Some stuff I am reading today morning:
RK Damani increases stake in India Cements to 22.76% (MC)
Husband & Wife team worth 4400 Cr after MapMyIndia debut (BS)
The metamorphosis of Nifty (Hindu)
FDI inflows to grow further in 2022 (Rediff)
Startup: Licious ( Forbes)
On developing conviction (Abraham George)
The real reason to index (Morningstar)
Cryptos to watch out for in 2022 (Fortune)
The case for making Bitcoin 5% of allocators portfolios (Ned Davis)
The ‘To the moon’ Crash is coming (Vice)
Some stuff I am reading today morning:
WHO sounds warning over Omicron variant (BS)
Financial stocks may outperform broader markets (Aparna Iyer)
Thread: Adani Green (Vinit Bolinjkar)
Stock Talk: Ujjivan Financials (Candor)
FMCG: Battle of distributors (Fortune)
Why do owner operator outperform typical public cos? (AM)
How much does a VC need to make? (Factor Research)
The Pull Forward (A VC)
Interview: Michael Mauboussin (Big Picture)
Bill Foley: The most interesting Billionaire you never heard of (CA)
Some stuff I am reading today morning:
Jio introduces One Rupee prepaid plan (India Today)
Sameer Gehlaut to quit Indiabulls Housing Finance (BSE)
Lohum Cleantech & the art of recycling (Business India)
Sentient Labs announces hydrogen fuel cell bus (BL)
Thread: Think CNG (Katalyst Wealth)
Thread: Map My India ( Swapnil Kabra )
Does Crypto protect you from Inflation? (BFC)
More Americans invested in Ethereum than stocks in 2021 (A VC)
Investing lessons from Salman Khan (Gunavanth Vaid)
My biggest lessons from 2021 (Validea)
Some stuff I am reading today morning:
Cabinet approves 76,000 Cr PLI scheme for semiconductors (Fortune)
WhatsApp launches pilot for financial inclusion (Rediff)
More pain for Paytm shareholders ( BT )
SBI MF IPO on the cards (FE)
Notes from ITC’s first analyst meet (BS)
Indian space startups ready for take off (Forbes)
NFTs explained (Cnet)
The age of financial misinformation (Nick Maggiulli)
Supply is a bitch (Howard Lindzon)
Interview with Doug Colkitt (Join Colossus)
Some stuff I am reading today morning:
WPI-based inflation hits 12 year high of 14.2% (BS)
Adani bags world’s largest green purchase agreement (Fortune)
Tata Realty takes a fresh guard (BI)
Spread of Omicron puts spanner in back-to-office (Rediff)
Startup: Rail Yatri (Forbes)
Presentation: When Tech meets Finance (Kuntal Shah)
A statutory warning for investing (Anand Sridharan)
Purposeless Capital (Barry Ritholtz)
There’s not enough oil (Doomberg)
Speculation in 1980s Taiwan (Asian Century Stocks)