Some stuff I am reading today morning:
Azim Premji is the most generous Indian (BT)
FM diktat on Rupay cards (BS)
Cracker ban spells doom for Sivakasi (Mint)
Dealers in India Vs Harley Davidson (Reuters)
Larry Fink on ESG (Morningstar)
Smile because it happened (Anand Sridharan)
Is the Internet different? (Stratechery)
The Covid rotation (A VC)
The world of short selling has got sillier and sillier (Jim Chanos)
The Biden Trade may be misguided (ZH)
Some stuff I am reading today morning:
Covid Vaccine sees break through (CNBC)
Equity MFs see fourth straight month of outflows (BS)
Most fund houses convert multicap funds to flexicap (Morningstar)
Stock Talk: Pidilite Industries (Mint)
Why are India’s pilots angry and anxious (Rediff)
Chinese goods continue to sparkle this Diwali (MC)
Interview with Bill Miller (AM)
The Investor’s worst enemy (Katusa)
How Jack Ma stole Ali Pay from fellow Alibaba shareholders (Reddit)
The Car Owner’s Dilemma (Money Life)
Some stuff I am reading today morning:
SFIO probe demanded against Godfrey Philips (BS)
The Stock Market doesn’t care who wins (TRB)
The missing pieces in Jet Air’s revival plan (Rediff)
China seeks to control world shipping (IssuesInsights)
Leaders understand the role of Luck ( Jeff Immelt )
Financing the American home (Net Interest)
What if stocks don’t always go up? (Yahoo)
Do you have a one page plan? (Evidence Investor)
Financial History as a Teacher (Chris Mayer)
Risk Taking & Bet Sizing (AM)
Some stuff I am reading today morning:
WhatsApp gets UPI nod (FE)
NPCI caps UPI transactions at 30% for third party apps (BT)
SAT dismisses RIL appeal in stock manipulation case (BS)
Saudi Arabia’s PIF invest Rs.9,995 Cr in Reliance Retail (Rediff)
Please think of Franklin Templeton investors (MF Critic)
3 emotional arguments against index funds (Mint)
Startup: MoneyTap (Forbes)
Tonight, we leave the party like its 1999 (GMO)
Market Definitions & Tech Monopolies (Ben Evans)
Terry Smith: UK’s answer to Warren Buffett (Guardian)
Some stuff I am reading today morning:
Biden predicts victory (Reuters)
SBI’s asset quality numbers warrant closer look (MC)
On Jet Airways (Safal Niveshak)
Why Indigo may be heading towards its golden years (BT)
Adani Enterprises plans 50,000 Cr capex in next 5 years (BS)
Gold demand rebounds in India (FE)
The H1B visa may be finished (Forbes)
Bitcoin may become a pension portfolio fixture (CIO)
How to find great AI cos (Macro Ops)
How we saw the world in 2010 (Baillie Gifford)