Some stuff I am reading today morning:
India-UK FTA deal may get delayed (Rediff)
Used phones become new craze (BS)
PhonePe revenue jumps 77% to 2,914 Cr (Fortune)
Stock Talk: Paytm (MC)
Investing lesson from HDFC Bank stock (Morningstar)
Active MFs out number the stocks they invest in (MC)
Zombie Alert (Daily Reckoning)
Thread: Bond Vigilantes (James Lavish)
The Portfolio Liquidity Cycle (Seth Klarman)
The problem with P/E Multiples (Overlooked Alpha)
Some stuff I am reading today morning:
Biden to visit Israel today (CNBC)
Festive season to create 7 Lakh Gig jobs (Rediff)
Skoda Auto’s India push (Forbes)
Presentation: A Synthesist’s View on Mega Trends (Harish Krishnan)
Red alert for markets (Next Economy)
Its really, really hard to trade professionally (Big Picture)
Social Internet is dead (Om)
Tools that want to be our Masters (Irrelevant Investor)
Analyzing Blackstone (Russell Clark)
The slog, the hobby and the quest (Seth Godin)
Some stuff I am reading today morning:
Iran threatens to expand conflict (TOI)
India doesn’t want to pay Russian oil in yuan (Oil Price)
The worst bond market in history (Common Sense)
Govt to roll out another PLI scheme for batteries (FE)
63 Moons mocks MCX (BW)
Clash over Finolex Cables (Money Life)
Letter to Investors (Indvest)
Letter to Investors (Solidarity)
Interview with Kenneth Andrade (Morningstar)
On High Conviction Investments (Bill Ackman)
Some stuff I am reading today morning:
Middle East war could widen (Arab News)
FPIs take out 9,800 Cr in Oct (FE)
Beyond the Bond Market’s message (Money Life)
Adani to invest 20,000 Cr in ports business (BS)
Thread: Advantage Adani Coal Investigation (Shreegireesh Jalihal)
Hi-Green Carbon: Pollution Allegations (Mongabay)
Europe bets big on Wind (Oil Price)
Interview with Marc Chandler (The Market)
Investing in Inflections (YAVB)
A few laws of getting rich (Morgan Housel)
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)