Some stuff I am reading today morning:
Insights from listed vaccine makers ( Anand Sridharan)
Blackstone acquires Embassy Industrial Parks for 5,250 Cr (MC)
PNB opens QIP issue (BT)
Indigo to raise 3,000 Cr via QIP ( BW)
Ranjan Pai : Building a Healthcare Empire (Fortune)
Inside Paytm 3.0 ( Forbes)
Concentrating on active share ( Occam Investing)
Why the blockchain matters (Seth Godin)
The limits of investing sanity (Morgan Housel)
SNL is the new Shoeshine Boy (TRB)
Some stuff I am reading today morning:
FPIs continue to sell in May (BT)
Reliance Retail is the second fastest growing retailer in the world ( FE)
The Ellas of Bharat Biotech (Fortune)
Value Investing: A new look ( Howard Marks)
Evaluating SaaS companies (Arpit Lahoty)
The Cocktail Party (Pratyush Rastogi)
The Lithium Gold Rush (NY Times)
Other People’s Money (Marc Rubinstein)
The Martian (Prof Galloway)
10 Things you shouldn’t care about as an investor (Ben Carlson)
Here are the most clicked items on Alpha Ideas this week:
Why isn’t India’s stock market falling more? (Andy Mukherjee)
Laurus Labs: Not by price hikes (AI)
Mega Trend: India Ethanol (AI)
Why we bought Indiamart (Arisaig)
Peter Lynch’s advice to Bill Miller (AI)
Elon Musk: Karke Dekho (AI)
Mega Trend: Ethereum (AI)
Blow up the first time (AI)
2021: Year of Commodities (AI)
No to Elon Musk (AI)