Some stuff I am reading today morning:
Putin’s declaration of War (Guardian)
New age cos face torrid times on Dalal Street (Forbes)
India’s bleeding unicorns (CNBC)
SAT dismissed SEBI order against HDFC Bank (Rediff)
SEBI’s stunning about turn (Fortune)
No entrepreneur should believe PE funds (Padmaja Reddy)
Stock Talk: Technvision (Value2Wealth)
Defensive hedging as a strategy (Fiaz)
Investing Richard Lawrence-style (Asian Century)
How UP completed the Saryu Canal Project (Print)
Some stuff I am reading today morning:
Russia-Ukraine crisis intensifies (Guardian)
World’s largest NFT marketplace hacked (BS)
Tata’s OTT play (Forbes)
Munjal Vs Munjal (Fortune)
Sector: Paper (Dr Vijay Malik)
Charlie Munger: 2022 Daily Journal Meeting Transcript (Junto)
A good filter for finding winners (Chris Mayer)
A bear market for Stocks (Michael Batnick)
A return to fundamentals (A VC)
10 Lessons in 10 years of pursuing financial independence (Aussie Firebug)
Some stuff I am reading today morning:
2022 salary hikes to hit 6 year high (Fortune)
Govt moves ahead on National Hydrogen Mission (MC)
SEBI alleges NSE MD ran a money making scheme (BS)
Why Saudi Arabia is refusing to hike oil output (CNBC)
LIC’s IPO weighing on other insurers (BW)
Startup: 10Club (Forbes)
Charlie Munger on Crypto (FE)
Pershing Square Annual Investor Presentation (PSCM)
How do investors fail? (Nick Maggiulli)
Investors should ignore major macro events (BI)
Some stuff I am reading today morning:
FPI selling nears $6 Billion in 2022 (Rediff)
India’s IPO mania gets reality check (BS)
PLI Scheme for agrochemicals soon (Fortune)
How we bag multibaggers (Aequitas)
Thread: Jubilant Ingrevia (Average Trader)
Thread: RHI Magnesita (Niveshaay)
Tale of Two Microcaps (Bhavik Mehta)
Interview with James Anderson (Big Picture)
Value Stocks like higher inflation (Ben Carlson)
Facebook’s downturn was a long time coming (Marker)
Some stuff I am reading today morning:
What went wrong with ABG Shipyard? (MC)
Thread: Rajeev Jain bro (Intrinsic Compounding)
Stock Talk: SNL Bearings Ltd (Dolly)
Revisiting the FANGAM stocks (Aswath Damodaran)
Minsky Moments in Venture Capital (Abraham Thomas)
Crypto market back above $2 Trillion (Decrypt)
Tencent backed Sea’s $16 Billion Crash (BS)
Not a Rare to Spare (Doomberg)
The quest for intangible value (Neckar)
Q4 2021 Letter to Investors (Hayden Capital)