Some stuff I am reading today morning:
Thread: India’s GDP growth accelerates (MoF)
Union Cabinet approves 3 semiconductor units (Ashwini Vaishnaw)
Cabinet nod to 75,021 Cr solar rooftop scheme (Fortune)
Tata Sons to raise 55,000 Cr via IPO (BS)
Mumbai property market at 12 year high (BT)
SC junks plea to reopen Sterlite Copper Smelter (MC)
Company: Lalithaa Jewellery (BI)
The rise and fall of Byju’s (CNBC)
Interview with Jim Chanos (Chicago Booth)
2023 Letter to Investors (Markel)
Some stuff I am reading today morning:
Why markets got spooked by SEBI advisory to MFs (MC)
Modus Operandi of rigging SME IPO stocks (SEBI)
Shriram Finance to replace UPL in Nifty 50 (NDTV Profit)
Bitcoin surges past $60,000 (HT)
India blocks China-led pact at WTO (Rediff)
Solid, Liquid & Inox (Forbes)
AI needs lots of electrical transformers (Climateer)
Ultra HNIs to grow 50% in 5 years (FE)
Tracking difference in ETFs & Index Funds (MS)
Dance with the Portfolio that brought you (F&F)
Some stuff I am reading today morning:
Vodafone Idea to raise 45,000 Cr (Rediff)
SC contempt notice to Patanjali (BS)
Moscow warns of NATO-Russia conflict (CNBC)
SEBI’s crackdown on unregistered advisories (MC)
Reddit IPO breakdown (Only CFO)
The perfect company does not pay dividends (Thierry Borgeat)
Buffett & 3 Hedge Funds (Roger Lowenstein)
The Maxell Man Market (QTR)
Used cars & Microcaps (Microcap Club)
Temptation to Trade (Rational Walk)
Some stuff I am reading today morning:
US & India: A tale of two bull markets (FT)
Adani Defence sets up South Asia’s largest ammunition complex (Fortune)
On Reliance-Disney merger (BT)
SAIL’s potential 4000 Cr windfall (BW)
Why Whirlpool sold its India stake (CNBC TV18)
Kitex CEO Sabu Vs Kerala CM Vijayan (OnManorama)
Financial shenanigans at Bilcare (Money Life)
Thread: On Hold Forever (Skwigglylines)
How much cash should one’s portfolio have (Oblivious Investor)
Gemini & Google’s culture (Stratechery)
Some stuff I am reading today morning:
ED summons Hiranandani Group promoters (HT)
Xiaomi bets big on EV (CNBC)
EVs are a bust (DR)
Crazy rich young Indians are buying Lamborhinis (FE)
The Paytm Controversy (Money Life)
2023 Annual Letter (Berkshire Hathaway)
The rise of Emerging Market Banks (Polen Capital)
Millionaires don’t use astrology, Billionaires do (Nick Maggiulli)
Easily avoided (Humble $)
The Ackman Discount (Net Interest)