Some stuff I am reading today morning:
Godrej Consumer soars 15% on Sitapati’s appointment (BS)
MSCI Index rejig may fetch $350 Million into India shares (Mint)
Traders turn bearish as US markets tumble ( Reuters )
Stock Talk: JSW Energy (Forbes)
Buy Now. Pay Later. is expanding (VOX)
4 Investing Lessons from David Swensen (Nick Maggiulli)
How Apple robbed FaceBook (Mobile Dev Memo)
Gold is right (Daily Reckoning)
Tesla to stop accepting Bitcoin ( CNBC )
Selling hours (Seth Godin)
Some stuff I am reading today morning:
533 districts reporting over 10% positivity ( IE )
Cairn to take action against India to access $1.725 Billion award (BS)
Groww to buy Indiabulls Mutual Fund business (BT)
Sudhir Sitapathy to head Godrej Consumer ( BSE)
Interview with Stanley Druckenmiller (CNBC)
Market Values, Cycles and Bubbles (Barry Ritholtz)
The great online game (Not Boring)
On Focal Point Commodities ( Jonatan Pallesen)
Why stocks soared while America struggled (Vox)
In-person Vs On-screen (A VC)
Some stuff I am reading today morning:
Insights from listed vaccine makers ( Anand Sridharan)
Blackstone acquires Embassy Industrial Parks for 5,250 Cr (MC)
PNB opens QIP issue (BT)
Indigo to raise 3,000 Cr via QIP ( BW)
Ranjan Pai : Building a Healthcare Empire (Fortune)
Inside Paytm 3.0 ( Forbes)
Concentrating on active share ( Occam Investing)
Why the blockchain matters (Seth Godin)
The limits of investing sanity (Morgan Housel)
SNL is the new Shoeshine Boy (TRB)
Some stuff I am reading today morning:
FPIs continue to sell in May (BT)
Reliance Retail is the second fastest growing retailer in the world ( FE)
The Ellas of Bharat Biotech (Fortune)
Value Investing: A new look ( Howard Marks)
Evaluating SaaS companies (Arpit Lahoty)
The Cocktail Party (Pratyush Rastogi)
The Lithium Gold Rush (NY Times)
Other People’s Money (Marc Rubinstein)
The Martian (Prof Galloway)
10 Things you shouldn’t care about as an investor (Ben Carlson)
Some stuff I am reading today morning:
Record new Covid cases in India (Reuters)
Why is India’s stock market not falling more? (Andy Mukherjee)
Baltic Dry Index hits 10 year high (Rediff)
Exit AAI. Enter Adani (Fortune)
CCI orders probe against Tata Motors (MC)
SEBI passes order on Biocon scrip manipulation case (Money Life)
How Value Investors can gain an edge ( Howard Marks)
Wealth Inequality in Crypto Currecies (Jeremy Neiman)
Graham & Doddsville 2021 Spring Issue ( Columbia University)
An innocent man has been murdered (Daily Reckoning)