Some stuff I am reading today morning:
Retail Inflation hits 2 year low (BW)
India’s GDP reached $3.75 Trillion (Fortune)
Gujarat braces for cyclone ‘Biparjoy’ (BS)
SEBI bars Subhash Chandra, Punit Goenka from Directorship (BT)
Stock Talk: Hindustan Aeronautics (Forbes)
Interview with Abhisar Jain (ET)
Will Tatas steal the semiconductor show? (BI)
The day the Treasury topped (TRB)
The 8 Fundamental Investing Mindsets (Portfolio Charts)
The great $ paradox (DR)
Source: Exchange Filings of Gati Ltd
Some stuff I am reading today morning:
Peak power demand touches new high (FE)
Sequioa Capital to sell entire 10% stake in Go Fashion (BT)
What’s behind India’s milk crisis? (Fortune)
Bank: Capital Small Finance Bank (BI)
Interview with Kenneth Andrade (MC)
Stock markets back in Fantasyland (Herb Greenberg)
75 D2C Brands that are disrupting India’s consumer market (Inc42)
Whisky & Oranges & Coinbase (Net Interest)
Crypto Inc is illegal now (Axios)
Wealth: 5 Formulas & a Receipe (Sapient Capital)
Here are the most clicked items on Alpha Ideas this week:
Paytm: Growth at Population Scale (AI)
Sequoia’s Returns (AI)
Who says Large Caps can’t move? (AI)
Why Info Edge lost faith in ‘bijnis’ (Forbes)
Fractional Ownership in Real Estate (Bala)
Stock Talk: Engineers India (BI)
Stock Talk: Redington India (Unfair Advantage)
How to avoid TCS for your child’s foreign education (BS)
Don’t shift to EV cars yet (Rowan Atkinson)
There’s only one way to forecast (Howard Marks)
