Category: Links

Some stuff I am reading today morning:

Fate of $10 Billion Zee-Sony deal to be decided today (BT)

Climax nears for 11,000 Cr KK Modi Family Dispute (BW)

Corporate India on overdrive to celebrate Ram Mandir inauguration (BS)

India goes Big at Davos (CNBC)

India’s Emergence and Quest for Global Trust (Gautam Adani)

NSE continues to be world’s largest Derivatives Exchange (FE)

Company: Jyothy Labs (Forbes)

Teaching Note on Cochin Shipyard (Fundoo Professor)

The Negative Checklist (Novel Investor)

Information that would get your attention (Morgan Housel)

Some stuff I am reading today morning:

Bloodbath on Indian bourses (Rediff)

LIC overtakes SBI to become most valuable PSU (FE)

OFS in NHPC (MC)

Analysis of 2023 IPOs (Fortune)

TN town looking to exploit Russia’s egg crisis (BS)

How a Bangalore Dosa chain went viral (NDTV Profit)

Senior Citizen FDs offering 9.1% interest rates (FE)

2024: A pivotal year on the brink (Ray Dalio)

The stock market is America’s Mona Lisa (Common Sense)

Research: Trading by Corporate Insiders (SSRN)

Some stuff I am reading today morning:

HDFC Bank posts 16,373 Cr profits for Q3FY24 (BS)

Bumper Q3 results by Federal Bank (NDTV Profit)

Stock Talk: Paytm (BT)

India’s Lithium deal with Argentina (MC)

Mitsubishi to invest in World’s largest green hydrogen project (Oil Price)

‘Taxtortion’ Epidemic in New India (Money Life)

Why NRIs are returning to India in retirement (Morningstar)

Avoid Investors Who…(Investment Talk)

Grow Yourself (Microcap Club)

Annual Letter to Investors (Tsai Capital)

Some stuff I am reading today morning:

PNC Infra sells 12 road assets for 9,000 Cr (MC)

Stock Talk: Polycab India (BT)

India’s first $1 Trillion stock (NDTV Profit)

Sovereign Gold Bonds shine in FY24 (BS)

Ramonomics (Money Life)

Manufacturing tax sops near sunset (Forbes)

Indian Startup predictions for 2024 (Inc42)

A guide to navigating Quarterly Noise (Anand Sridharan)

How to generate consistently good returns (Howard Marks)

Houthis attack US ships in Red Sea (AP News)

Some stuff I am reading today morning:

Tata Consumer’s 7000 Cr Buyouts (NDTV Profit)

TCS plans a new playbook ( BT )

Risks of Ola Electric IPO (Forbes)

India-Japan Fund invests 400 Cr in Mahindra (Fortune)

Stock Analysis: Relaxo Footwears (Dr Vijay Malik)

Interview with David Rosenberg (The Market)

The folly of selling on bad news (2Point2Capital)

Lessons learned the hard way (Rob Henderson)

Ideas that stuck 2023 (Real Returns)

Memo: Easy Money (Howard Marks)