Linkfest: 01 September, 2023

Some stuff I am reading today morning:

Adani family secretly invested in own shares (Guardian)

OFS in Five Star Finance (MC)

Economy at cusp of new private Capex cycle (Fortune)

Listed oil PSUs as petty political pawns (Money Life)

Brazil looks at India for Defence (FE)

JSW to enter EV space (BT)

‘Grift Shift’ into AI stocks (II)

Company: Latent View (BI)

Interview with Cole Smead (The Market)

The Great Wealth Migration (Daily Reckoning)

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