Some stuff I am reading today morning:
Cautious FPIs continue to sell (FE)
‘Risk On’ for markets (Money Life)
Central Banks look to have hit peak rates (CNBC)
No signs of recovery in IT hiring (MC)
Slowing EV demand is hurting Lithium (Yahoo)
Iran proposes Oil Embargo (Oil Price)
Company: Tesla (Aswath Damodaran)
Company: Neuralink (The Street)
How long to wait for opportunities (Buffett)
A Startup Founder’s guide to understanding VCs (Dropbox)
Some stuff I am reading today morning:
Petronas to invest $1.6 Billion into India’s Green Ammonia project (BT)
Dunzo revenue 226 Cr, loss 1800 Cr (MC)
Highway Construction: A bumpy ride (Fortune)
TVS Holdings: Corporate Cashtration (Money Life)
Five Options for Gold investment (BS)
Interview with Stanley Druckenmiller (CNBC)
The Bond Market’s bearish message for stocks (Felder Report)
On Electric Cars (Big Picture)
On Pricing Power (Asian Century Stocks)
Troubled waters ahead for China (Katusa)
Some stuff I am reading today morning:
FPIs bearish bets are at record levels (BW)
FMCG EBITDA margins strong despite slow volume growth (FE)
How India is rejecting China (Fortune)
Interview with Charlie Munger (Acquired)
Interview with Ian Cassel (Morningstar)
How to do business analysis of real estate cos (Dr Vijay Malik)
Is the passive investing bubble about to burst? (The Market)
On Position Sizing (Special Situation Investing)
11 things I learned about investing (Alchemy)
Confessions of a middle class startup Founder (Intelligencer)
Some stuff I am reading today morning:
Markets continue to tumble (BS)
India’s economy to reach $4 Trillion by year end (MC)
Order against Baap of Chart (SEBI)
Stock Talk: Jubilant Foodworks (FE)
Interview with Jim Grant (The Market)
Key disrupters of US retirement savings (Pensions & Investments)
Fight or Flight? (Mark Newfield)
3 Traps in Investing (Flyover Stocks)
The art of smart selling (Bill Nygren)
Smart things I’ve read lately (Morgan Housel)
Some stuff I am reading today morning:
Markets may remain under pressure (BS)
Online gaming cos get GST notices of 1 Lakh Cr (Rediff)
Nestle India’s rural play (MC)
How to loot Public Sector Banks (Money Life)
Sector: Hotels (Fortune)
VC: Celesta Capital (Forbes)
Venture Debt deals largely loan driven (FE)
Understanding Investing Regime change (Big Picture)
The Truth about rapid sales growth (Onveston)
Age in Place (Morningstar)