Some stuff I am reading today morning:
Adani Wilmar is the largest FMCG co in India (BT)
How to bid for the LIC IPO (MC)
Record loan sales at HDFC (Rediff)
Thread: Mayur Uniquoters (Value Educator)
Investors also to blame for CG issues at startups (Anand Lunia)
Startup: ElasticRun (Forbes)
Content isn’t King (Ben Evans)
Let them eat cake (Convexity Maven)
What we’re seeing is the bursting of the bubble (Rob Arnott)
Commodity Chokepoints (Credit Suisse)
Some stuff I am reading today morning:
GST hits record highs of 1.68 Lakh Crores in April 2022 (BS)
ED seizes 5,551 Cr in bank accounts of Xiaomi India (Fortune)
Interview with Prashant Jain (FE)
Annual Letter to Stakeholders 2021-22 (Vallum Capital)
Interview with Alfonso Peccatiello (The Market)
The Rich & the Wealthy (Morgan Housel)
Takeaways from Berkshire’s 2022 Annual Meeting (CNBC)
3 Questions Buffett won’t answer (BVI)
Less complicated than you think (TRB)
CNN+ : An Autopsy (Kevin LaBuz)
Some stuff I am reading today morning :
Mukesh Ambani readies for IPOs of Reliance Retail, Reliance Jio ( BL )
Radhakishan Damani bets big on India Cements ( MC )
6.48 Cr policy holders keen for LIC IPO ( Rediff )
JSW readies $11 Billion war chest for Holcim ( FE )
India to launch open e-commerce network ( BS )
Govt asks EV makers to suspend 2 wheeler launches ( MC )
Incoherence in the Crypto world ( TRB )
Imagine you are a Venture Capitalist ( Tom Tunguz )
The age of cheap living is over ( Climateer )
Elon’s giant package ( Ranjan Roy )
Some stuff I am reading today morning:
Bodhi Tree to invest 13,500 Cr in Viacom18 ( BS )
Air India to acquire Air Asia India ( FE )
LIC IPO : Scam of gigantic proportions ( News Click )
The untold story of Manyavar (Forbes)
Whatsapp rolls out cashback offers on payments (BW)
Sector Watch : Microfinance ( Green Edge Wealth )
Past performance is no guarantee of future results ( Sam Ro )
Inflation Hedges : What does & doesnt work ( Monevator )
The family office of Elon Musk ( Yahoo )
Pressure on US Universities to divest from China ( Fox News )
Some stuff I am reading today morning:
LIC IPO price band between 902-949 (BW)
Nasdaq hits fresh lows for 2022 (CNBC)
Russia to stop gas supplies to Poland & Bulgaria (BBC)
Tesla cannot import ‘Made in China’ cars into India (Rediff)
Company: Credit Access Grameen (Forbes)
GMM Pfaudler scales new heights (BI)
7 Questions on PPF answered (Morningstar)
A stock is not an Index (Nick Maggiulli)
New Lows (Irrelevant Investor)
Why Elon is buying Twitter (Om)