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Mega Linkfest: 08 December, 2023

Some off beat reads for the weekend:

Meet new Telangana CM Revanth Reddy’s team (Print)

Armenia’s existential moment (Engelsberg)

Netanyahu may choose war with Lebanon (Cradle)

Where are the innocent people in Gaza? (TOI)

Iran’s Resistance Front is drawing recruits from Pakistan (ORF)

Jewish Londoners suffer worst two months (BBC)

Houthis to block Red Sea for Israeli ships (Arab News)

Orban outlines the future of Europe (RT)

Why the Elgin Mables matter (Spiked)

Pakistan: When hatred turns into rebellion (Tribune)

Changing the national narrative of Pakistan (News PK)

A very Muslim Christmas (Walrus)

Short Story: The Egg (Andy Weir)

Lord Wellesley adopted Maratha tactics to defeat Napoleon (Telgraph)

Birding Trip: Bharatpur (Team BHP)

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Links

Linkfest: 08 December,2023

Some stuff I am reading today morning:

RBI MPC meet today (BT)

Govt tells sugar mills to stop producing ethanol from sugarcane (BS)

VC firms to sell stake in Five Star Business (MC)

India Inc’s most profitable cos (Fortune)

US 10 Year treasury yields are falling (Axios)

AI surge drives NASDAQ higher (Reuters)

Stock Talk: Adani Ports (FE)

Company: ID Fresh Food (Forbes)

Interview with Mohnish Pabrai (Morningstar)

Indexing Venture and Other Fool’s errands (Jordan)

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Linkfest: 07 December, 2023

Some stuff I am reading today morning:

Warburg Pincus to sell 1.3% stake in IDFC First Bank (MC)

PE firms may take stake in Adani Wilmar (BS)

Paytm to reduce small ticket loan disbursals (BT)

How Toyota found its footing in India (Forbes)

India’s strategy for Steel Sector decarbonisation (BW)

$20 Billon of Lock-In shares to hit market by March 2024 (Fortune)

Is SEBI toothless? (Money Life)

Jamie Dimon lashes out on Crypto (CNBC)

The best Venture firm you’ve never heard of (Generalist)

Why do investors play low probability games? (BI)

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Linkfest: 06 December, 2023

Some stuff I am reading today morning:

The Modi Premium (Money Life)

India set to be world’s 3rd largest economy by 2030 (BS)

Moody’s cut China’s credit outlook to negative (CNBC)

Indigo takes flight to recovery (Fortune)

60%-70% of IPO applications coming via UPI (MC)

American Equities: Santa Claus Rally (FE)

Interview with Puneet Dalmia (Forbes)

Interview with Kevin Duffy (The Market)

When should you average down? (Ian Cassel)

Risk & Return are interchangeable (Oblivious Investor)

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Linkfest: 05 December, 2023

Some stuff I am reading today morning:

Sensex, Nifty at all time highs (Rediff)

Adani group stocks surge (FE)

India at CoP28 (Forbes)

Benaami Billionaire Abu Azmi in tax net (BW)

Byju’s defaults on its payments to BCCI (Money Life)

Gold spike creates wealth effect in India (Fortune)

Adani Green commits to boost capacity 5x by 2030 (Oil Price)

Capital Allocation-Factor Strategy (GrowthFiniti)

Full transcript of Charlie Munger’s last interview (CNBC)

Factory Construction boom in the US (Climateer)