Some stuff I am reading today morning:
Nitin Desai criticized Edelweiss in suicide note (BT)
On ICICI-Videocon loan fraud (BT)
The dark side to Private Equity (Sanjiv Bajaj)
Regional retailers come of age (Fortune)
Sector Watch: Textiles (Rediff)
30 Startups to watch (Inc 42)
One Year Returns don’t matter (Common Sense)
Trading for a Living (WGGTB)
12 things that look less impressive as you get older (No Sidebar)
How to read (Morgan Housel)
Some stuff I am reading today morning:
India to grow at average 6.7% from FY24-FY31 (BT)
SEBI puts NSDL’s IPO in abeyance (MC)
Reliance Retail valued at $112 Billion (Rediff)
Interview with Sankaran Naren (Morningstar)
IPO Watch: SBFC Finance (Arun Kejriwal)
Sector Watch: Cement (FE)
Company Watch: Indigo (Forbes)
Sundaram Clayton’s complex scheme (Money Life)
Good Story & a Good Chart (The Market)
Active Management today is a single decision (Capital Allocators)
Some stuff I am reading today morning:
India shines as Investment Draw at China’s expense (CIO)
28% GST on online gaming stays (Rediff)
Govt recognises 98,119 entities as startups (BS)
FAME scheme may get subsumed into PLI (FE)
On M&M’s investment in RBL Bank (Forbes)
Byju’s was a slow train wreck (Money Life)
Sector Watch: Chemicals (Fortune)
Cash is no longer Trash (Morningstar)
Stocks don’t like August (Carson)
Uncle Sam: Deadbeat (Daily Reckoning)
Some stuff I am reading today morning:
Fitch downgrades US long term rating (CNBC)
Tax Filing for AY24 touches all time high (BS)
Can Jio Financial disrupt the Mutual Fund business? (Money Life)
Vanguard marks down Ola by 50% (MC)
Tiger Global’s bets in India (Forbes)
Company: Eveready (FE)
Startup: Statiq (BI)
Yes, its a bubble (Daily Reckoning)
7 things I don’t own in my portfolio (Morningstar)
The greatest investment quotes (Of $ and Data)
Some stuff I am reading today morning:
Markets see flooding of a different kind (BI)
Taxation on online gaming to become more explicit (MC)
AI could affect many jobs (CNBC)
Maruti Suzuki to acquire Suzuki Motor Gujarat (BS)
AR summary: Amara Raja Batteries (Intelsense)
Startup: FreshMenu (FE)
How to find great businesses (Li Lu)
Doubling down on Meta (YAVB)
What wealth can’t buy (Morningstar)
Everything is Cyclical (Morgan Housel)