Linkfest: 28 February, 2024

Some stuff I am reading today morning:

Vodafone Idea to raise 45,000 Cr (Rediff)

SC contempt notice to Patanjali (BS)

Moscow warns of NATO-Russia conflict (CNBC)

SEBI’s crackdown on unregistered advisories (MC)

Reddit IPO breakdown (Only CFO)

The perfect company does not pay dividends (Thierry Borgeat)

Buffett & 3 Hedge Funds (Roger Lowenstein)

The Maxell Man Market (QTR)

Used cars & Microcaps (Microcap Club)

Temptation to Trade (Rational Walk)

ConferenceCall Power

Thermal Power: 2 Lakh Crore Opportunity

Source: Earnings Call of Power Mech Projects Ltd

ConferenceCall Macro

India: Hot Core

Source: Earnings Call of Schaeffler India Ltd


Linkfest: 27 February, 2024

Some stuff I am reading today morning:

US & India: A tale of two bull markets (FT)

Adani Defence sets up South Asia’s largest ammunition complex (Fortune)

On Reliance-Disney merger (BT)

SAIL’s potential 4000 Cr windfall (BW)

Why Whirlpool sold its India stake (CNBC TV18)

Kitex CEO Sabu Vs Kerala CM Vijayan (OnManorama)

Financial shenanigans at Bilcare (Money Life)

Thread: On Hold Forever (Skwigglylines)

How much cash should one’s portfolio have (Oblivious Investor)

Gemini & Google’s culture (Stratechery)


Linkfest: 26 February, 2024

Some stuff I am reading today morning:

ED summons Hiranandani Group promoters (HT)

Xiaomi bets big on EV (CNBC)

EVs are a bust (DR)

Crazy rich young Indians are buying Lamborhinis (FE)

The Paytm Controversy (Money Life)

2023 Annual Letter (Berkshire Hathaway)

The rise of Emerging Market Banks (Polen Capital)

Millionaires don’t use astrology, Billionaires do (Nick Maggiulli)

Easily avoided (Humble $)

The Ackman Discount (Net Interest)