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Weekend Mega Linkfest: 01 September, 2023

Some off beat reads for the weekend:

Woes of Ashoka University (Open)

China’s farming push is about war (RT)

The world is going blind (Wired)

The Melilla massacre (Guardian)

Untangling Niger’s military coup (ORF)

Iran’s entry into BRICS (Cradle)

A Revival Doctrine for America (Vivek Ramaswamy)

Lock Imran Khan up (Baffler)

Anti-Christian attacks in Pakistan (Dawn)

Religious Jews own Ben Gurion a visit (TOI)

Forgetting the Ottoman Past (Al Jazeera)

On Cyrus the Great (Engelsberg)

How pornography forged the Trans movement (Spiked)

The Great Himalayan Ultra Race (Mint)

India’s beloved Mosur Dal (BBC Travel)

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Linkfest: 01 September, 2023

Some stuff I am reading today morning:

Adani family secretly invested in own shares (Guardian)

OFS in Five Star Finance (MC)

Economy at cusp of new private Capex cycle (Fortune)

Listed oil PSUs as petty political pawns (Money Life)

Brazil looks at India for Defence (FE)

JSW to enter EV space (BT)

‘Grift Shift’ into AI stocks (II)

Company: Latent View (BI)

Interview with Cole Smead (The Market)

The Great Wealth Migration (Daily Reckoning)

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Linkfest: 31 August, 2023

Some stuff I am reading today morning:

India’s record dry August (BS)

32 Cos apply for IT Hardware PLI Scheme (BT)

Reliance loses zero-debt status (FE)

Why the rural economy isn’t out of the woods (Forbes)

Technical View: Interesting Charts (Nooresh Merani)

Gullible investors lured by fake trading profits (Money Life)

Optimizing Position Sizing (Flyover Stocks)

Why we don’t talk our book (Buffett)

Quarterly Letter to Investors (Hayden Capital)

How China became the King of new nuclear power (CNBC)

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Linkfest: 30 August, 2023

Some stuff I am reading today morning:

Govt cuts LPG gas prices (Fortune)

World’s first 100% ethanol powered car in India (BS)

Major hospitals face huge attrition (MC)

The economics of Startups needs a reset (Forbes)

The Chauhan family of Parle (FE)

Nvidia on the Mountaintop (Stratechery)

Win Big, Lose Big (Mr Stingy)

Illiquidity- A feature or a bug (Savant)

How to be lucky (Sapient)

The absence of proof (Seth Godin)

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Links

Linkfest: 29 August, 2023

Some stuff I am reading today morning:

Chairman’s Speech at Reliance 2023 AGM (Reliance)

Another Hindenburg type attack suspected on Adani Group (BW)

China intervenes to stop foreign capital flight (Asia Times)

BRICS seize world’s commanding heights (DR)

Is Nagarjuna fertilising a conspiracy? (Money Life)

Tiger Global exits Zomato (MC)

On Trimming Positions (Guy Spiers)

The simple case for favoring real assets (The Felder Report)

15 Lessons from 15 Years (Think Newfound)

A framework for spotting Value Traps (Eagle Point Capital)