Some stuff I am reading today morning:
Last Letter of Warren Buffett (BH)
Details of Adani Ent Rights issue (BSE)
ONGC eyes strong output growth (OP)
Stock Talk: ABB India (FE)
Market returns happen when you sleep (HT)
Hyperscalers are understating depreciation (Michael Burry)
Multiple ways to get 15% CAGR returns (Gorilla Game)
Set Return expectations right (Nooresh Merani)
2 Capabilities to excel at Finance (F&F)
The great Mumbai land grab (ML)
Some stuff I am reading today morning:
MF Equity assets cross 50L Crores (MC)
Lenskart GMP crashes 95% (FE)
Workmates’ growth playbook (BI)
India to emerge as largest Scotch market (Rediff)
Interview with Joerg Wuttke (The Market)
Crypt ain’t digital gold (VettaFi)
Frenzy in the US stock markets (Reuters)
Drowning in money (DR)
A look under the hood (Howard Marks)
Dilution: When price affects value (Risk Premium)
Some off beat reads for the weekend:
Bihar elections at full throttle (Open)
India’s attacks on Khalistanis abroad (Bloomberg)
Sino-Indian rivalry in Bay of Bengal (ORF)
Turkey’s return to great power status (Engelsberg)
No to Hungary’s money for Ukraine (Orban Viktor)
Kazakhstan enters Abraham Accords (NI)
Algeria Vs France (RT)
New York City has fallen to a Muslim Communist (RAIR)
Sudan’s new frontier (Cradle)
How China became the world’s biggest shipbuilder (CP)
What the West should learn from China (Ideas Letter)
How Indians are training AI robots to act human (LA Times)
The forgotten 1947 siege of Delhi (Dharma Dispatch)
150 years of Vande Mataram (Organiser)
Thread: Why is number 108 holy in Hinduism (AT)
Some stuff I am reading today morning:
US markets decline (CNBC)
Further consolidation of PSU Banks (MC)
Jio Platforms will be third most valuable co of India (HT)
ED summons Anil Ambani again (ML)
Tesla shareholders approve Musk’s $1 Trillion package (Yahoo)
Tariffs likely to be overturned (Big Picture)
Global gold demand rising (BW)
Gold’s Price Surge (Aswath Damodaran)
What aboutery on the current state of markets (Kiran D)
Surviving the AI Capex boom (Sparkline Capital)
Some stuff I am reading today morning:
PSU Banks post record profits (DH)
InvIT market size set to triple by 2030 (FE)
The Ching’s Secret recipe for Tata Consumer (Fortune)
Company: Workmates Core2Cloud Solutions (BW)
The revolution in India’s Mutual Fund landscape (BT)
Interview with Jim Bianco (The Market)
The dark side of Japanese convenience stores (FT)
The miracle of uninterrupted compounding (Tony Isola)
I want to believe in Unicorns (Retirement Manifesto)
Technology outpaces Permission (Collab Fund)