Some stuff I am reading today morning:
Crude at $111 (Siasat)
Investors can trade in US stocks on NSE IFSC (BS)
Delhi High Court dismisses bail plea of Gautam Thapar (Rediff)
BharatPe sacks Ashneer Grover (Fortune)
Madhabi Puri Buch takes over as SEBI Chief (FE)
On the tenure of SEBI Chief Ajay Tyagi (MC)
Shorting Counts (Cliff Asness)
The year ahead in Crypto (Pantera Capital)
Interview with Sebastian Mallaby (Big Picture)
On the Energy Crisis (Goehring & Rozencwajg)
Some stuff I am reading today morning:
Stocks set for painful week (FE)
Why is the SWIFT ban on Russia so serious? (MC)
Is the inflation threat being underplayed? (BI)
What went wrong at edtech startup Lido Learning? (Forbes)
On the Zee-Sony merger (BW)
A history of invastions, wars & markets (IA)
How geopolitics impacts markets (Big Picture)
Thread: Managing a Concentrated Portfolio (Shorsighted Capital)
Berkshire Hathaway 2021 Annual Letter (BA)
Deep Dive: Universal Music Group (Elevation Capital)
Some stuff I am reading today morning:
Market mayhem wipes off 13.44 Lakh Crore of investor wealth (Rediff)
SEBI extends deadline for client collateral (BS)
Gas supply around the world can get disrupted (CNBC)
Moody’s upgrades 2022 India GDP forecast to 9.5% (Fortune)
Sector: Cement (Dr Vijay Malik)
Shopify’s evolution (Stratechery)
Buy when there is blood on the streets (Abraham George)
Focus on what you can control (TRB)
3 Ways to win during a market correction (Ben Carlson)
Its ugly out there (Irrelevant Investor)
Some stuff I am reading today morning:
Thread: Ukraine at the edge of war (Max Seddon)
Mukesh Ambani: India’s green energy exports to touch $500 Billion (BS)
LIC IPO takes equity cult deeper in India (FE)
LIC- The Kamadhenu (Bala)
Stock Talk: Policybazaar (Forbes)
The case for Bitcoin as ‘digital gold’ is falling apart (CNBC)
Thread: On Tech growth post Covid (Jamin Ball)
The downside & upside to speculative investing (Morningstar)
The importance of Price Discipline (Christopher Davis)
Now you get it (Morgan Housel)
Some stuff I am reading today morning:
Oil Prices surge (CNBC)
Petrol, Diesel hike coming after elections (BS)
Households must prepare for hefty hikes in LPG prices (Rediff)
Sector Watch: Power (Morningstar)
Thread: Why investors pass on startups (Vaibhav Domkundwar)
Shrinkflation (NPR)
The worst thing you could do right now (TRB)
What Canada means for Crypto (Doomberg)
Meta Facebook Crash (Big Picture)
Personal Finance: Spendypants Adult Children (MM)