Some stuff I am reading today morning:
OFS in GIC (DH)
Zero-brokerage model on last legs (Rediff)
Railway Kavach system to be implemented in mission mode (FE)
Non-IT brings riches for Azim Premji (Fortune)
Family squabble at Godfrey Phillips India (Money Life)
Interview with Sanjiv Bajaj (MC)
Company: Paramount Cables (Forbes)
Clean Energy’s next Trillion $ Business (Climateer)
Elusive Alpha, Corrosive Costs (CFA Institute)
The importance of repeat business (Terry Smith)
Some stuff I am reading today morning:
Sensex, Nifty hit fresh all time highs (Rediff)
Regulators warn of froth in SME market (BT)
54% of IPO shares alloted to investors sold within a week (SEBI)
ICICI Bank rubbishes allegations against SEBI Chief (BSE)
Zee’s Subhash Chandra accuses SEBI Chief of corruption (BS)
Company: Trident (Forbes)
The coming Battery Revolution ( Elpais )
US Battery storage is booming (Oil Price)
Timing the stock market using valuations (Common Sense)
Thread: 94 investing lessons from 94 year Buffett (DGI)
Some stuff that I am reading today morning:
1.75 Lakh Cr GST collections in Aug ( Rediff )
Indian markets may see volatility in Sept (BW )
Notes on the Indian market ( Market Sense )
Most Indians are one hospitalization away from bankruptcy ( HT )
Company : Quick Heal ( Forbes )
Company : Paramesu Biotech ( BI )
SIPs in debt mutual funds ( MC )
Lessons to become a better investor ( Pari Passu )
Building your moat against AI ( Aswath Damodaran )
Cumulative Vs Cyclical Knowledge ( Morgan Housel )
Some stuff I am reading today morning:
Chairman Speech at Reliance 2024 AGM (ET)
Premier Energies IPO gets bids of 1.48 Lakh Crore (BT)
Moody’s: India in a sweet spot (Fortune)
50% SME stocks stumble after listing day gains (FE)
Advisory on SME stocks (SEBI)
Technology in the Indian Securities Market (Ananth Narayan)
Company: MRF (Forbes)
Company: Veerhealth Care (BI)
Forgotten wealth of ordinary Indians (Money Life)
A tale of India tier 2 cities (CNBC)
Some stuff I am reading today morning:
Nifty hits lifetime highs (DH)
Berkshire Hathaway tops $1 Trillion in market cap (BS)
Reliance & Disney merger approved by CCI (HT)
2024 is setting new benchmarks for SME IPOs (MC)
Nyrika Holkar prepares to head Godrej Enterprises (Forbes)
Company: IDFC First Bank (BI)
Sector: MFIs (Rediff)
How to do business analysis of tea producers (Dr Vijay Malik)
The Irrationality of Stop Loss Orders in Investing (Buffett)
Interview with historian Chris Miller (Generalist)