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)
Some stuff I am reading today morning:
Why Nifty fell by 500 points (FE)
Newly listed stocks hit record lows (BS)
Oil can cross $100 (CNBC)
Jio Platforms to invest $200 Million in Glance (MC)
LIC: All is not well (Forbes)
RBI Dy Governor: Ban Crypto (BT)
Why SEBI barred Anil Ambani from the markets (Fortune)
Positioning for rising rates (Marc Rubinstein)
Speculative frenzy in virtual real estate (Scott Galloway)
What Russian media is saying (Climateer)
Some stuff I am reading today morning:
Shocking developments at National Stock Exchange (BL)
Pentagon orders US troops out of Ukraine (CNBC)
IPO Watch: LIC (MC)
Tenets of Commodity Investing (Jatin Khemani)
Thread: Revenue Recognition in Real Estate Stocks (Katalyst Wealth)
Attention Allocation matters more than Asset Allocation (Nick Maggiulli)
Addition by Subtraction (Novel Investor)
The Internet turned money into a hobby (Vox)
Russia & China are attacking the US $ ( Craig Shapiro)
Obituary: Rahul Bajaj (BS)
Some stuff I am reading today morning:
RBI keeps rates on hold (Forbes)
US Inflation surges to 7.5% (CNBC)
Adani Wilmar up in 68% in 3 days (BS)
‘Thums Up’ becomes a Billion $ Brand ( BT )
Govt eases rules for foreign travellers (BS)
Hundreds of BharatPe Resumes hit the market (MC)
Thread: Neuland Labs (Midhun)
Interview with Aditya Khemka (CNBC)
RBI Governor: Cryptos are not even worth a tulip (Rediff)
Deep Dive: Xiaomi ( Value Punks)