Some stuff I am reading today morning:
Oyo to target $9 Billion IPO valuation (BS)
Axis Bank closing in on Citi’s India Consumer business (BT)
Why ONDC will usher in a revolution in eCommerce (Nandan Nilekani)
Nandan Nilekani on Crypto (MC)
Stock Talk: Saregama India (PA Wealth)
IPO Watch: Radiant Cash Management (BI)
Startup: GlobalBees (Forbes)
Amar Chitra Katha enters the MetaVerse (Fortune)
How to calculate a moat (Bruce Greenwald)
Open Sea, Web3 & Aggregation Theory (Stratechery)
Some stuff I am reading today morning:
Paytm Canada to shut down (Fortune)
Vodafone Idea: Running to stand still (Forbes)
Stock Analysis: Deepak Nitrite (Dr Vijay Malik)
Don’t let FOMO affect you (Neeraj Marathe)
Macro Overview 2022 (Platinum)
Road to retirement (Humble $)
The Fintech Crash (Howard Lindzon)
Return Free Risk (Hussman Funds)
What a world (Morgan Housel)
Selling Out (Howard Marks)
Some stuff I am reading today morning:
Reliance to infuse 5.95L Crore in Gujarat for green energy (Fortune)
Posco & Adani sign MoU for Steel Mill (BSE)
LIC IPO expected in mid-March (MC)
Stock Talk: DCM Shriram (BI)
Hotels face biz loss due to Omnicorn (Rediff)
A case for inheritance tax (Nikhil Kamath)
Fundsmith Annual Report 2021 ( Fundsmith )
On covered calls ( Humble $)
Inflation-Should we be worried? (Money Mustache)
Interview with Balaji Srinivasan ( Sotonye)
Some stuff I am reading today morning:
TCS approves buyback of 18,000 Cr (BT)
Infosys beats estimates, raises guidance (FE)
VSS : Paytm does more loans than Bajaj Finance (ET Now)
New SEBI options rules misfire, traders lose lakhs (Fortune)
Crypto prices moving in sync with stocks (BS)
Why do HNI investors get high funding for IPOs? (Deepak Shenoy)
Who is Web 3 really good for? (Read Margins)
Lessons markets taught in 2021 (Larry Swedroe)
On Japanese Equities (Advisor Perspectives)
My experience at Amazon ( Benadam)
Some stuff I am reading today morning:
ITR filing deadline extended to March 15 (MC)
Govt to become shareholder in Vodafone Idea, Tata Teleservices ( BL)
Tata Group to become IPL title sponsor (BS)
Stock Talk: Tata Motors (Forbes)
Real Estate: On a stronger pedestal (BI)
Where did VC money go in 2021 ? (II)
Ride-hailing: Is it sustainable? (Philo)
3 Biggest risks to the markets right now (Common Sense)
Was Ben Graham a Quant? (Albert Bridge)
Obituary: Louis Simpson (Chicago Tribune)