (Fortune)
Brent cracks $70 (Reuters)
Gold prices down 20% from highs (HT)
AIIMS to probe mysterious death of Muthoot Chairman (News Minute)
My Presentation at the TIA Summit (Alpha Ideas)
TIA Presentation: IRCTC ( Tushar Bohra)
TIA Presentation: S Chand (Niteen S Dharmawat)
About Target Maturity debt funds (MF Critic)
Some off beat reads for the weekend:
How India got Pakistan to release IAF’s Abhinandan (HT)
Bengal’s traditions of inclusiveness are at stake (Kanchan Gupta)
The myth of China’s Great State (New Statesman)
The rich Vs the very very rich ( Samanth Subramaniam)
The rise of emotional spending (Guardian)
How did Steve Ballmer end up with 8% of Microsoft? (Trung Phan)
13 Days : The cricket documentary that never got made ( Jaideep Varma)
Don’t infect cricket please (Mohammed Kaif)
The amazing story of Prof. Indraneel Mittra ( Pramesh CS)
The roads built by Roman military shaped human civilization (Josh Wolfe)
The Bad Luck flat (Narendra Shenoy)
Memento Mori (Sahil Bloom)
Noida PG ( Shayonnita)
Bored, woke and high maintenance (Monika Halan)
Tanjore Paintings: A living legacy (LHI)
Some stuff I am reading today morning:
Aggressive Adani makes investors laugh all the way (BL)
Wipro acquires Capco for $ 1.45 Billion (BS)
Kotak to handle salary account of Indian Army (Rediff)
SC orders screening of films on OTT (CNBC)
Sector Focus: Textiles (Ventura)
Interview with Kenneth Andrade (Fortune)
How Krishna Ella gave India Covaxin (Forbes)
Why tech/high flying stocks are selling off (Lyall Taylor)
No room on the ARK? (Morningstar)
Invest like a Pronghorn (BTM)
Some stuff I am reading today morning:
PSU stocks are finally getting their day in the sun (Mint) (My sound bite here)
Covaxin demonstrates India’s Pharma prowess (BS)
ED slaps money laundering case on Franklin Templeton (BS)
Adani Ports buys Warburg’s stake in Gangavaram Port (BQ)
Why Jio bought more spectrum than Airtel/Vi (BT)
The IPO routes for India’s Internet Unicorns (Forbes)
Banning cryptocurrencies in India (Yahoo)
Greedy, fearful and all that (Anand Sridharan)
Everyone’s talking bubbles.Is it time to act? (Capital Spectator)
Dr. Copper signals bull market is on (Katusa)