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)
Some stuff I am reading today morning:
RBI steps in to support the economy (RBI)
Cabinet clears strategic divestment in IDBI Bank (Rediff)
S&P : Second Covid wave could derail India recovery (BS)
The Retail Investor is the biggest player in the market (Capital Mind)
Startup: Rapido (Forbes)
Interview with US real estate guru Jonathan Miller (Big Picture)
ex-Grabber on Grab ( Pratyush Rastogi)
Buffett & Munger are not curious any more (TRB)
The case for solar power (Claire Berlinski)
3 Ways Ethereum dwarfs Bitcoin (Mark Cuban)
Some stuff I am reading today morning:
Second wave of India’s Covid Crisis in 5 charts (CNBC)
Till Babus understand reality, growth won’t happen ( K Ilango)
Have you seen a ‘Teji’ ? (Aashish Somaiyaa)
AU Small Finance Bank slips on asset quality concerns (BS)
Stock Talk: AU Small Finance Bank (Forbes)
Berkshire Hathway 2021 Annual Meeting Transcript (Rev)
Crypto market cap doubles to $2.3 Trillion in 3 months (FE)
The demand side of a Crypto Network (A VC)
Understanding Optionality (ShawSpring Partners)
Understanding Edge (Moon Tower Meta)