Some stuff I am reading today morning:
Adani Enterprises may file for 20,000 Cr OFS in Jan (MC)
FPIs are sustained sellers in the Indian market (Money Life)
On TCS Q3 earnings (BT)
Amul sacks R S Sodhi as Managing Director (Rediff)
India is now world’s third largest auto market (Fortune)
Sonam Kapoor bares the reality of Mumbai realty (Vishal Bhargava)
On valuations of Mamaearth (Forbes)
Look out below (The Market)
1979 Profile on Warren Buffett (Turtle Bay)
Think you have it bad? (TRB)
Some stuff I am reading today morning:
The remarkable story of Gautam Adani (BS)
Asian Paints to set up 2000 Cr Paint unit (BW)
Gold: The safe bet in 2023 (Fortune)
Stock Analysis: RHI Magnesita India (Dr Vijay Malik)
GCPL: On track for robust growth (FE)
5 Min Stock Ideas: Gujarat Themis (Smart Sync)
The Inside Game (Last Bear Standing)
100-Bagger (Chris Mayer)
Thread: Crypto projects on Polygon (Asif Khan)
Mr. Market may be in denial over interest rates (Felder Report)
Some stuff I am reading today morning:
Why Bajaj Finance stock crashed (ET Now)
Mukesh Ambani to focus on Green Energy (BS)
India to exceed Green Hydrogen target (BT)
Q3 FY23 Letter to Investors (Solidarity)
Ride hailing Blu Smart to turn profitable in 2023 (FE)
Rakesh Jhunjhunwala & SBI (MC)
World says goodbye to negative yielding debt (Yahoo)
The one true secret to successful investing (Bloomberg)
On the cusp of a global liquidity crisis (DR)
Japan’s Bubble-Burst (Konichi Value)
Some stuff I am reading today morning:
Cabinet approves National Green Hydrogen Mission (Fortune)
The story behind Corporate bad loans (Sucheta Dalal)
FED releases minutes from Dec meeting (CNBC)
General Atomics-Bharat Forge to build Predator drones (BW)
Mercedes-Benz & Lohum partner for second life batteries (FE)
BharatPe’s loss widens to 5,594 Cr (BT)
Super Quality Stocks can correct further (Monarch AIF)
Crypto: Binance could collapse (Concoda)
15 Charts explaining US markets in 2022 (Morningstar)
A few things we learned in Q4 2022 (Octahedron Capital)
Some stuff I am reading today morning:
Supreme Court gives relief to Cinema Hall Owners (BT)
Tax liability of buybacks may shift to shareholders (BS)
Cash trading volumes decline in 2022 (Rediff)
Interview with Andrew Holland (FE)
Thread: Buy & Rotate mindset (Ravi Jain)
Venture Capital’s reckoning looms closer (FT)
2023 is going to be a challenging year for Startups (WSJ)
Observations to start 2023 (Big Picture)
5 Fintechs to watch out for in 2023 (Forbes)
Starting Over-What would I done differently (Buffett)