Category: Links

Some stuff I am reading today morning:

Warburg Pincus to sell 1.3% stake in IDFC First Bank (MC)

PE firms may take stake in Adani Wilmar (BS)

Paytm to reduce small ticket loan disbursals (BT)

How Toyota found its footing in India (Forbes)

India’s strategy for Steel Sector decarbonisation (BW)

$20 Billon of Lock-In shares to hit market by March 2024 (Fortune)

Is SEBI toothless? (Money Life)

Jamie Dimon lashes out on Crypto (CNBC)

The best Venture firm you’ve never heard of (Generalist)

Why do investors play low probability games? (BI)

Some stuff I am reading today morning:

The Modi Premium (Money Life)

India set to be world’s 3rd largest economy by 2030 (BS)

Moody’s cut China’s credit outlook to negative (CNBC)

Indigo takes flight to recovery (Fortune)

60%-70% of IPO applications coming via UPI (MC)

American Equities: Santa Claus Rally (FE)

Interview with Puneet Dalmia (Forbes)

Interview with Kevin Duffy (The Market)

When should you average down? (Ian Cassel)

Risk & Return are interchangeable (Oblivious Investor)

Some stuff I am reading today morning:

Sensex, Nifty at all time highs (Rediff)

Adani group stocks surge (FE)

India at CoP28 (Forbes)

Benaami Billionaire Abu Azmi in tax net (BW)

Byju’s defaults on its payments to BCCI (Money Life)

Gold spike creates wealth effect in India (Fortune)

Adani Green commits to boost capacity 5x by 2030 (Oil Price)

Capital Allocation-Factor Strategy (GrowthFiniti)

Full transcript of Charlie Munger’s last interview (CNBC)

Factory Construction boom in the US (Climateer)

Some stuff I am reading today morning:

BJP Hat Trick in 2023 means guarantee of BJP Hat Trick in 2024 (NDTV)

Markets will love the state election results (Prabhakar Kudva)

Rally in US markets has been fast n furious (The Street)

Global indices at all time highs (Nooresh)

Coal India surpasses production target (Fortune)

Inside Foxconn’s struggle to make iPhones in India (ROW)

How much are you hurting your returns? (Microcap Club)

Overcoming cash addiction in your portfolio (Common Sense)

A new twist on Momentum strategies (Alpha Architect)

Shutting down my blog (TRB)