Some stuff I am reading today morning:
Vodafone Idea to raise 45,000 Cr (Rediff)
SC contempt notice to Patanjali (BS)
Moscow warns of NATO-Russia conflict (CNBC)
SEBI’s crackdown on unregistered advisories (MC)
Reddit IPO breakdown (Only CFO)
The perfect company does not pay dividends (Thierry Borgeat)
Buffett & 3 Hedge Funds (Roger Lowenstein)
The Maxell Man Market (QTR)
Used cars & Microcaps (Microcap Club)
Temptation to Trade (Rational Walk)
Some stuff I am reading today morning:
US & India: A tale of two bull markets (FT)
Adani Defence sets up South Asia’s largest ammunition complex (Fortune)
On Reliance-Disney merger (BT)
SAIL’s potential 4000 Cr windfall (BW)
Why Whirlpool sold its India stake (CNBC TV18)
Kitex CEO Sabu Vs Kerala CM Vijayan (OnManorama)
Financial shenanigans at Bilcare (Money Life)
Thread: On Hold Forever (Skwigglylines)
How much cash should one’s portfolio have (Oblivious Investor)
Gemini & Google’s culture (Stratechery)
Some stuff I am reading today morning:
ED summons Hiranandani Group promoters (HT)
Xiaomi bets big on EV (CNBC)
EVs are a bust (DR)
Crazy rich young Indians are buying Lamborhinis (FE)
The Paytm Controversy (Money Life)
2023 Annual Letter (Berkshire Hathaway)
The rise of Emerging Market Banks (Polen Capital)
Millionaires don’t use astrology, Billionaires do (Nick Maggiulli)
Easily avoided (Humble $)
The Ackman Discount (Net Interest)
Some stuff I am reading today morning:
Japan’s Nikkei hits new high after 34 years (Axios)
Govt considering MSP for sugar (FE)
Nifty expected to have 14% earnings growth for few years (NDTV)
KKR to raise infra bet in India (BS)
PM Modi’s dream for AMUL (Rediff)
AB Group launches paints business (MC)
Uber CEO explains why India is one of the toughest markets (HT)
Indus App Store Vs Google Play Store (Fortune)
All Time Highs are historically bullish (Big Picture)
The China oil boom (Monetary Sceptic)
Some stuff I am reading today morning:
Cabinet clears hike in sugarcane FRP by 25 Rs (BS)
Air India-Vistara merger awaiting regulatory approvals (Fortune)
Who is vying for Paytm Payments Bank? (NDTV Profit)
Byju’s $200 million rights issue fully subscribed (Rediff)
Interview with GQG’s Rajiv Jain (Prashant Nair)
Interview with Jeffries’ Chris Wood (MC)
Europe set for 50 TWh solar boom (Oil Price)
How to use alternatives in your portfolio (Morningstar)
The New Era of market commentary (Josh Brown)
Venture Capital & Free Lunch (Not Boring)