Some stuff I am reading today morning:
FPIs withdrew 20,000 Cr in last 5 trading sessions (Rediff)
Investors should avoid adding risk (Sailesh Raj Bhan)
Boom Time for M&A (Forbes)
FT25 Earnings Estimates downgrades across cos (MC)
Challenging times for Asian Paints (BW)
Thread: Waaree Energies is a regulatory arbitrage business (LN)
Stock Talk: Tata Power (Rediff)
Why Bitcoin will continue to soar (Coin Desk)
Commodity: Silver ETFs (FE)
Cash ! (Brooklyn Investor)
Some stuff I am reading today morning:
FED cuts rates by 25 bps ( Yahoo )
The risk to Trump election rally ( The Street)
Tenders for Shimla Ropeway project to open soon (FE )
ED raids sellers on Amazon, Flipkart ( Reuters )
Sunset for Jet Airways ( Rediff )
FII-DII gap is smallest ever ( Fortune )
Startup : Indiagold ( Forbes )
Two stocks to track ( Bhavik Mehta )
Prediction Markets for the win ( MR )
10 Investing Lessons from the US elections ( Big Picture)
Some stuff I am reading today morning:
Trump’s win powers Wall Street to record highs ( DH )
Bitcoin hits record $76,000 ( CNBC )
The outcome of a Trump win ( Russell Clark )
Economic impact of Trump’s policies ( CNN)
US debt could drive the next financial crisis ( Climateer )
IPO Review : Swiggy ( Forbes)
Global supply crunch in transformers ( MSN )
AI will replace most white collar work ( TT )
Waymo’s driverless rides have spiked ( Sherwood)
Open Letter to Amazon ( Blue Duck Capital )
Some stuff I am reading today morning:
Unlisted NSE hits $56 Billion market cap ( BW )
Swiggy Vs Zomato ( HT )
FMCG cos dumping near expiry products via Qcom ( DH )
Sector Watch : REITs ( Rediff )
Group Watch : Torrent ( Fortune)
InvIT : Capital Infra Trust ( BI )
Some things I don’t believe about investing ( CS )
Why we avoid traditional value investing ( Terry Smith)
A method for industry selection ( Value Journal )
Meme coins are the point of Crypto ( Moneyness )
Some stuff I am reading today morning:
S&P 500 after US Presidential elections ( CNBC )
Rupee hits record lows ( Fortune)
SEBI directs Embassy REIT to suspend CEO ( DH )
TGI Fridays files for bankruptcy ( The Street )
Swiggy eyes 100 Million users ( BS )
Battery storage power play ( FE )
Company: RP Tech ( BI )
Alpha Erodes ( Waiters Pad )
1999 Vs 2024 ( Common Sense )
52 VC Tips ( The Generalist)