Some stuff I am reading today morning:
Income Tax Filing dates for FY21 extended (FE)
Govt cuts subsidy on sugar exports (BS)
Gautam Adani is now Asia’s second richest person (Mint)
Thread on Solara Active Pharma (Vishnu Kapadia)
Is the party over for smallcaps? (Morningstar)
Startup: Jimmy’s Cocktails (BT)
Why Investing feels like Astrology (Moon Tower)
Decentralized Media (A VC)
The Optimal amount of hassle ( Morgan Housel)
Robinhood’s Big Gamble (New Yorker)
Some stuff I am reading today morning:
Crypto Collapses ( CNBC )
China bans financial & payment institutions from Crypto (CGTN)
China seeks to stabilize commodity prices ( CGTN)
Govt hikes DAP fertiliser subsidy by 140% (BT)
Relief for Indian IT sector as US removes H1 visa curbs (BS)
My experience in the unlisted market (Leading Nowhere)
Secular Growth Stocks are becoming increasingly attractive ( Gavin Baker)
Michael Burry’s Latest Bets ( Macro Ops)
Distribution & Demand ( Stratechery)
Value’s Turn: Eerie parallels to 1999 (GMO)
Some stuff I am reading today morning:
Are benchmark indices headed towards all time highs? (FE)
Anger grows as Covid-19 engulfs rural India ( BS)
On Insurer death-claims during Covid first wave (Anand Sridharan)
Interview with Kalpen Parekh ( FE)
Return Probabilities of Indian Indices (Abhinav Mehrotra)
How Xiaomi transformed itself into a Made in India brand ( Forbes)
The $4 Billion Unicorn you need to hear about (Tiger Feathers)
As Crypto Currency goes wild, regulators get worried (Washington Post)
Elon Musk, Chamath Palihapitiya, Cathie Wood face a reckoning (Bloomberg)
Grift is Good ( Can Duruk)
Some stuff I am reading today morning:
Wholesale inflation soars to 10.49% in April (BS)
Reliance Jio to construct largest submarine cable system (BT)
TIPS Industries: Optionality Play ( Ankush Agrawal)
Spotify: The sound of streaming (Fortune)
An Agricultural cycle ( Stock Blogger)
Building parallel financial systems (Diff)
The absurdity of today’s valuations (Bill Gurley)
3 Investment hacks for young people (Larissa Fernand)
Banker quits after making millions in Crypto Currency (CNBC)
Short Selling: Open Letter to Lemonade (Muddy Waters)
Some stuff I am reading today morning:
India’s Covid Catastrophe (Bloomberg)
FPIs continue to sell in May (BT)
Akshay Tritiya is a washout for Indian Jewellers (Rediff)
Adani Green to buy Softbank backed SB Energy (BS)
Former Mastek CEO John Owen joins Route Mobile (BSE)
Crypto now is a reflection of real demand (Mark Cuban)
Wall Street’s greatest piece of financial engineering (Forbes)
10 Questions people ask only in a bull market (Irrelevant Investor)
Play your own game (Morgan Housel)
Interview with Stanley Druckenmiller (Vimeo)