Some stuff I am reading today morning:
Fitch upgrades India’s GDP growth to 12.8% (BS)
Disruption in India Credit Card business (Madhusudanan)
MFs net sellers in Indian Equities (Rediff)
Thread on IEX (Vishnu Kapadia)
Burger King’s big bite (Fortune)
Going ‘super’ in emerging markets (Next Billion)
Cathie Wood & Content Strategy ( Ranjan Roy)
The Restricted Actions Section (Waiters Pad)
Is a Tweet the next Mona Lisa? (Bloomberg)
Resilience (A VC)
Some stuff I am reading today morning:
SC lifts NPA standstill (BS)
Govt cancels last bond auction (Rediff)
Tempted to invest in US stocks directly? (Babu)
Hero Electric’s EV plans (Fortune)
Nandan Nilekani on cryptos (Forbes)
Netflix: Focus & Execution (Blind Squirrel)
The story of Discord (Ankith Harathi)
Bitcoin as Battery (Nick Grossman)
The agony & ecstasy of stock picking ( Irrelevant Investor)
An obscure downside of frugality: hobbies (RetireBy40)
Some stuff I am reading today morning:
Adani Ports to buy additional 58.1% stake in Gangavaram Port (BL)
The Pharma stock which has zoomed by 10,000% (BS)
Startup: Lohum Cleantech (Forbes)
SME : Zota Healthcare (Dhruva Pandey)
Presentation: Sequent Scientific (Kumar Saurabh)
Can a hyper local strategy push Kalyan Jewellers ahead? (Fortune)
Close-ended equity funds disappoint investors (Rediff)
Real Estate: The home rush (BW)
It’s all about the Fundies (Albert Bridge Capital)
Interview with Bill Gurley (Barry Ritholtz)
Some stuff I am reading today morning:
First negative yield quote in India’s sovereign bond market (BS)
Video: Dipam Secy details Govt’s disinvestment plans (You Tube)
How Bajaj Auto plans to manage surplus funds (Rediff)
Uncertain future for Biyani’s retail deal (Fortune)
CAPE Fear (Humble $)
On Japanese Equities (GMO)
How to survive a Crypto Cycle? (Paradigm)
How Google plans to disrupt higher education ( Inc)
Party like its 1999 (Marc Rubinstein)
Obituary: GV Ramakrishna (Money Life)
Some stuff I am reading today morning:
Maharashtra sees highest ever Covid cases (BS)
Delhi HC halts Future-RIL deal (BT)
TPG to invest $ 200 Million in Airtel Africa Mobile Money biz (BW)
Can Ola Electric herald an EV revolution ? ( Forbes)
Stock Analysis: AIA Engineering (Dr. Vijay Malik)
MPS Ltd – PaaS and Grow (Bhavik Mehta)
Reverse wealth transfer on steroids (TRB)
The pandemic won’t end movie theaters (CNN)
An incredibly important turning point (Daily Reckoning)
How two immigrants from Tamil Nadu bought digital art for $69 Million (Metapurser)