Some stuff I am reading today morning:
Petronas to invest $1.6 Billion into India’s Green Ammonia project (BT)
Dunzo revenue 226 Cr, loss 1800 Cr (MC)
Highway Construction: A bumpy ride (Fortune)
TVS Holdings: Corporate Cashtration (Money Life)
Five Options for Gold investment (BS)
Interview with Stanley Druckenmiller (CNBC)
The Bond Market’s bearish message for stocks (Felder Report)
On Electric Cars (Big Picture)
On Pricing Power (Asian Century Stocks)
Troubled waters ahead for China (Katusa)
Some stuff I am reading today morning:
FPIs bearish bets are at record levels (BW)
FMCG EBITDA margins strong despite slow volume growth (FE)
How India is rejecting China (Fortune)
Interview with Charlie Munger (Acquired)
Interview with Ian Cassel (Morningstar)
How to do business analysis of real estate cos (Dr Vijay Malik)
Is the passive investing bubble about to burst? (The Market)
On Position Sizing (Special Situation Investing)
11 things I learned about investing (Alchemy)
Confessions of a middle class startup Founder (Intelligencer)
