Linkfest: 08 May, 2023

Some stuff I am reading today morning:

India’s imports from OPEC at all time lows (MC)

India’s fragile Middle Class (BW)

India & the new world order (Gavekal Research)

How HSBC India is gunning for growth (Forbes)

Decoding the banking crisis (Aswath Damodaran)

How to do Business Analysis of mining cos (Dr Vijay Malik)

Oil, the Market’s chew toy (Open Insights)

Full recap of Berkshire Hathaway AGM 2023 (CNBC)

Investing’s Big Blind Spot (Sapient Capital)

Maybe retiring at 35 was a bad idea (Roger Nusbaum)

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