Some stuff I am reading today morning:
Paytm leads $6 Billion Startup Rally (MC)
India clears Micron’s semiconductor plans (BT)
What to expect from Modi’s US visit (CNBC)
Is Modi India’s most effective post Independence leader? (GQG Partners)
Cement stocks under pressure (Fortune)
Piramals to exit Shriram Finance (FE)
Startup: Ayurveda Experience (Forbes)
Saudis Vs Oil Speculators (The Market)
Attributes of a great business (Base Hit Investing)
Hallucinations as a feature (USV)
Some stuff I am reading today morning:
Indigo places record order for 500 Airbus A320 aircraft (BT)
HDFC Credila to be sold for 9,060 Cr (MC)
The stocks driving the Nifty rally (FE)
Net inflows into equities decline to a 2 year low (BS)
Textile stocks threading their way to bull party (BL)
Inside Triveni Turbine’s audacious global gambit (Forbes)
SEBI justifies ‘urgent action’ against ZEE Entertainment (Rediff)
Meta’s Moat (Deep Dives)
Stock Based Compensation in Software Cos (Voss Capital)
The Cardinal Sin of Investing (Howard Marks)
