Some stuff I am reading today morning:
Supreme Court Committee report on Adani (Live Law)
The hits keep coming for Vodafone India (FE)
Coforge makes it to the Billion $ club (BI)
Change of guard at HUL (BW)
From Web2 to Web3 (Forbes)
The Great Disconnect (Anand Sridharan)
Gold as a Safe Have asset (Larry Swedroe)
What AI means for Investment Professionals (CFA Society)
What went wrong with Argentina? (SUA)
10 things we let go as we age (POF)
Some stuff I am reading today morning:
Japan stocks surge to highest since 1990 (CNBC)
SEBI to crackdown on suspicious trading (BS)
India can lead the Web 3.0 Revolution (Forbes)
M&A deal volumes plummet by 90% (BW)
L&T Finance joins the big league (BI)
On Zero-Day Options (Yahoo Finance)
One of our favourite chart patterns (Climateer)
On the AI bubble (Daily Reckoning)
Second Order thinking (Bob Seawright)
How the US film industry mitigates financial risk (CEPR)
Some stuff I am reading today morning:
Cabinet approves PLI schems for IT hardware (BW)
FIIs turn bullish on India (FE)
Online bond platforms see sharp jump in retail participation (MC)
How Quant investing is helping investors beat the market (Forbes)
Interview with Aswath Damodaran (The Long View)
Interview with Raghuram Rajan (The Market)
Things professional investors should say but can’t (BI)
Gutter Capital wants to upend the VC model (Fast Company)
The Triumph of Debt (Daily Reckoning)
Mr. Market is in denial over TINA’s passing (Felder Report)
Some stuff I am reading today morning:
Monsoon arrival on June 4 (MC)
Return of industrial stocks (Fortune)
Notes from my US visit (Sunil Singhania)
On Negative Cash Conversion Cycles (Rama Krishna)
Tiger Global to sell stakes in private cos (FT)
Interview with Elon Musk (CNBC)
Startup: Roadcast (Forbes)
The best investment strategy is always the same (Prem Watsa)
The spectrum of financial independence (Morgan Housel)
Chores (Seth Godin)
Some stuff I am reading today morning:
WPI inflation turns negative (Fortune)
SEBI: Adani not probed since 2016 (FE)
India’s ‘Pharmacy of the world’ moniker under threat (Forbes)
Gilt Funds Vs Bank Fixed Deposits (Basu Nivesh)
On Greedflation (LA Times)
Roughly right or precisely wrong (Ben Carlson)
Cisco: A magazine cover gone wrong (Big Picture)
Maintaining fear is an incredible element in creation of wealth (Sam Zell)
Thread: On stock based compensation (Brian Feroldi)
Skipping the good days (Seth Godin)