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The Hardest Q in Investing
Author: Raoji
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Linkfest: 12 November, 2024
Some stuff I am reading today morning:
Monthly SIP value hits 25,000 Cr ( FE )
INR may depreciate by 10% in Trump 2.0 ( DH )
SEBI broadens UPSI definition ( Fortune )
Ramco : A concrete case of conflict ( Money Life )
Startup : SpotDraft ( Forbes )
Interview with Jim Bianco ( The Market )
China nears $ 1 Trillion trade surplus ( MC )
Trump tariff threat looms large on Asia ( CNBC )
Why Buffett is selling ( Value Investor )
Continuation Funds come to Venture Capital ( II )
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Linkfest: 11 November, 2024
Some stuff I am reading today morning:
FPIs withdrew 20,000 Cr in last 5 trading sessions (Rediff)
Investors should avoid adding risk (Sailesh Raj Bhan)
Boom Time for M&A (Forbes)
FT25 Earnings Estimates downgrades across cos (MC)
Challenging times for Asian Paints (BW)
Thread: Waaree Energies is a regulatory arbitrage business (LN)
Stock Talk: Tata Power (Rediff)
Why Bitcoin will continue to soar (Coin Desk)
Commodity: Silver ETFs (FE)
Cash ! (Brooklyn Investor)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Rainbow: No kidding (AI)
Where the Goras are going (AI)
Two stocks to track (Bhavik Mehta)
The Cycle is decadal (AI)
Shivalik: Devil in the Details (AI)
FMCG firms dumping near expiry products on Q-Commerce (DH)
The Mother of Trade Deficits (AI)
Small packs giving big headache to FMCG firms (FE)
Incumbents increasing market share in 2W EV space (Forbes)
1999 Vs 2024 (CS)
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Weekend Mega Linkfest: 08 November, 2024
Some off beat reads for the weekend:
Donald Trump’s Victory Speech (Newsweek)
Mourning for Left in America (Front Page)
The lights go out in Cuba (National Interest)
Khalistan 2.0 (Organiser)
Trudeau’s embrace of Khalistani extremists (Korybko)
Iraq could get dragged in Middle East Conflict (Al Majalla)
Israel on the way to a magnificient defeat (TOI)
Amsterdam Pogrom against Jews (JPost)
Why America stopped winning wars (Tablet)
When Edo became Tokyo (Engelsberg)
A Peated Debate (New Lines)
The final flight of the Airline Magazine (CJR)
How the Berlin Wall became a trail (Smithsonian)
A Bombay restaurant menu from 1935 (Scroll)
Thread: Kolkata, the dirtiest city of India (DS Balaji)