Some stuff I am reading today morning:
WPI inflation hits 14.55% (Rediff)
L&T Infotech and Mindtree to merge (BS)
ED attaches Amway assets (Fortune)
India’s sugar exports exceeds 10 mn tons (BT)
More than 200 stocks hit 52 week highs (MC)
Holcim may exit India (CNBC)
On International Diversification (Rajeev Thakkar)
Startup: Purplle (Forbes)
Crypto: Solana (Fortune)
The problem with ‘Old Time Value’ Investors (Aswath Damodaran)
Some stuff I am reading today morning:
GST Council likely to end 5% rate next month (BT)
FPIs turn net sellers again (FE)
Business Analysis of Diagnostics Labs (Dr Vijay Malik)
Stock Talk: Vaibhav Global (Chirag Jain)
Learnings from Kenneth Andrade (Jatin Khemani)
Bond investing in inflationary times (Alpha Architect)
Etsy and the same of Internet fights (Forbes)
So who else can buy Twitter? (Om)
Sizing Europe’s Natural gas crisis (Doomberg)
12 Lessons from ‘Just Keep Buying’ (Mr Stingy)
Some stuff I am reading today morning:
India retail inflation at 6.95% (FE)
US inflation rises to 40 year high (BS)
India likely to face power cuts (BT)
Indian clothing brands rush towards Russia (CNBC)
Indian refiners are not getting a good deal on Russian oil (Bloomberg)
Gautam Adani becomes 6th richest man in the world (TOI)
Microfinance 3.0 (2Point2Capital)
Staying Put (Morgan Housel)
Stock market history as a Rorschach Test (Common Sense)
Certainty in stock market is very expensive (RCM)
Some stuff I am reading today morning:
Inside Reliance’s energy transition story (BS)
Tata Motors plans to ramp up EV production (Rediff)
Godrej Group launches NBFC (FE)
Coinbase firm on India plans (Fortune)
What if Putin cuts off gas to Germany? (Spiegel)
Tax reforms required for Mutual Fund Investors (Subramoney)
Interview with Gavin Baker (The Market)
A few things we learnt in Q1 2022 ( Octahedron Capital )
The legend of Li Lu (Kalani Scarrott)
Don’t look for confirmatory evidence (Warren Buffett)
Some stuff I am reading today morning:
Centre’s gross tax revenue up 34% (Fortune)
RBI holds fire for now (Forbes)
Equity funds get record 1.64 Trillion inflows in FY22 (BS)
FPIs turn net buyers in April (BT)
India to boost wheat exports (FE)
Changes in ITR forms for AY 2022-23 (BMA)
How to get lucky (Sahil Bloom)
Market Situation is the boss (Mr Zepczynski)
The importance of slugging percentage in investing (Novel Investor)
Food riots in Shanghai (Climateer)