Some stuff I am reading today morning:
Bharat Forge bags $155 Million Export contract (BW)
Govt to exit Axis Bank (BS)
India to be world’s third largest economy by 2027 (Fortune)
Niren Shah on VC Investing (Forbes)
Startup: Practus (BI)
Insights from Todd Combs (IMI)
Humpty Dumpty Stock Market (Smead Capital)
Binance-FTX deal collapses (MC)
Blue Chip investors lose big in FTX (MSN)
Mark Zuckerberg’s Letter announcing 11,000 layoffs (BT)
Some stuff I am reading today morning:
13,000 Crore churn due to MSCI India Index rebalancing (BS)
Thread: The FTX drama that is blowing up Crypto (Shaan Puri)
Family Offices may shift to GIFS IFSC (FE)
Company: Sundaram Home Finance (BI)
Thread: Hyperbole of 3i Infotech (Leading Nowhere)
Rebalancing is not always optimal (Bharat Shah)
Do nothing dammit (Anand Sridharan)
Valuations of early stage startups are holding up (Institutional Investor)
META: Corporate Governance (Aswath Damodaran)
Changing world order is approaching Stage 6 (Ray Dalio)
Some stuff I am reading today morning:
$25-$50 Billion to flow into India in next 1 month (CNBC)
Reliance to acquire METRO Cash & Carry (BW)
Jio to acquire RCom’s tower, fibre assets (BT)
Tirupati Temple richer than Wipro, ONGC (BS)
IT Department conducts survey at Jyothy Labs (MC)
Sector Watch: Dairy (Fortune)
Stock Talk: Adani Ports (FE)
NFTs: Creator Royalties (A VC)
Is your portfolio ready for nuclear war? (Daily Reckoning)
Letter to Investors (Elliott)
Some stuff I am reading today morning:
All eyes on FED meet (CNBC)
Nervous November as 87,000 Cr shares near lock-in expiry (MC)
Income Tax Department proposes common ITR (BT)
Rupee Depreciation may hit margins (Forbes)
GST Collection over 1.51 Lakh Crore in Oct 2022 (BS)
Maharashtra Govt to issue white paper on Mega Projects (Rediff)
Unprofitable cos put off IPO plans (FE)
The power of not having a view (Joe Wiggins)
Why stocks rally when everything else is getting worse (Sam Ro)
Venture Capital is ripe for disruption (Napkin Math)
Some stuff I am reading today morning:
RBI to launch digital Rupee today (Rediff)
Nifty back to 18,000 (BS)
Mcloed Russl’s cup of woes (BI)
Cashflow Committed Vs Networth Committed (Jago Investor)
Thread: Investing Lessons from Tom Engle (Brian Feroldi)
Art as an Investment (Forbes)
The 2% rule for preserving Wealth (Family Wealth Report)
A Chat with top Macro Hedge Funds (Macro Compass)
The agony & ecstasy of Stock Picking (Common Sense)
Handle Hard Well (Ted Lamade)