Some stuff I am reading today morning :
LIC IPO subscribed 2.9x ( FE )
Rupee closes at all time lows against $ ( BS )
Bloodbath in US equity markets ( Zero Hedge )
Will the CBI act in the NSE scam ? ( Debashis Basu )
Pathlabs : Life beyond Covid ( Fortune )
Gold’s strange behavior ( Wealth Management )
India can be the world leader in green hydrogen exports ( Oil Price )
New biz model for Twitter ( Not Boring )
A few beliefs ( Morgan Housel )
Third Point Capital Q1 FY22 letter (TPC )
Some stuff I am reading today morning:
Foreign Fund’s share in Equities at 19.5% (BS)
On Axis MF front-running (Free Fincal)
On the LIC Business ( Mouli Raj)
Company: RR Kabel (BI)
The Illusion of passive investing (PAL)
How to think & act for the long term (Michael Batnick)
Trend models are telling to go short (Mr Zepczynski)
On Inflation (Dr Aswath Damodaran)
Startups: The Burn Multiple (Craft Ventures)
Strategies for a Bear Market (Asian Century Stocks)
Some stuff I am reading today morning:
LIC IPO fully subscribed on Day 2 (BT)
Adani Power Q4 profit zooms multifold (Fortune)
On the Nasdaq Plunge ( Sid Choraria )
How Tata Consumer grew despite the pandemic (Forbes)
The resurrection of Jet Airways (MC)
Company: BL Agro (BI)
Bank of England hikes rates to 13 year high (CNBC)
Why you should get rich slowly (S Venkatesh)
The trouble with Capitalism (Jeremy Grantham)
Everything is a WeWork now (Wired)
Some stuff I am reading today morning:
Monetary policy statement May 2022 (RBI)
Recap of Fed hike of 50bps & the market rally (CNBC)
5 Reasons why RBI shocked the market (BT)
The beginning of the end of low interest home loans (BW)
Overwhelming response to LIC IPO (MC)
Stock Talk: TNPL (Phoenix Capital)
Is the cheap gas dream going bust? (BI)
Is innovation investable? (BPS & Pieces)
Tiger Global is down 44% in 2022 (Yahoo)
Thread : Seneca & Investing (Abhishek)
Some stuff I am reading today morning:
Bumper profits at Tata Steel ( BS )
Coal India sets new production records ( BT )
JSW Energy net profit up 8 fold ( FE )
The strange story of Ruchi Soya ( News Click )
Adani Wilmar buys Kohinoor, other brands ( Rediff )
Company : Minda Industries ( Forbes )
Interview with Paul Tudor Jones ( CNBC )
Cash is like Oxygen ( Buffett )
Too many bears ( Barry Ritholtz )
How to fail at investing ( Occam )