Some stuff I am reading today:
Vande Bharat trains in every state by this month ( FE )
SEBI warns unregistered investment advisers ( Fortune)
RBI Governor on Governance in Banks ( RBI )
A new Fintech world is upon us ( Rediff )
Startup : Insurance Dekho ( Forbes )
A seed investor who made a difference ( Adam Shapiro )
The stock market is not a casino ( Ben Carlson )
Trading : Smash that reset button ( ASC )
5 things that could knock NVIDIA down ( TRB )
Q1 2023 Investor Letter ( Dan Loeb)
Some stuff I am reading today morning:
US reaches deal to prevent default (CNBC)
UPI will account for 90% of retail digital transactions by 2027 (BT)
India to become post paid economy (Nandan Nilekani)
How small finance banks staged a smart recovery (Forbes)
Inox Wind- A turnaround story (Candor Investing)
Binance’s murky finances (Reuters)
NVIDIA and the return to normal (LBS)
Irrational Exuberance (Marquee Finance)
14 Financial Milestones worth celebrating (WCI)
On China Vs America (The Market)
Some stuff I am reading today morning:
Uber Vs Blu Smart (Forbes)
Omega Seiki Mobility to raise $100 Million (FE)
ONGC’s big plans (Rediff)
BSNL: Flogging a dead elephant (Money Life)
Nvidia ignites AI rally (Yahoo)
AI will revolutionize Asset Management (PI Online)
CBDT notifies angel tax rules (MC)
Bill Ackman Vs Car Icahn (The Street)
Buffett buys wonderful companies cheap (AM)
Expectations Debt (Morgan Housel)
Some stuff I am reading today morning:
Fitch puts US AAA rating on negative watch (CNBC)
India Inc’s capex push (FE)
Shareholders of Siemens Ltd are upset (MC)
ED raids online gaming portals (BS)
Thread: Kingfa Science (Gunavanth Vaid)
Company: Aurion Pro Solutions (BI)
Startup: Spinny (Forbes)
Windows & the AI platform shift (Stratechery)
4 Learnings from my Journey (Neil Parikh)
Career advice from David Tepper (Investment Talk)
Some stuff I am reading today morning:
India is G20’s fastest growing economy (BS)
GQG raises stake in Adani (MC)
Interview with T Koshy, CEO ONDC (Forbes)
Company Talk: Chola MS (BI)
How much wealth gets you in top 1% (Morningstar)
JP Morgan bets big on carbon removal (Oil Price)
Investment Junk Food (Behavioural Investment)
Most gray haired investors turn into perma bears (Ben Carlson)
Time to take off the Bear Suit (Daily Reckoning)
Simon Cowell on his money mistakes (CNBC)