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Weekend Mega Linkfest: 13 October, 2023

Some off beat reads for the weekend:

The geopolitics of Al-Aqsa Flood (Cradle)

The Gaza Disengagement just died (TOI)

Israel is manufacturing a case for genocide (Al Jazeera)

Western virtue signalling over Israel (RT)

The Woke scapegoating of Jews (Spiked)

Anti-China rhetoric is off the charts (The Diplomat)

France’s defeat in Africa (Newsweek)

Canada a lion to India, a lamb to China (National Post)

Inside the Taliban’s luxury hotel (Guardian)

Pakistan: Messiahs, Saviors, Heroes (The News)

Pakistan’s Blasphemy accusations (Midstone Centre)

The rise of Pakistan’s drones (South Asia Press)

Churchill’s plans to attack the USSR (National Archives)

Travelogue: Kedarnath & Badrinath (Team BHP)

Thread: 32 Forms of Ganesha (Anu Satheesh)

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Linkfest: 13 October, 2023

Some stuff I am reading today morning:

Another step towards International War (Ray Dalio)

Why do MNCs fail in India? (Forbes)

India’s industrial production rises to 14 month high (Rediff)

Infosys headcount shrinks (MC)

Delhi Metro to use Paytm for ticketing (FE)

Company: KPR Mills (Fortune)

US EV sales hits record high (Yahoo)

US VC funding hits multi-year lows (Venture Beat)

Getting it right the first time (Seth Godin)

The worst outcome is a mediocre success (Pivotal)

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Linkfest: 12 October, 2023

Some stuff I am reading today morning:

TCS Q2 performance impresses (MC)

IPO pipeline continues to be robust (FE)

Global steel prices under pressure (Oil Price)

Charging up Mahindra (Fortune)

Company: Igarashi Motors (Uncommon Profits)

Thread: New Jaisa Technologies (Caprize)

DII flows changing market dynamics (Monarch AIF)

Why high growth may lead to poor outcomes (Morningstar)

Optimism and the Stockdale paradox (2Point2Capital)

Letter to investors (Bill Nygren)

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Linkfest: 11 October,2023

Some stuff I am reading today morning:

Why are FIIs fleeing Indian stocks (Forbes)

India’s space economy to touch $44 Billion (MC)

Adani group to refinance $4.5 Billion in debt this month (FE)

ED arrests four Vivo officials (BW)

The Thalaiva at Murugappa Group (Fortune)

Paul Tudor Jones on the markets (The Street)

The challenge of shorting equities (Big Picture)

The paradox of past performance (BI)

A reminder of what’s important (Irrelevant Investor)

Avoid stress to become a better investor (Klement)

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Linkfest: 10 October, 2023

Some stuff I am reading today morning:

Vodafone India warns of existential threat (MC)

On MCX Tech Transition (BW)

Sector: Paints (Rediff)

Company: Laurus Labs (Fortune)

Startup: Cradlewise (Forbes)

Interview with Anish Tawakley (Morningstar)

The art of reinvesting (Proinvest Nirmiti)

Aim for the middle (Humble $)

Patience in Investing (Validea)

5 Common Client Concerns (CFA Institute)