Some stuff I am reading today morning:
PLI outlay for servers, laptops at 7,500 Cr (FE)
Reliance aims to embed JioMart in Whatsapp (Mint)
How DHFL fits into Ajay Piramal’s plans (Fortune)
On India’s IPO market (CNBC)
Stock Analysis: Atul Ltd (Dr Vijay Malik)
Signs we’re in a bubble (Anand Sridharan)
We’re near the edge of fire (Katusa)
The PE firms’ PE firm (Marc Rubinstein)
Interview with Cliff Asness (AM)
What does Plaid do? (Technically)
Some off beat reads for the weekend:
My life in the shadow of Cecil Rhodes ( Simukai Chigudu)
What white privilege steals from us (Indi Samarajiva)
Who are the actual NGO beneficiaries ? (Karma Colonialism)
The man who turned Credit Card points into an Empire (NY Times)
The market value of my father (Wealth Simple)
What Indian car did you have a crush on? (Team BHP)
I am a victim of a serious phishing attack (Nidhi Razdan)
The story of Aswathi Hot Chips (Better India)
River rafting in Arunachal Pradesh (Nat Geo)
The second career of Michael Riegels (Granta)
Shareef ( Mahreen Sohail)
How Austrian Kings Joseph I & Charles VI decided the fate of India & America (The Kaipullai)
Remembering Mahendra Kapoor ( Ajay Mankotia)
The story of Indian Coffee (LHI)
Why Germans love getting naked in public (BBC Travel)
Some stuff I am reading today morning :
Biden unveils $ 1.9 Trillion rescue plan ( Yahoo )
Fed Powell says no change to easy monetary policy ( Market Watch )
Gujarat HC refuses to extend ITR deadline (BT )
Govt suspects attempt to deflate BPCL stock price ( Mint )
10 Million new demat accounts and counting ( MC )
Google pulls trigger on instant loan apps ( Mint )
Sector : EdTech ( Fortune )
SPACs and capital structure advantage ( Prof Varma )
Markets & Economy will get weird ( Common Sense )
One of my biggest investing lessons ( David Einhorn)
Some stuff I am reading today morning :
How CNBC Awaaz anchor Hemant Ghai front ran his own stock picks ( SEBI )
IRFC IPO to open on Jan 18 ( BS )
Indigo Paints IPO opens on Jan 20 ( CNBC TV18 )
How Tata Motors is getting its mojo back ( Fortune )
How to disclose crypto currency gains while filing IT returns ( Mint )
When and how should investors make forecasts? ( Joe Wiggins )
The rapid rise of Fintech startup Affirm ( Protocol )
The Work-Life Balance revolution ( A VC )
De Hock, the father of Fintech ( Marc Rubinstein )
Tax Proposals of President Elect Biden ( NLR )
Some stuff I am reading today morning :
India kicks off vaccine drive ( FE )
Kool-ex, Winner of Covid vaccine logistics ( Forbes )
Stock markets are over heated ( BT )
CBDT rejects demand of further extension ( Money Life )
Why jewellers still prefer cash deals ( Fortune )
Stock Talk : Divis Labs ( BS )
Favourite holding period is forever. Conditions apply ( Anand Shridharan)
Why an Emergency Fund is the foundation of investing ( Free Fincal )
Even smart people make mistakes ( Larry Swedroe )
Be aware how your beliefs are driving your investment decisions ( Barry Ritholtz)