Some stuff I am reading today morning:
Reliance Retail to offload upto 20% stake (BT)
Amazon Vs Reliance (Fool)
Advance tax indicates economic recovery (BS)
Stock talk: JB Chemicals (Mint)
IPO Analysis: CAMS (JST Investments)
Sector Analysis: Micro Finance (Old Schol Finance)
Obvious things that are easy to ignore (Morgan Housel)
Mobile App stores & Crypto (A VC)
A 400 year old SPAC (Art Cashin)
Startup talk: How to identify if founders are not giving the full story? (Promus Ventures)
Some stuff I am reading today morning:
Fed signals no rate hikes for years (CNBC)
Nifty ETF’s asset base crosses 1L Crore (FE)
Russia to sell Covid vaccine to Dr.Reddy’s Laboratories (BS)
Vedanta wins $ 499 Million claim (BS)
My most important investment lesson (Morningstar)
The Billionaire who wanted to die broke (Forbes)
Berkshire in Techland (TRB)
The dangers of the obvious (Validea)
7 types of petrol pump frauds in India (Jago Investor)
Experience is the best teacher (Tony Isola)
Some stuff I am reading today morning:
RM Rajnath Singh’s statement on China Conflict (Swarajya)
The stock market’s extreme reliance on RIL (BS)
Covid-19 lockdown proves a blessing for DTH providers (Ultra)
Startup Investors may get tax sops (Mint)
Investing Axioms (Anand Sridharan)
On Income Producing Assets (Of $ and Data)
The German Bank paradox (Marc Rubinstein)
One person’s growth stock is another person’s value stock (Marathon)
A tale of two recessions (Politico)
What is a covered call strategy? (Free Fincal)
Some stuff I am reading today morning:
Xi Jinping is humiliated by India (Newsweek)
China laying fibre optic cables at border (BS)
Toyota halts India expansion blaming taxes (Mint)
S&P expects India’s economy to contract by 9% in Fiscal 2021 (Reuters)
On Jio Financial Services (Liberated Soul)
More market pain is coming (Trading Nation)
NASDAQ’s internal momentum is waning (Sentiment Trader)
Ben Graham was a Quant (Anish Teli)
Tailwinds > Moats (Sajith Pai)
Interview with Terry Smith (AM)
Some stuff I am reading today morning:
SEBI issues clarification on MultiCap MFs (BS)
FPIs pull out money due to China tensions (BS)
China is unlikely to uphold its side of truce bargain (Mint)
Stock Analysis: ITC (Manish Jain)
Stock Talk: Jubilant Foodworks (Big Investor)
Mumbai’s real estate industry should introspect its Pepsi experiment (Vishal Bhargava)
Oracle poised to become Tik Tok’s US partner (CNBC)
Yes, its a Tech Bubble (Inc)
Playing dumb (Humble $)
Most stocks suck (Irrelevant Investor)