Some stuff I am reading today morning:
Mutual Fund Industry cross 5 Crore SIPs (MC)
LIC likely to file DRHP for IPO today (BT)
Govt open to changes in Capital Tax regime (BS)
Gail pre-pones US gas supplies (Rediff)
Thread: Stovekraft (Mayank Makkar)
More than just an Angel (Fortune)
Last Sane Man on Wall Street ( NY Mag)
A brewing economic crisis (Daily Reckoning)
The ultimate superpower in investing (Charlie Bilello)
Digital advertising in 2022 (Stratechery)
Some stuff I am reading today morning:
Gautam Adani is now Asia’s richest person (BS)
How Micro Labs stuck gold with Dolo 650 (Forbes)
Interview with Dabur CEO Mohit Malhotra (FE)
Is this Bharat’s Suzuki moment ? (Bhavik Mehta )
Startup: Mensa Brands (Fortune)
MFs realign overseas offers after SEBI diktat (Rediff)
The Crypto backlash is booming (Atlantic)
Thread: 25 Investing “Truths” that ain’t so (Max Koh)
Buffett’s $152B Apple bet, explained (Trung Phan)
Thread: The best businesses in the world (Lion Investing )
Some stuff I am reading today morning:
HDFC Group shares falter (BS)
No taper tantrum in India (FE)
Bidder of BSNL land assets fails to get buyers ( Rediff )
Hyundai suffers backlash in India ( Reuters )
How Air India got its name 75 years back (MC)
The Stockdale Syndrome in Investing (8020 Investor)
Diversification never gets blown out (Common Sense)
Is the beginning of Facebook’s downfall? (LA Times)
Non-Fungible People (A VC)
Metaverse real estate sales top $500 Million (CNBC)
Some stuff I am reading today morning:
FPI selling continues in Feb (FE)
DCGI gives nod to Sputnik Light in India (MC)
Adani to set up data centre in Mumbai (BS)
Bharat Pe: Another Founder Vs Investor battle (Rediff)
$90 oil is only the beginning (Oil Price)
The Psychology of saving money ( Chris Mamula)
Baupost 2021 Year End Letter (Seth Klarman)
OAM Asian Recovery Fund Letter to Investors (OAM)
David Tepper: The King of bouncing back (Neckar Cap)
Global Opportunities: Japanese Equities ( Calamos)
Some stuff I am reading today morning:
Godrej Properties to invest 400 Cr in DB Realty (BT)
Adar Poonawalla’s diversification plans (Forbes)
Next Gen takes over in Emami (BS)
LIC ties up with Policy Bazaar (MC)
Stock Talk: Jubilant Foodworks (FE)
Sector Watch: Paints (Fortune)
Deep Dive: Spotify ( Patient Capital)
Markets are a beauty contest (Irrelevant Investor)
Fashion is just TikTok now (Verge)
You can’t buy past returns (MFO)