Author: Raoji
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The Hardest Q in Investing
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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)