Some stuff I am reading today morning:
LIC IPO likely to open on 4 May (BT)
Elon Musk buys Twitter (BS)
Company: P&G India (Forbes)
SME: Marg Techno-Projects (Dhruva Pandey)
Somany Ceramics adds more gloss (BI)
Raghuram Rajan: The anti-Cassandra of our times (First Post)
Interview with Dylan Grice (Meb Faber)
Brokers vie for subscription services (Protocol)
I don’t know (Charlie Bilello)
Never saw it coming (Morgan Housel)
Some stuff I am reading today morning:
India’s oil import bill doubles (BW)
Reliance calls off Future deal (Fortune)
Future Group shareholders will get completely wiped out (BS)
Maruti looks to ride SUV wave (Rediff)
Stock Analysis: Polycab India (Dr Vijay Malik)
Stock Talk: Prince Pipes & Fittings (Rama Krishna Vadlamudi)
Lindy Effect & long term forecasting (Abhishek Basumallick)
John Neff on low P/E strategy (Novel Investor)
Wrong side of the trade (Barry Ritholtz)
Fk you money (Zero Hedge)
Some stuff I am reading today morning:
Reliance Industries stock at all time highs (FE)
Fed hints 50 bps rate hike in May (CNBC)
The battle for IPL media rights (BS)
Startup: Yogabar (Forbes)
Company: Lohia Aerospace Systems (BW)
Investing & Madras irreverance (Anand Sridharan)
Investors should move to a radical 25-25-25-25 porfolio (Jeff Gundlach)
Asset Allocation drives returns (Novel Investor)
Elon Musk secures funding for Twitter bid (MC)
Bill Ackman’s $400 Million loss in Netflix (Variety)
Some stuff I am reading today morning:
Bankers fear Alok Industries redux in Future Group resolution (FE)
Covid-19 cases spike across India (BS)
Backlash against Infosys’s non-compete policy (MC)
Company: Shree Cements (Forbes)
Big Basket aims 13,000 Cr GMV in FY23 (BT)
Thread: Pump & Dump (Zerodha)
Journey Vs Destination (Safal Niveshak)
On position sizing, trading & hedging (Farrer Wealth)
How to succeed (TRB)
Netflix plunges (CNBC)
Some stuff I am reading today morning:
Power crisis is looming (BS)
The good,bad & ugly of stock trading training courses (Forbes)
WazirX Founders shift to Dubai (BT)
Thread: Krsnaa Diagnostics (Anish Moonka)
Rakesh Jhunjhunwala continues buying of Jubilant Pharmova (FE)
Knightstone Capital’s Q4 CY2021 Update (Parag Jhawar)
The Invisible Hand’s Visible Swarm (Not Boring)
Celebrating Davi Swensen’s life & legacy (Yale)
Autocracy is a bad investment (Morningstar)
Asking & Daring (Seth Godin)