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)
Some stuff I am reading today morning:
FPIs sold 94,000 Cr of Equities in Oct ( BT )
Berkshire Hathaway ‘s cash position touches $325 B ( CNBC )
Incumbents take market share in 2w EV market ( Forbes )
The FMCG entry pack of Rs 5 ( FE )
Gold is on the ballot ( DR )
A framework for cyclical industries ( Quipus Capital )
Industry is not destiny ( Verdad )
Don’t take financial advice from Hedge Fund managers ( CS )
Stocks & Flows ( Capital Gains )
Stock Picking is a game of self-confidence ( Microcap Club)
Some stuff I am reading today morning:
Samvat 2080 : A year of windfall gains ( FE )
Muhurat Trading explained ( MC )
HDB Financial Services files for IPO ( Rediff )
India consumption story is cracking ( DH )
Stock Talk : Elcid Investments ( Fortune )
Stock Talk : Titagarh Rail ( BT )
The Economics Nobel ( BW )
Who will hold SEBI accountable? ( Money Life )
The Sugar Daddy effect ( Aswath Damodaran)
The paradox of high P/E markets ( Grantham )
Wishing readers a very Happy Diwali !
Some stuff I am reading today morning:
Google fined $ 2.5 Decillion by Russia ( HT )
Early Swiggy investors hit the jackpot ( BS )
Cement Inc valuations hit new peaks (Rediff )
Subdued Diwali for real estate cos ( FE )
RBI goes for gold ( Fortune )
Gold demand tops $ 100 Billion ( DH )
Marty Whitman and the aggressive conservative investor ( LE )
The growth of India’s luxury retail ( BT )
Saving investors from SEBI ( DH )
Is the US bond market throwing a Trump tantrum? ( Sherwood )
Some stuff I am reading today morning:
What and when to buy from Dhanteras today ( BT )
MFs sitting on a war chest of 2 Lakh Crores ( FE )
Swiggy’s IPO may open next week ( DH )
NYSE moves towards all day trading ( CNBC )
Client exodus from ASK PMS ( MC )
Company : Shirdi Sai Electricals ( Forbes )
Company : Greenzo ( BI )
Commodities Woes ( Fortune )
Does risk tolerance change in retirement? ( Morningstar )
10 ways investors should be using AI ( Chicago Booth )