Categories
Excerpts Realty

Munger on Real Estate

Source: Fireside chat with Charlie Munger

Categories
Links

Linkfest: 12 November, 2026

Some stuff I am reading today morning:

Amul hikes milk prices (NDTV)

Nvidia preparing to oust CEO Huang (Yahoo)

India bans black mass exports (Rediff)

China restricts exports of drone components (DroneEU)

Direct Tax receipts rise 11.8% (FE)

Stock Analysis: Force Motors Ltd (Dr Vijay Malik)

Yttrium in demand (OP)

Don’t spend future inheritances (FA)

I am a Value Added Investor (Microcap Club)

Is FOGO the new FOMO? (Tony Isola)

Categories
ConferenceCall

TCPL: Battery Separator Films

Source: Earnings Call of TCPL Packaging Ltd

Categories
ConferenceCall Gold

Electronic Gold Receipts Explained

Source: Earnings Call of Augmont Enterprises Ltd

Categories
Links

Linkfest: 11 November, 2026

Some stuff I am reading today morning:

Foreign investors return to India (BS)

How Indians shopped this Diwali (NDTV)

US 10Y back to 5% (CNBC)

Adani unveils $120 Billion Capex plan (Fortune)

Company: Liberty Shoes (BI)

The expanding cityscape of Luxury (BT)

The AI Trade deconstructed (Aswath Damodaran)

Blue Asteroid, Gold Bullion (DR)

1998 all over again (The Market)

The gamble of your life (Nick Maggiulli)