Some stuff I am reading today morning:
Bitcoin at all time highs (MC)
Ola COO, CFO quit ahead of IPO (BT)
Moody’s upgrades outlook on Indian banking (BS)
SREI Vs Bankers (Rediff)
Stock Talk: Intellect Design Arena ( Ankush Agrawal)
3Q 2021 Market Letter (Bill Miller)
Escaping the Disclosure Dilemma (Aswath Damodaran)
The illusion of skill in investing (Daniel Kahneman)
Nature shows how this all works (Morgan Housel)
Sunny Leone: Serial Entrepreneur ( Forbes)
Some stuff I am reading today morning:
What’s driving investors to PSU stocks (Fortune)
Dish TV Vs Yes Bank (Rediff)
Lenders expect Voda Idea to recover (BS)
Bitcoin ETF to begin trading today on NYSE ( Blockworks)
Interview with Jim Chanos (Inet Economics)
Why I remain invested in Tesla (Cathie Wood)
The Death & Birth of Technological revolutions (Stratechery)
The Volatility Squeeze (Last Bear Standing)
Playing Solo Games (Not Boring)
Working multiple jobs (A VC)
Some stuff I am reading today morning :
Mumbai records Zero Covid deaths ( BS )
HDFC Bank posts stellar results ( MC )
Adani Wilmar, Star Health get SEBI approval for IPOs ( HT )
Top 10 cos by market cap ( MC )
My great grandfather was a shareholder in Air India ( Jerry Rao )
India’s turning point ( McKinsey )
The unbearable lightness of streaming ( Super Joost )
10 Truths about the Stock Market ( Sam Ro )
Speculation is Entertainment ( Howard Lindzon )
End to China’s real estate boom ( Guardian )
Some stuff I am reading today morning:
PM launches Gati Shakti (Narendra Modi)
Fed to begin tapering process by mid-Nov (CNBC)
Dish TV rejects Yes Bank’s demand for EGM (BS)
Stock Talk: Adani Ports (FE)
Interview of Nikhil Vora (MC)
Takeaways from Terry Smith’s Speech (CWS)
The great Indian pivot (Stallion)
New Bank Locker rules 2022 (Good Moneying)
Raising VC money when you are not a white male (Yehong Zhu)
Why budgets make people angry (Ben Carlson)
Some stuff I am reading today morning:
TPG invests in Tata Motors EV PVe business at $9.1 Billion Val (BSE)
Mobikwik enters Unicorn Club (BT)
RBI gives Small Finance Bank license to BharatPe (MC)
RBI bans Haribhakti & Co for 2 years ( Rediff )
MarketCap without HumanCap? (2Point2Capital)
How to deal with abrupt ownership change? (Anand Sridharan)
PayTM’s coming of age IPO (Aswath Damodaran)
I collect cashflows (TRB)
The imminent collapse of digital advertising (Scott Galloway)
China changing its stance on climate goals (Javier Blas)