Some stuff I am reading today morning :
IOC posts highest revenue of any Indian co ( Rediff )
LIC makes a poor debut on the markets ( Fortune )
WPI inflation hits 30 year high ( FE )
RBI rejects banking application of Navi ( MC )
Jack Ma exits Paytm Mall (Mint )
Pakistan is facing bankruptcy ( Asia Times )
The 2022 SaaS Crash ( Meritech )
Are 10 minute deliveries failing? ( MC )
Nowhere to hide ( Daily Reckoning )
Exploiting volatility to outmaneuver the market ( Miller Value )
Some stuff I am reading today morning:
LIC may list at a discount ( BS )
India’s best financiers ( Fortune )
How Freshworks is fighting the brutal tech meltdown ( Forbes )
Stock Talk : SBI ( FE )
Thread : Adani Cement ( R L Narayanan )
India’s export ban leads to all time high wheat prices ( BT )
Buzzing Manesar goes silent due to power cuts ( Rediff )
Why a US recession is likely in 2023 ( Jeff Gundlach )
Secular Vs Cyclical markets ( Barry Ritholtz )
The rise after the fall ( Ted Lamade )
Some stuff I am reading today morning :
Adani to buy Ambuja, ACC ( Fortune )
LIC debut will impact retail sentiment (HT)
Foreign Investors have pulled out 25,200 Cr in May so far ( BW )
Reliance to acquire dozens of brands ( BT )
Negligence by NSE’s Board of Directors ( Hemindra Hazari )
Startup : Uniphore ( Forbes )
My bear market survival guide ( Ben Carlson )
The case for physical gold ( DR )
Buffett’s big bet on Energy ( InvestmentU )
Tiger Global & late stage private markets ( Ranjan Roy )
Some stuff I am reading today morning :
Retail inflation hits 7.79% in April ( BS )
Campbell Wilson is Air India’s new boss ( Rediff )
Interview with Fed Chairman Powell ( Market Place )
Startup : Browserstack ( Forbes )
A guide to the Crypto Currency crash ( Slate )
Cable’s last laugh ( Stratechery )
Invention Over-rated. Implementation Under-rated ( Atlantic )
Negotiating Munger Style ( AM )
Behavioral Challenges of Market Cycles ( Barry Ritholtz )
Russia could cut gas supplies to Finland ( Oil Price )
Some stuff I am reading today morning :
The NOPEC bill can send oil prices to $300 ( Oil Price )
Govt may ban wheat exports ( MC )
Heat wave hurting farmers as yields drop ( Rediff )
Ultratech joins race for Holcim ( BS )
RBI to consider more rate hikes in June ( BW )
Govt steps in for cancellation charges of Ola & Uber ( Fortune )
750 White Hat Jr employees quit ( FE )
15 of the craziest charts right now ( Ben Carlson )
The challenge of adapting to changing markets ( Trader Feed )
Thread : How to make $800 million in Crypto ( OnChain Wizard )