Some stuff I am reading today morning:
July sales hint at auto sector revival (Hindu)
Mumbai property registration gathers pace (ET)
WhatsApp a step closer to pay play (Mint)
Interview with Biocon Biologics CFO Chinappa MB (FE)
Meet Sharad Shah, Short Seller (Santosh Nair)
Contrarian Investing in Cyclicals (Jiten Parmar)
Stock Analysis: Honeywell Automation India Ltd (Dr Vijay Malik)
Its August.Now What? (Michael Santoli)
On SPACs (Howard Lindzon)
The dethroning of the US $ (Katusa)
Some stuff I am reading today morning:
RIL’s pre-tax profit dips 40% (BS)
Big Tech rack up record profits (Market Watch)
Fed is infantilizing investors (Seth Klarman)
Will market coupling destroy the IEX monopoly? (Candor)
Indigo sets its sights on liquidity (Mint)
Adani group enters new sectors (Forbes)
How rich people go broke (Common Sense)
Is Systematic Value dead? (Larry Swedroe)
Kodak stock up 2000% in a day (InvestmentU)
Buffett pulled off the greatest trade ever (AM)
Some stuff I am reading today morning:
Maruti Suzuki posts first loss in 17 years (BS)
Auditors raise concern about Spicejet’s ability to survive (Mint)
Yes Bank takes possession of Anil Ambani’s HQ (CNBC)
3 Oil Majors in race for BPCL (Rediff)
Fed holds interest rates steady (CNBC)
Gold: 11% Annualized returns in 41 years (Free Fincal)
Statement to US Congress by Jeff Bezos (Amazon)
When fundamentals don’t matter (Validea)
Is the Crypto rally for real? (A VC)
The Ugly Scramble (Morgan Housel)
Some stuff I am reading today morning:
Qatar eyes $1.5 Billion stake in Jio Fiber (Mint)
Equity Mutual Funds may witness monthly outflows (BS)
Investors lead rush back to India’s offices (Reuters)
New changes in Form 26AS (Free Fincal)
Entrepreneurs needed for tackling the Climate Crisis (Vinod Khosla)
Nobody has time for Patience (Common Sense)
You don’t need Alpha (Of $ and Data)
Why SPACs are the new IPO (Marker)
Private Equity captures rather than create value (Newsweek)
Good things taken too far (Morgan Housel)
Some stuff I am reading today morning:
RIL may buy Future Group’s Retail business (Mint)
Yes Bank hits lower circuit after FPO shares allotment (BS)
Loss at JSW Steel after 17 Quarters (FE)
Gold rockets towards $ 2000 (Reuters)
What Gold is telling us (Luke Gromen)
Chamath Palihapitiya on Tesla (CNBC)
Wall Street’s Crypto Cold War (Institutional Investor)
June 2020 Letter to shareholders (Bronte Capital)
Inside the Hinduja family feud (Forbes)
Not Robinhood investors, just desperate investors (Ventura)