Category: Links

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Links

Weekend Mega Linkfest: 23 June, 2023

Some off beat reads for the weekend:

Biden embraces Modi (RT)

Operation Meghdoot (PeepulTree)

1988 Convocation speech of Dr V Kurien at IIM-A (Vrikshamandir)

Indian Engineers don’t want to do Engineering jobs (IE)

Dystopia in Manipur (Print)

Syria & Pakistan: From Narco states to terror (TOI)

India-Pakistan relations (Dawn)

UAE takes partial control of Karachi port (Crisis)

Europeans want to fight to the last American (AC)

Gibraltar as a major NATO spy base (Declassified UK)

AI is a lot of work (Verge)

Britain’s Labor Revolt (Jacobin)

The answer is better gangs (Palladium)

My job as a Yoga teacher was more toxic (Daily Mail)

Travelogue: Gems of Konkan (Team BHP)

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Links

Linkfest: 23 June, 2023

Some stuff I am reading today morning:

10 key takeaways from Biden-Modi meet (MC)

Why GE’s deal with HAL is a game changer (Forbes)

Byju’s auditor Deloitte quits (Fortune)

Infosys to make 6x on ideaForge listing (BT)

Bribes for jobs scam uncovered in TCS (BS)

Stock Analysis: Rushil Decor (Dr Vijay Malik)

Interview with George Magnus (The Market)

US allocators grapple with the risks of investing in China (II)

Seed stage funding trends 2023 (Crunchbase)

Top Takeaways from Oaktree’s Quarterly Letters (Howard Marks)

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Links

Linkfest: 22 June, 2023

Some stuff I am reading today morning:

TCS bags $ 1Billion deal (MC)

Powell expects more Fed rate hikes (CNBC)

Why Indian startups are coming undone (Forbes)

How to put Indian agriculture back on growth path (Fortune)

What role should cash play in your portfolio (Morningstar)

Indexing is well understood (Big Picture)

The changing face of American Capitalism (Jeremy Grantham)

Stock Talk: Coinbase (Yet Another Value)

Why you believe the things you do (Morgan Housel)

Project Management (Seth Godin)

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Links

Linkfest: 21 June, 2023

Some stuff I am reading today morning:

Paytm leads $6 Billion Startup Rally (MC)

India clears Micron’s semiconductor plans (BT)

What to expect from Modi’s US visit (CNBC)

Is Modi India’s most effective post Independence leader? (GQG Partners)

Cement stocks under pressure (Fortune)

Piramals to exit Shriram Finance (FE)

Startup: Ayurveda Experience (Forbes)

Saudis Vs Oil Speculators (The Market)

Attributes of a great business (Base Hit Investing)

Hallucinations as a feature (USV)

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Links

Linkfest: 20 June, 2023

Some stuff I am reading today morning:

Indigo places record order for 500 Airbus A320 aircraft (BT)

HDFC Credila to be sold for 9,060 Cr (MC)

The stocks driving the Nifty rally (FE)

Net inflows into equities decline to a 2 year low (BS)

Textile stocks threading their way to bull party (BL)

Inside Triveni Turbine’s audacious global gambit (Forbes)

SEBI justifies ‘urgent action’ against ZEE Entertainment (Rediff)

Meta’s Moat (Deep Dives)

Stock Based Compensation in Software Cos (Voss Capital)

The Cardinal Sin of Investing (Howard Marks)