Some stuff I am reading today morning:
Losses widen at Zomato (BS)
How Paytm ended up with a deserted Mall (Forbes)
Forced Service Charges of restaurants (Fortune)
How Organic India set a new trend (BI)
On development of passive funds (SEBI)
The Transcript : Jan-March 2022 ( DSP )
Overpriced companies in the private markets (Howard Lindzon)
Bitcoin could fall to $8,000 (CNBC)
Thoroughly conscious ignorance (Anand Sridharan)
Q1 2022 Investor Letter (Hayden Capital)
Some stuff I am reading today morning:
Thread: GOI introduces anti-inflation measures (Nirmala Sitharaman)
Adani’s biggest bet (BI)
Thread: Visaka Insider Selling (Sanjay Kumar Elangovan)
What is ailing textile hub Tiruppur (BT)
Axis MF sacks second fund manager (Rediff)
Crypto Crash: A Wake-Up Call (Forbes)
How this ends (A VC)
Trying too hard (Morgan Housel)
The Year of Breakdown (Daily Reckoning)
Inflation: Disparate Effects on Company Values (Aswath Damodaran)
Some stuff I am reading today morning:
SC: GST Council recommendations are not binding (FE)
Indonesia reverses ban on palm oil exports (Fortune)
The $ problem for Emerging Markets (US News)
Company: SIS (Forbes)
Rajratan’s global ambitions (BI)
Cars24 fires 600 employees (BS)
Interview with Siddhartha Bhaiya (Morningstar)
What we learnt from Q1 2022 earnings calls (The Transcript)
Capitulation Playbook (Barry Ritholtz)
Nothin’ but the Rent (Trevor Jackson)
Some stuff I am reading today morning:
Sell off intensifies on Wall Street ( CNBC )
Ruchi Soya to become Patanjali Foods (BS)
Bidders walk out of BPCL privatisation (Rediff)
Germany’s Wholesale Price Inflation hits 23.8% (BI)
Ajay Piramal’s next battle (BT)
State run cos to decide on disinvestment (Fortune)
Gross margin problem for tech startups ( David Sacks)
Tiger Global is scaling back (Tech Crunch)
The Contrarian Curse (Daily Reckoning)
The complex economics of growing old (Minnepolis Fed)
Some stuff I am reading today morning :
IOC posts highest revenue of any Indian co ( Rediff )
LIC makes a poor debut on the markets ( Fortune )
WPI inflation hits 30 year high ( FE )
RBI rejects banking application of Navi ( MC )
Jack Ma exits Paytm Mall (Mint )
Pakistan is facing bankruptcy ( Asia Times )
The 2022 SaaS Crash ( Meritech )
Are 10 minute deliveries failing? ( MC )
Nowhere to hide ( Daily Reckoning )
Exploiting volatility to outmaneuver the market ( Miller Value )