Some stuff I am reading today morning:
LIC IPO likely to open on 4 May (BT)
Elon Musk buys Twitter (BS)
Company: P&G India (Forbes)
SME: Marg Techno-Projects (Dhruva Pandey)
Somany Ceramics adds more gloss (BI)
Raghuram Rajan: The anti-Cassandra of our times (First Post)
Interview with Dylan Grice (Meb Faber)
Brokers vie for subscription services (Protocol)
I don’t know (Charlie Bilello)
Never saw it coming (Morgan Housel)
Some stuff I am reading today morning:
India’s oil import bill doubles (BW)
Reliance calls off Future deal (Fortune)
Future Group shareholders will get completely wiped out (BS)
Maruti looks to ride SUV wave (Rediff)
Stock Analysis: Polycab India (Dr Vijay Malik)
Stock Talk: Prince Pipes & Fittings (Rama Krishna Vadlamudi)
Lindy Effect & long term forecasting (Abhishek Basumallick)
John Neff on low P/E strategy (Novel Investor)
Wrong side of the trade (Barry Ritholtz)
Fk you money (Zero Hedge)
Here are the most clicked items on Alpha Ideas this week:
TiO2: Meghmani Vs Adani (AI)
Nykaa is now Naeka (AI)
The coming boom in apparel exports (AI)
On International Diversification (Rajeev Thakkar)
ICICI Pru: New Mix (AI)
BEPL: Capacity without Capex (AI)
LTTS: Electric Air Taxis (AI)
12 Imp Lessons I learnt from ‘Just Keep Buying’ (Mr Stingy)
How Dynasties rule Bollywood (Kaveree Bamzai)
The problem with old time Value Investors (Aswath Damodaran)
