Some stuff I am reading today morning:
India’s CPI index falls below 6% (BW)
Dalmia Bharat acquires JP’s cement plants (MC)
Tata Group to open 100 Apple stores in India (BS)
UPI now 85% of digital transactions (Fortune)
Thread: Landmark Cars IPO (Aditya Kondawar)
Anant Goenka’s CEAT-Zensar balancing act (Forbes)
Company: Wheels India (BI)
Deep Thoughts for Passive Investors (Felder Report)
Financial Gaslighting (Bob Seawright)
Thread: How I made 5000% off FTX (Adlay)
Source: RHP of Sula Vineyards Ltd
Interesting to see the Promoter selling even though his stake is already quite low
Source: RHP of Dollex Agrotech Ltd
Strange to see small sugar cos coming out with IPOs priced at higher multiples than industry leaders like Balrampur,Dhampur etc
Some stuff that I am reading today morning:
Air India nears historic order for 500 jets (BS)
Can Indigo turnaround? (A Junior VC)
Snapdeal defers 1,250 Cr IPO (Rediff)
Paytm can’t use IPO proceeds for buyback (MC)
On Small PSU Banks & Yes Bank (Nooresh Merani)
How to do business analysis of Construction Cos (Dr Vijay Malik)
On Options Trainers, influencers & other frauds (Index Heads)
Take Calculated Risks (Ted Lamade)
Putin doesn’t bluff (Daily Reckoning)
Disney’s CEO drama explained (The Verge)
