Some stuff I am reading today morning:
What’s driving investors to PSU stocks (Fortune)
Dish TV Vs Yes Bank (Rediff)
Lenders expect Voda Idea to recover (BS)
Bitcoin ETF to begin trading today on NYSE ( Blockworks)
Interview with Jim Chanos (Inet Economics)
Why I remain invested in Tesla (Cathie Wood)
The Death & Birth of Technological revolutions (Stratechery)
The Volatility Squeeze (Last Bear Standing)
Playing Solo Games (Not Boring)
Working multiple jobs (A VC)
Some stuff I am reading today morning :
Mumbai records Zero Covid deaths ( BS )
HDFC Bank posts stellar results ( MC )
Adani Wilmar, Star Health get SEBI approval for IPOs ( HT )
Top 10 cos by market cap ( MC )
My great grandfather was a shareholder in Air India ( Jerry Rao )
India’s turning point ( McKinsey )
The unbearable lightness of streaming ( Super Joost )
10 Truths about the Stock Market ( Sam Ro )
Speculation is Entertainment ( Howard Lindzon )
End to China’s real estate boom ( Guardian )
Here are the most clicked items on Alpha Ideas this week:
Saregama: Pure Play Content (AI)
Revenge of the Native (AI)
What Euphoria looks like (AI)
Comparison of Forging Cos (Devesh Kayal)
The great Indian pivot (Stallion)
Ruthless Buffett (AI)
Invest like a dumb mule (Peter Lynch)
Bill Miller on how to pitch a stock (AI)
Ahmedabad citizen wins refund case against Club Mahindra (AM)
Case Study: Amazon Cash Flows (Morgan Stanley)
