Some stuff I am reading today morning:
IMF revises India’s FY24 forecast to 6.1% (Rediff)
Paytm to generate free cash flow by year end (Forbes)
FED FOMC meeting begins today (MC)
India’s crackdown on Chinese firms (BT)
70% drop in funding jolts startups (Fortune)
A textbook non-recessionary bear market (Common Sense)
The Return on Hassle Spectrum (Of $ and Data)
Underperforming your own assets (Big Picture)
Panic buyers load up on rice supplies (Climateer)
The Donkey Kong $ (Urban Kaoboy)
Some stuff I am reading today morning:
Instant settlement in stock markets (BT)
ITC Board approves demerger of Hotels Biz (Fortune)
Reliance partners Brookfield for data centre business (Rediff)
Twitter has become X (The Street)
15 Smallcaps that are favourites of Mutual Funds (MC)
Startup: PhysicsWallah (Forbes)
Another Bubble (Daily Reckoning)
The One Enduring Investment Strategy (Charlie Munger)
You never know with the restaurant biz (Herb Greenberg)
The Trillion $ scam (Yahoo)
Some stuff I am reading today morning:
Paytm raises revenues by 40% (MC)
Online biz model gaming is unviable (Fortune)
FMCG firms turn focus to spices for growth (FE)
India’s Hub ambition (Money Life)
On attrition in Banks (Forbes)
Smallcap: Iris Business Services (Bull Bull)
The Company you keep (Humble $)
The case for hard assets (Felder Report)
Reducing the Risk of Momentum Crashes (Alpha Architect)
The Comfort Crisis (Mr MM)
Some stuff I am reading today morning:
Utkarsh Small Finance Bank to list today (MC)
L&T plans buyback (FE)
IDBI Bank recovers just 7% of 45,536 Cr written off (Money Life)
Govt bans export of non-Basmati white rice (BS)
No plans to merge ACC, Ambuja Cement (BW)
Elon Musk’s multiplying ventures (CNBC)
Startup: LeverageEdu (Forbes)
High returns or Appropriate returns (Morningstar)
Betting against current hubris (Dan Rasmussen)
Compounding: The silent hero (Validea)
Some stuff I am reading today morning:
Tatas to invest 42,500 Cr in UK (BS)
FMCG lines up 17,200 Cr in Capex (FE)
Late Filing Consequences (BW)
Being non-compliant with rules in India (Money Life)
Foreign investors are favouring India over China (Forbes)
You missed the rally (Douglas Boneparth)
Silicon Valley’s entire business model is a scam (BI)
Buffett’s bet on Old Energy (Kingswell)
Appropriate Tension (Seth Godin)
Rich and Anonymous (Morgan Housel)