Some stuff I am reading today morning:
Foreign investors increase allocation to India (FE)
Santa rally for railway stocks (MC)
Interview with HDFC Bank CFO S Vaidyanathan (BT)
Stock Talk: Patanjali Foods (Dolly)
How to get lucky (Sahil Bloom)
A bear market in everything (Novel Investor)
Wall Street’s 2023 outlook for stocks (Sam Ro)
Russia refuses to accept EU’s oil price cap (BS)
China’s Zero Covid Policy is dead (ACS)
How Billionaire Michael Goguen got conned (Intelligencer)
Some stuff I am reading today morning:
Softbank to sell 5% in Policy Bazaar today (MC)
RBI seen raising rates (BW)
Saurabh Mukerjea’s PMS is underperforming deeply (Mint)
How CFOs become the fall guys (Forbes)
Quality at the Right Price (Brian Langis)
IIFL MF launches India’s first tax saver index fund (Fortune)
Are MF NAVs near all time highs? (Stable Investor)
Thoughts on the Crypto market (Arca)
How VCs can get avoid getting tricked by obvious frauds (Rohit Krishnan)
What we learned in Q3 CY2022 (Octahedron Capital)
Some stuff I am reading today morning:
Reliance Capital to go for Liquidation (BS)
Fed Chair Powell on inflation ( FED )
Obituary: Vikram Kirloskar (Forbes)
Amul Butter in short supply (Rediff)
On Bank Defaulter Jatin Mehta, Winsome Diamonds (Money Life)
Samit Vartak on his hits & misses (Morningstar)
Thread: Angel investing in startups Head Quartered Abroad (Aakrit Vaish)
How to avoid ‘Secondhand Smoke’ from illquid investments (II)
The big advantage of stocks is you have to be right in very few (Buffett)
Interview with Boaz Weinstein (Big Picture)
Some stuff I am reading today morning:
Alibaba to sell Zomato shares worth $200 Million today (BW)
Pilot launch of retail digital Rupee tomorrow (RBI)
Vistara, Air India to merge (Fortune)
Adani Group clinches Dharavi redevelopment bid (MC)
Can GIFT City become the next Singapore or Dubai? (BS)
Satyanarayan Nuwal, the man who built Solar Industries (Forbes)
Adfactors PR: Young at 25 (BI)
Magic Words & Magic Money (Neckar)
3 Reasons why indexing works (Evidence)
Venture Capital Red Flag Checklist (Bill Gurley)
Some stuff I am reading today morning:
Markets hit fresh all time closing highs (FE)
Jet Airways on the brink (BS)
Amazon to close food delivery business in India (Fortune)
Inside Tata Projects (Forbes)
The story of India Cements (BI)
Thread: Lessons from Bruce Kovner (Brandon Beylo)
The buy & hold mindset (A VC)
How to hold a stock for 20+ years (Joel Tillinghast)
The Cockroach Portfolio (The Market)
Getting Wealthy Vs Staying Wealthy (Morgan Housel)