Category: Links

Some stuff I am reading today morning:

Dhanteras gold demand likely to remain robust (Rediff)

Small Cap funds again in the limelight (BT)

Current smallcap valuations are ‘crazy’ (Nilesh Shah)

Speech by FED Chairman Powell (FED)

Developing Countries own China $1.1 Trillion (CNN)

Buffett privately traded in stocks that Berkshire was buying (Pro Publica)

Pidilite to launch lending business (FE)

Company: Burjeel Holdings (Forbes)

Crypto: Ethereum > 2000 $ (Decrypt)

Crazy culture of world’s largest hedge fund Bridgewater (NYMag)

Some stuff I am reading today morning:

Adani Ports gets $553 Million funding from US Govt Fund (BS)

India saves $ 2.7 Billion by buying Russian oil (BW)

Chinese chokehold over eBus market (Fortune)

Tata Motors’ EV plans get a big JLR push (Forbes)

Jet Airways: Bankruptcy or Fraud? (Money Life)

Maharashtra Govt to acquire iconic Air India building (Rediff)

Stock Talk: HDFC Bank (MC)

WeWork cost Masayoshi Son $11.5 Billion (MSN)

Historical Trends of Diwali Samvat Trading (FE)

The OpenAI Keynote (Stratechery)

Some stuff I am reading today morning:

Cautious FPIs continue to sell (FE)

‘Risk On’ for markets (Money Life)

Central Banks look to have hit peak rates (CNBC)

No signs of recovery in IT hiring (MC)

Slowing EV demand is hurting Lithium (Yahoo)

Iran proposes Oil Embargo (Oil Price)

Company: Tesla (Aswath Damodaran)

Company: Neuralink (The Street)

How long to wait for opportunities (Buffett)

A Startup Founder’s guide to understanding VCs (Dropbox)

Some stuff I am reading today morning:

Petronas to invest $1.6 Billion into India’s Green Ammonia project (BT)

Dunzo revenue 226 Cr, loss 1800 Cr (MC)

Highway Construction: A bumpy ride (Fortune)

TVS Holdings: Corporate Cashtration (Money Life)

Five Options for Gold investment (BS)

Interview with Stanley Druckenmiller (CNBC)

The Bond Market’s bearish message for stocks (Felder Report)

On Electric Cars (Big Picture)

On Pricing Power (Asian Century Stocks)

Troubled waters ahead for China (Katusa)

Some stuff I am reading today morning:

FPIs bearish bets are at record levels (BW)

FMCG EBITDA margins strong despite slow volume growth (FE)

How India is rejecting China (Fortune)

Interview with Charlie Munger (Acquired)

Interview with Ian Cassel (Morningstar)

How to do business analysis of real estate cos (Dr Vijay Malik)

Is the passive investing bubble about to burst? (The Market)

On Position Sizing (Special Situation Investing)

11 things I learned about investing (Alchemy)

Confessions of a middle class startup Founder (Intelligencer)