Some stuff I am reading today morning:
Reliance Industries stock at all time highs (FE)
Fed hints 50 bps rate hike in May (CNBC)
The battle for IPL media rights (BS)
Startup: Yogabar (Forbes)
Company: Lohia Aerospace Systems (BW)
Investing & Madras irreverance (Anand Sridharan)
Investors should move to a radical 25-25-25-25 porfolio (Jeff Gundlach)
Asset Allocation drives returns (Novel Investor)
Elon Musk secures funding for Twitter bid (MC)
Bill Ackman’s $400 Million loss in Netflix (Variety)
Some stuff I am reading today morning:
Bankers fear Alok Industries redux in Future Group resolution (FE)
Covid-19 cases spike across India (BS)
Backlash against Infosys’s non-compete policy (MC)
Company: Shree Cements (Forbes)
Big Basket aims 13,000 Cr GMV in FY23 (BT)
Thread: Pump & Dump (Zerodha)
Journey Vs Destination (Safal Niveshak)
On position sizing, trading & hedging (Farrer Wealth)
How to succeed (TRB)
Netflix plunges (CNBC)
Some stuff I am reading today morning:
Power crisis is looming (BS)
The good,bad & ugly of stock trading training courses (Forbes)
WazirX Founders shift to Dubai (BT)
Thread: Krsnaa Diagnostics (Anish Moonka)
Rakesh Jhunjhunwala continues buying of Jubilant Pharmova (FE)
Knightstone Capital’s Q4 CY2021 Update (Parag Jhawar)
The Invisible Hand’s Visible Swarm (Not Boring)
Celebrating Davi Swensen’s life & legacy (Yale)
Autocracy is a bad investment (Morningstar)
Asking & Daring (Seth Godin)
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)