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Linkfest: 23 November, 2023

Some stuff I am reading today morning:

CG Power to set up semi-conductor unit (BS)

RBI insecure about unsecured loans (Fortune)

Banking system liquidity deficit rises to 5 year high (MC)

How CBI bungled up the NSE Scam probe (BW)

FMCG supply gridlock (Rediff)

Stock Talk: Adani Stocks (FE)

Company: Super Plastronics (BI)

Startup: ApnaKlub (Forbes)

Risks of investing in PPF (Basu Nivesh)

Letter to Shareholders (Warren Buffett)

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Links

Linkfest: 22 November, 2023

Some stuff I am reading today morning:

Weddings to generate 4.74 Lakh Crores (MC)

TN to get 50,000 Cr investments in EV sector (BS)

Wife raises serious allegations against Gautam Singhania (BT)

The unanswered Qs about Sahara (Money Life)

Xi wanted a Trillion $ bailout from Biden (Oil Price)

Company : Indian Hotels (BI)

On Stock Market Diversification (PAL)

Good that SME cos are unaware of VC ecosystem (Forbes)

How to avoid losing money (BBS)

Be a better investor by not comparing to index (Investing)

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Linkfest: 21 November, 2023

Some stuff I am reading today morning:

ED: Amway India siphoned off 2,859 Cr (Fortune)

SEBI chief against investor investor in F&O (FE)

NSE is India’s Las Vegas (BT)

IPO Review: IREDA (MC)

Company: Havells (Forbes)

Funding winter for startups to end by March (Rediff)

Interview with Vishal Khandelwal (Morningstar)

The myth of “cheap” shares (Terry Smith)

On the OpenAI fiasco (Stratechery)

The Full Reset (Morgan Housel)

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Linkfest: 20 November, 2023

Some stuff I am reading today morning:

On India’s loss (Rahul Dravid)

India to have 1900 GCCs by 2025 (Fortune)

Western cos are pulling Billions of $ out of China (BBC)

AI: The Coming Revolution (Coatue)

The death of smallcap Equities (Verdad)

9 income sources of Salman Khan (FE)

Clearing the air around FIRE (Morningstar)

The best time to diversify (Charlie Bilello)

Survival of the fittest mind (Ed Thorp)

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Mega Linkfest: 17 November, 2023

Some off beat reads for the weekend:

Pakistan’s mass deportation of Afghans (Crisis)

Hamas is Holy in Kerala (Colonel S Dinny)

Gaza sliding into ‘Hunger Hell’ (Arab News)

We will pay the price of being alone (Times of Israel)

The coming War in the Caucasus (American Conservative)

The RAW Escapades (Pak Tribune)

How China is responding to decoupling of the West (ORF)

Rishi Sunak at bay (Open)

How multiculturalism fuels hate (Spiked)

Nitrogen wars in Netherlands (Guardian)

Canada: The Crescent & the Hammer (Rair Foundation)

Thread: Mohammad Usman (Paperclip)

Thread: Vishnu Ganesh Pingley (Arya Anviksa)

Thread: Dutch Colonizers in Tamil Nadu (Tamil Labs 2.0)

Drive: Alaska (Team BHP)