Some stuff I am reading today morning:
Shriram Cos to merge (BS)
Anand Rathi Wealth to debut today (MC)
Bumper listing for Tega Industries (FE)
SEBI’s proposals can restrict algo trading (Rediff)
Stock Talk: Navneet Education (Fortune)
3 reasons why multi-asset investing is important (Morningstar)
The Bogle Method (Humble $)
When speculation costs you more than money (Ben Carlson)
Deep Dive: Replit (Not Boring)
Is it time to panic about inflation? (Retire By 40)
Source: RHP of Foce India Ltd
Source: RHP of Nupur Recyclers Ltd
Amusing to see that a co has invested less than 10L in its own fixed assets and around 10 Cr in a listed entity
Some stuff I am reading today morning:
Reliance to acquire Sintex (BT)
Learnings from a crowded IPO year (Forbes)
Nomura’s outlook for India in 2022 (BS)
Embassy Office Parks REIT- An underdog? ( Cellestial Wealth)
Gati Ltd looking to become a 3000 Cr co (FE)
Types of fund managers based on personal experiences (Vikash Mantri)
Does the market efficiently value brands? (Larry Swedroe)
Managing across the Corporate Life Cycle (Aswath Damodaran)
False Certainty & Pursuit of truth (Macro Ops)
An investing superpower (TRB)
Here are the most clicked items on Alpha Ideas this week:
Redington: Covid Winner (AI)
Anil Goel’s return expectations (AI)
India Retail Explained (AI)
Indian mutual funds are ripping off investors (RMV)
Fintech is a scam (Marker)
Unit Economics of Online Pharmacies (AI)
The Godrej split (Fortune)
Crypto: Fake Numbers (AI)
Most Expensive (AI)
Classic mistake investors make (Safal Niveshak)