Some stuff I am reading today morning:
Iran puts 6 demands (OP)
Adani’s $2 Billion comeback (BW)
US bond markets are fragile (Yahoo)
Gold continues to rise (DH)
Commodity: Copper (DR)
Deep Dive: L.T. Elevator (Zen Nivesh)
Company: Cordelia Cruises (Nine One Capital)
US may remove H1-B 60-day grace period (FE)
Tibet Mega Dam raises concerns (Bloomberg)
Lessons from 40 years of investing (IS)
Some stuff I am reading today morning:
Meta in trouble in India (Forbes)
Dabur Vs FSSAI (BS)
Kotak employee siphons off 131 Cr (BW)
Company: S Chand (BI)
Sellside Research: Sportking India (ICICI Direct)
Thread: LT Elevator (POP)
Bloom’s cells don’t work as advertised (HB)
Turnaround of Intel (FT)
A weaponized Yen (CNBC)
The Anatomy of a Blow-Up (CA)
Some stuff I am reading today morning:
RBI keeps rates unchanged (BS)
RBI keeps Tata Sons listing issue alive (FE)
FSSAI cracks down on rum & whiskey manufacturers (MC)
E20 rollout under scrutiny (Forbes)
ONGC may operate two Venezuelan oil fields (OP)
Sellside Research: JTL Industries (SBI Caps)
Company: Filatex India (BI)
What an Agreement on Strait of Hormuz looks like (CNN)
Why I hate the Bucket Strategy (PC)
Money Fears (MCE)
Some stuff I am reading today morning:
LIC OFS gets 36,000 Cr bids (FE)
US markets hit record highs (HT)
RBI meet today (MC)
India raises windfall taxes on fuel exports (Forbes)
Company: Manipal Health (BI)
Thread: Regulatory History of Auction Closing (SP)
How China won the Iran war (Paul Krugman)
What is it like to be a young founder (TC)
Is Value Investing dead? (Morningstar)
Disastrous but Committed (Havenstein)
Some stuff I am reading today morning:
Nifty’s 200 point rally just before closing (Fortune)
Valuation reality check for Zepto (Forbes)
Mandatory V2V systems proposed for vehicles (BT)
India’s manufacturing PMI at 5 year low (DH)
3 Niche Manufacturing Plays (Native Invest)
Stock Talk: ITC (FE)
What went wrong at IBM (DR)
Investing in Momentum (CS)
The challenge of valuing cos (Tker)
The sound of inevitability (Moon Tower)