Some stuff I am reading today morning:
$25-$50 Billion to flow into India in next 1 month (CNBC)
Reliance to acquire METRO Cash & Carry (BW)
Jio to acquire RCom’s tower, fibre assets (BT)
Tirupati Temple richer than Wipro, ONGC (BS)
IT Department conducts survey at Jyothy Labs (MC)
Sector Watch: Dairy (Fortune)
Stock Talk: Adani Ports (FE)
NFTs: Creator Royalties (A VC)
Is your portfolio ready for nuclear war? (Daily Reckoning)
Letter to Investors (Elliott)
Some stuff I am reading today morning:
All eyes on FED meet (CNBC)
Nervous November as 87,000 Cr shares near lock-in expiry (MC)
Income Tax Department proposes common ITR (BT)
Rupee Depreciation may hit margins (Forbes)
GST Collection over 1.51 Lakh Crore in Oct 2022 (BS)
Maharashtra Govt to issue white paper on Mega Projects (Rediff)
Unprofitable cos put off IPO plans (FE)
The power of not having a view (Joe Wiggins)
Why stocks rally when everything else is getting worse (Sam Ro)
Venture Capital is ripe for disruption (Napkin Math)
Some stuff I am reading today morning:
RBI to launch digital Rupee today (Rediff)
Nifty back to 18,000 (BS)
Mcloed Russl’s cup of woes (BI)
Cashflow Committed Vs Networth Committed (Jago Investor)
Thread: Investing Lessons from Tom Engle (Brian Feroldi)
Art as an Investment (Forbes)
The 2% rule for preserving Wealth (Family Wealth Report)
A Chat with top Macro Hedge Funds (Macro Compass)
The agony & ecstasy of Stock Picking (Common Sense)
Handle Hard Well (Ted Lamade)
Some stuff I am reading today morning:
4 IPOs aim to raise over 4,500 Cr this week (MC)
India’s forex reserves plunge to 2 year lows (Fortune)
FPI’s selloff continues at slower pace (BS)
Indian investors hit hard by US tech rout (FE)
Global wealth destruction (Katusa)
Nothing is as dependable as cycles (Ben Carlson)
The merits of diversification (Sam Ro)
Humble Money Vs Arrogant Money (Aswath Damodaran)
Interview with Polen Capital (Value Investor Insight)
On China’s 20th Party Congress (The Market)
Some stuff I am reading today morning:
Tatas to set up India’s first private sector Aircraft manufacturing unit (BW)
RBI schedules additional MPC meeting on Nov 3 (Fortune)
On Kerala HC ruling on Dhanlaxmi Bank (MC)
India’s Russian Oil binge (BS)
P C Jeweller defaults on 3,466 Cr (FE)
Letter to Mark Zuckerberg (Sid Choraria)
Thread: Why most investors don’t succeed (Lyall Taylor)
A Primer on Free Cash Flow (Aswath Damodaran)
The China Dream: To be someplace else (The Market)
Cumulative Vs Cyclical knowledge (Morgan Housel)