Linkfest: 09 June, 2023

Some stuff I am reading today morning:

RBI signals long pause (FE)

Guidelines on Default Loss Guarantee in Digital Lending (RBI)

Corporate earnings growth to drive next leg of market rally (Rediff)

DS Group & its sugar coated FMCG gambit (Forbes)

The rise & rise of Indian Art (Fortune)

Startup: Medulance (BI)

Elon Musk has a blunt message for Nvidia (TS)

Sentimental cycles created by institutional investors (Klement)

Why AI will save the world (Marc Andreesen)

ROIC & the investment world (Michael Mauboussin)


Linkfest: 08 June, 2023

Some stuff I am reading today morning:

Indices near all time highs (BS)

Monsoon onset in next 48 hours (FE)

On the NSE Co Location scam (Money Life)

Company: Coal India (BI)

Stock Talk: Centum Electronics (Intelsense)

Startup: Garuda Aerospace (Forbes)

Is this a new bull market? (Ben Carlson)

Why should I hold stocks? (Irrelevant Investor)

Geography is destiny (Daily Reckoning)

Falling behind (Seth Godin)


Linkfest: 06 June, 2023

Some stuff I am reading today morning:

ONDC set to venture into Fintech services (Inc 42)

SEC sues Binance (MC)

Stock Talk: Engineers India (BI)

Less than 1 in 3 startups reach Series A (Forbes)

How to avoid TCS for your child’s foreign education (BS)

Interview with Simona Mocuta (The Market)

Big Tech’s Biggest Bets (Matthew Ball)

Don’t shift to EV cars yet (Rowan Atkinson)

There is only one way to forecast (Howard Marks)

There’s no easy exit for cos backed by PE & VC (II)


Linkfest: 05 June, 2023

Some stuff I am reading today morning:

Enhanced Surveillance Measures for micro cap cos (MC)

RBI likely to pause on June 8 (Rediff)

Tatas to build 13,000 Cr Lithium Ion Battery factory (Fortune)

Russian oil is now 42% of India’s total oil imports (FE)

Why Info Edge lost faith in Bijnis (Forbes)

Fractional Ownership in Real Estate (Bala)

Stock Talk: Redington India (Unfair Advantage)

Wise words from Sam Zell (Novel Investor)

Its time to disentangle from China (Yale Insights)

Carl Icahn: The hunter becomes the hunted (SMH)


Weekend Mega Linkfest: 02 June, 2023

Some off beat reads for the weekend:

Iran Vs Taliban (Cradle)

How China vexes the West (American Affairs)

Pakistan’s Macro Economic Catastrophe (ORF)

An Indian Muslim watches the unraveling of Pakistan (Print)

Rishi Sunak’s Seance (American Conservative)

Lee Kuan Yew was wrong (Engelsberg)

Henry Kissinger is a disgusting war criminal (Jacobin)

How did Congress win Karnataka (One India)

The Rahul Yadav Deja Vu (Inc 42)

How the modern corporation was invented in England (Declassified UK)

How a Jain became a preacher of Islam (Organiser)

The real Kerala story (Open)

Thread: The secular myths of the Christian West (Cogito)

Between Solitude and Loneliness (New Yorker)

Thread: Acidity (Shreya Shah)