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BrokerageStocks

The Rise & Rise of Zerodha

Source: Zerodha

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Links

Linkfest: 20 December, 2022

Some stuff I am reading today morning:

Defence, aerospace exports to treble in 5 years (BS)

Dabur India promoters to sell stake today (MC)

IPO: KFIN Tech (Arun Kejriwal)

Sector : Sugar (Fortune)

Stock Analysis: Godfrey Phillips (Dr Vijay Malik)

Startup: Bombay Shaving Company (Forbes)

Letter to Customers (Zerodha)

Crypto’s Crash reinforces old lessons (Morningstar)

Not another 2023 outlook (Real Returns)

Research: Capital Allocation (Michael Mauboussin)

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Excerpts

Bubble in Private Markets

Source : Ruchir Sharma, Financial Times
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Debt

Debt Fund YTM

Source : Business Standard
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Links

Linkfest: 19 December, 2022

Some stuff I am reading today morning:

Record Direct Tax collections (BW)

India’s economic activity set to slow (MC)

Air India pilots warns of non-cooperation (Rediff)

Borrowed Fashion picks up in India (Fortune)

On the IPO pipeline in 2023 (BS)

Startups opt for Venture Debt in funding winter (FE)

The 2023 Macro Outlook ( Apricitas Economics)

The ‘Lollapalooza Effect’ on Meta Stock (Hindu)

How Sam Bankman-Fried swindled $8 Billion (CNBC)

Don’t try to get rich twice (Common Sense)