Some stuff I am reading today morning:
Fed points to rate hikes in March (CNBC)
Oil touches $90 a barrel (BT)
Uday Shankar, James Murdoch to pick up 39% in Network 18 (BS)
TCS,Infosys amongst top 3 IT services brands globally (MC)
PSUs: The underdogs (BI)
Observations from the recent market decline (Validea)
Don’t shine the turd (Craig Shapiro)
Market Rorshach Test (Barry Ritholtz)
Big Skills (Morgan Housel)
A timeline of China’s eCommerce Sector (Investor Insights)
Wish readers a very happy Republic Day.
Some stuff I am reading today morning:
Adani Wilmar IPO opens tomorrow (MC)
Axis Bank’s rerating imminent (BS)
EV Disruption: TVS Vs Hero (Fortune)
Rating the PSUs (BI)
Stock Talk: Deepak Fertilizers (Value Pickr)
Thread: Gujarat Ambuja Exports (Asan)
Startup: DarwinBox (Forbes)
Its never a market crash problem (Safal Niveshak)
Markets move more fast these days (Irrelevant Investor)
Netflix’s Man Overboard moment (Intrinsic Investing)
Some stuff I am reading today morning:
BSE IPO index plunges 8% (BS)
Zomato CEO: I have been waiting for a bear market (MC)
Insider trading in the shares of Lux Industries (BSE)
Air India to be handed over to Tata Group on Jan 27 (BT)
Record 32,000 Cr seized in tax raids (Rediff)
Inside TCS’s cloud strategy (Forbes)
Ukraine crisis intensifies (CNBC)
Is this the end of the Go-Go years? (Common Sense)
Crypto Currency meltdown continues ( Andy Hecht)
Casualties of your own success (Morgan Housel)
Some stuff I am reading today morning:
Let the wild rumpus begin (GMO)
Reliance Industries’ profits soars (Fortune)
Bumper profits at ICICI Bank (BS)
Scary side of ‘Super Quality Stocks’ (Monarch)
Stock Talk: Kolte Patil Developers (Phoenix Capital)
Horrific week for Crypto (Decrypt)
An y(ear) of wisdom (Safir Anand)
So goes January, so goes the year (DR)
On the concept of intrinsic value (LT3000)
What’s your status narrative? (Seth Godin)
Some stuff I am reading today morning:
Adani Wilmar IPO to open on Jan 27 ( BT )
Uday Kotak’s warning to startups (BQ)
HUL Chief warns rural India is in slowdown mode (MC)
Thread: Hero’s investment in Gogoro ( Ganesh Nagarsekar)
Stock Talk: PSP Projects (Phoenix Capital)
Luck Vs Skill (2Point2Capital)
In an inflationary environment, Value stocks offer refuge (II)
Why increasing bet size is an investing superpower ( Jay Vasantharajah)
Fake it till you make it (Barry Ritholtz)
The Jeff Bezos hockey stick rule (Michael Simmons)