Some stuff I am reading today morning:
Bajaj Finance tells SEBI it is undergoing cash crunch (BS)
Aramco-RIL talks in advanced stage (BT)
Top Mumbai realtors turn to redevelopment (Rediff)
Young Indians take to Crypto (CNBC)
My Karmic view in investing (Aswath Damodaran)
Network effects in SAAS (Bucco Capital)
The best apps are games in disguise (Jon Lai)
Story Time (Not Boring)
Investing is No Field of Dreams (Tony Isola)
Bernard Baruch’s Investing Rules (Novel Investor)
Some stuff I am reading today morning:
Key points from PM Modi’s Independence Day address (CNBC)
One dose Sputnik Light to roll out in Sept (TOI)
Ola Electric launches EV scooter revolution in India (BS)
Commerce Minister Piyush Goyal criticizes Tatas (Reuters)
Spare a thought for the economy (P Chidambaram)
Tata Power’s debt reduction plan hits a roadblock (Fortune)
What Zomato’s $12 Billion IPO says about tech cos today (HBR)
When to sell (WoW)
The Opening Ceremony of the Value Recovery (Oakmark)
Interview with Jeremy Grantham (Money Week)
Here are the most clicked items on Alpha Ideas this week:
ITC: We will be # 1 (AI)
Jamie Dimon’s fear (AI)
Swiggy: The Ultimate pivot (AI)
A lot is happening in Coffee (AI)
What Mega Trends look like (AI)
How I used Naval’s advice to make $1M online (Andrew Kirby)
Shut Up and Wait (Safal Niveshak)
Aap log rona band kijiye (Pratheek Bhat)
Hanging by a Thread (Morgan Housel)
Startup: Naagin Hot Sauces (Forbes)
