Some stuff I am reading today morning:
IMF lowers India’s growth projections (Rediff)
NSE launches InvITs & REITs index (Fortune)
NSE’s IPO plan faces SEBI hurdle (BT)
Papa John Vs Dominos (Forbes)
Startup: Biocube (BI)
You need Bulls in Bull Markets (All Star Charts)
Interview with Aswath Damodaran (Big Picture)
Take ‘potential winners’ with a grain of salt (Fisher Investments)
What we learnt in Jan-Mar 2023 (Octahedron Capital)
What makes you happy (Morgan Housel)
Some stuff I am reading today morning:
Indian sugar prices climb (BS)
CNG vehicles sales are up 82% in 5 years (Rediff)
Amul Vs Nandini (BT)
Titagarh Wagons rolls along (BI)
What I learned about investing from Darwin (Ceo Biz)
Thread: My view on Hotel stocks (Aniket Krishna)
The dangerous assumption in today’s PE ratios (TFR)
Leading from the heart (A VC)
Q4 FY23 Letter to Investors (2Point2 Capital)
2022 Letter to Investors (Chamath Palihapitiya)
Some stuff I am reading today morning:
RBI Governor Das Statement on Monetary Policy (RBI)
Indian consumers cut back non-essential spending (Fortune)
China-Taiwan tensions rise (Reuters)
Company: Sutlej Textiles (BI)
Startup: GetVantage (Forbes)
How to do business analysis of sugar companies (Dr Vijay Malik)
Making ends meet after retirement (Bala)
An inferno of Compound Interest (Best Interest)
One of the biggest mistakes in investing (Ben Carlson)
The world is dropping the US $ (DR)
Some stuff I am reading today morning:
RBI to hike 25 bps today ( FE )
Delhi wants RBI to focus on inflation ( BS )
TTK Healthcare to delist ( BSE )
Hero Motocorp launches VRS for entire staff ( BT)
Hot summer to boost AC sales ( Fortune )
Thread : Pakistan’s economy is going off the rails ( Atif Mian )
Rise & rise of Fintech ( BI )
Why the panic is just beginning ( DR )
The Index Mindset ( Better Letter )
Who says you can’t time the market? (Felder Report )
Some stuff I am reading today morning:
Shareholders Lock-in set to open for 33 Cos (Forbes)
Phone Pe rings in ONDC with ‘Pincode’ (Fortune)
More upsides ahead for Coal India (Rediff)
How to win at investing (S Naren)
JP Morgan Letter to Shareholders (Jamie Dimon)
Skewness of trading strategies (PAL)
REITs & the elephant in the room (The Market)
Star Analysts think they know better (Klement)
EM Equities have best return profile in 20 years (II)
The Inside of the Stock Market is suggesting hard landing (Felder Report)