Some stuff I am reading today morning:
Global markets sell off (CNBC )
Adani Group shares fall on MoS Finance statement (BS)
Thoughts on the Just Dial deal (Bhavin Shah)
Stock Talk: Syngene (Fortune)
Stock Talk: KRBL (Phoenix Capital)
Decoded: Marico’s D2C Strategy ( MC)
About that tout (Doomberg)
Axie Infinity: Infinity Revenue, Infinity Possibilities (Not Boring)
Being a Billionaire is a lot harder than it looks (Vanity Fair)
Interview with Julian Robertson (Graham & Doddsville)
Source : Dan McArdle
Some stuff I am reading today morning:
Why Zomato IPO is reason to cheer (SA Aiyar)
India’s tech moment to overtake China arrives (BS)
FPIs pull out Rs. 4,515 Cr from Indian Equities (Rediff)
HDFC Securities to enter discount broking (FE)
IB Real Estate: Turning into a real estate behemoth (Phoenix Capital)
Nifty performance in last 20 years (Dhruvesh Sanghvi)
Nifty Microcap 250 Index performance (M&S)
Clean Energy: Invest with caution (CNBC)
We are entering a time of financial repression (Russell Napier)
Decentralization Effects (Software Stack Investing)
Here are the most clicked items on Alpha Ideas this week:
Nobody knows nothing (AI)
How retail frenzy is driving the markets (MC)
Maruti: Curb your enthusiasm (AI)
The Biggest Risk (AI)
Gambling Vs Speculation Vs Investment (AI)
Can Investing become the most common job of the 2000s? (Balaji)
On LIC policies (Ravisutanjani Kumar)
Thread: VST Tillers (Ashish Khokha)
30 Years later, Rao’s reforms endure (Rediff)
Too Smart (Morgan Housel)