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Linkfest: 01 December, 2023

Some stuff I am reading today morning:

Exit Polls (MC)

JSW to buy 35% stake in MG India (Fortune)

UltraTech Cement to buy cement business of Kesoram (BT)

FIIs are getting attracted to Indian stocks once again (Forbes)

TCS: On a slippery slope (Money Life)

Interview with Sailesh Raj Bhan (Rediff)

Thread: On Trust (Dhruv Rathod)

Last interview of Charlie Munger (AM)

The Charlie Munger Manifesto (Safal Niveshak)

Frugal Vs Independent (Morgan Housel)

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Links

Linkfest: 30 November, 2023

Some stuff I am reading today morning:

All eyes on Tata Technologies debut today (FE)

Blockbuster listing of IREDA (MC)

Parliament’s Winter Session to begin on Dec 4th (BW)

4 Trillion $ Market Cap (BT)

Unseasonal rains spike inflation risk (Forbes)

Tata Power targets 2800 MW in pumped hydro projects (Fortune)

Sector: Life Insurance Cos (Rediff)

Interview with Jim Rogers (Morningstar)

What Charlie Munger meant to me (Anand Shridharan)

Bullishness means climbing a wall of worry (Big Picture)

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Links

Linkfest: 29 November, 2023

Some stuff I am reading today morning:

Charlie Munger dies at age 99 (CNBC)

Adani Group shares rally as SC reserves verdict (BT)

China’s Alipay to exit Zomato (BW)

Family feud at Murugappa group ends (Money Life)

S&P : China slows, India grows (Rediff)

Stock Talk: MCX (Fortune)

Company: Protean (BI)

Startup: Exponent (Forbes)

Gold: Time to rise & shine? (Green Edge)

Devil’s Bargain: Covered Calls (Larry Swedroe)

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Links

Linkfest: 28 November,2023

Some stuff I am reading today morning:

Govt mandates blending of Bio Gas (Fortune)

FM Sitharaman assures investors (BT)

First Sovereign Gold Bonds come up for maturity (MC)

Auto majors to hike prices in Jan (Rediff)

Adani to exit Adani Wilmar (FE)

Stock Talk: BSE (BS)

Interview with Ramesh Damani (Morningstar)

Interview with Raamdeo Agrawal (Forbes)

Interview with Tom Shrager (The Market)

Company: Lindstrom (BI)

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Links

Mega Linkfest: 24 November, 2023

Some off beat reads for the weekend:

How Australia plotted India’s fall (Cricbuzz)

Retired bureaucrat gives all to Ram Lalla (Daily Pioneer)

Thread: How Bhodrolok destroyed Bengal (Sumeet Mehta)

The sinister rise of the Islamo-Left (Spiked)

The Netanyahu Doctrine (Guardian)

Dear Diaspora Jews: Its over (TOI)

Who is Geert Wilders? (RT)

Anti-Migrant riots in Ireland (Rair Foundation)

Why we hate you & fight you (Rana Mallah)

Pakistan plans to join BRICS (Tribune)

On China-Pakistan naval exercises (ORF)

Indonesian moped drivers want to ditch their EVs (ROW)

Why does UK give Israel unqualified backing? (DeclassifiedUK)

Chef: Madhur Jaffrey (BBC Travel)

Reasons to get a 2nd or 3rd Car (Team BHP)