Some stuff I am reading today morning:
Unlisted NSE hits $56 Billion market cap ( BW )
Swiggy Vs Zomato ( HT )
FMCG cos dumping near expiry products via Qcom ( DH )
Sector Watch : REITs ( Rediff )
Group Watch : Torrent ( Fortune)
InvIT : Capital Infra Trust ( BI )
Some things I don’t believe about investing ( CS )
Why we avoid traditional value investing ( Terry Smith)
A method for industry selection ( Value Journal )
Meme coins are the point of Crypto ( Moneyness )
Some stuff I am reading today morning:
S&P 500 after US Presidential elections ( CNBC )
Rupee hits record lows ( Fortune)
SEBI directs Embassy REIT to suspend CEO ( DH )
TGI Fridays files for bankruptcy ( The Street )
Swiggy eyes 100 Million users ( BS )
Battery storage power play ( FE )
Company: RP Tech ( BI )
Alpha Erodes ( Waiters Pad )
1999 Vs 2024 ( Common Sense )
52 VC Tips ( The Generalist)
Some stuff I am reading today morning:
FPIs sold 94,000 Cr of Equities in Oct ( BT )
Berkshire Hathaway ‘s cash position touches $325 B ( CNBC )
Incumbents take market share in 2w EV market ( Forbes )
The FMCG entry pack of Rs 5 ( FE )
Gold is on the ballot ( DR )
A framework for cyclical industries ( Quipus Capital )
Industry is not destiny ( Verdad )
Don’t take financial advice from Hedge Fund managers ( CS )
Stocks & Flows ( Capital Gains )
Stock Picking is a game of self-confidence ( Microcap Club)
Some offbeat reads for the weekend:
Lawrence Bishnoi: The new Don (Open)
On India-China disengagement (ORF)
Desis may prove critical in US elections (New Lines)
A clear message to Iran (TOI)
Morocco’s $320 Billion drug industry (Al Majalla)
Bombing Hezbollah’s drug empire (JPost)
Shitpost map of Poland triggers outrage (Korybko)
BRICS post-Kazan (Cradle)
Late Muammar Gaddafi is becoming more popular in Libya (RT)
The US origin myth (Engelsberg)
The motivation behind 9/11 Terrorists (Rair Foundation)
Sardar Patel & the RSS (Organiser)
8 Spooky celebrations from around the world (Smithsonian)
The curious appeal of haunted hotels (BBC Travel)
Drive: Tamil Nadu (Team BHP)
Some stuff I am reading today morning:
Samvat 2080 : A year of windfall gains ( FE )
Muhurat Trading explained ( MC )
HDB Financial Services files for IPO ( Rediff )
India consumption story is cracking ( DH )
Stock Talk : Elcid Investments ( Fortune )
Stock Talk : Titagarh Rail ( BT )
The Economics Nobel ( BW )
Who will hold SEBI accountable? ( Money Life )
The Sugar Daddy effect ( Aswath Damodaran)
The paradox of high P/E markets ( Grantham )