Category: Links

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Links

Linkfest: 19 June, 2023

Some stuff I am reading today morning:

Top Cos have to ‘confirm’ or ‘deny’ media reports in 24 hours (Fortune)

Micron flags tax concerns in India (FE)

Is Hero’s Board reduced to a Zero? (Money Life)

Financial irregularities at Sequoia backed startup Mojocare (BS)

Interview with Sonal Varma (Forbes)

Buffett’s Japan bets have tripled in value (Yahoo)

Lessons inherited from a Value Investor (Ruffer)

Crypto’s bucket shop problem (Investor Amnesia)

Two Dollars to Win (Humble $)

Chile’s nationalization of the Lithium industry (Katusa)

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Links

Weekend Mega Linkfest: 16 June, 2023

Some off beat reads for the weekend:

Drought is the next pandemic (Guardian)

India-US ties reaching a turning point (Print)

The historical roots of Russia’s scorched earth policy (Engelsberg)

US War plans for Iran (Jacobin)

Its politics as usual in Iraq (Arab News)

How British policy aided Osama Bin Laden (Declassified UK)

The rise & fall of Imran Khan (Dawn)

The China-Pakistan Economic Corridor (ORF)

Thread: Why Congress wants to ban Bajrang Dal (Star Boy)

Deities & Devotees at a film festival (Jai Arjun)

The Indian city where noone goes hungry (BBC Travel)

Zanskar: Magic Mountains (Open)

Automakers are cramming fake stuff into EVs (Verge)

Drive: Dhanushkodi (Team BHP)

Thread: The Pandit who offered Bali of Pathans (Gaudiya)

Categories
Links

Linkfest: 16 June, 2023

Some stuff I am reading today morning:

Indigo acquires 61% market share (BT)

Govt to collect record dividends from PSUs (MC)

Tesla in India (Forbes)

Thread: Ridiculous surveillance measures by SEBI (Anand Mohan)

Interview with Christopher Wood (Rediff)

Big Ticket Realty (Fortune)

What does an “analyst” do? (Capital Gains)

5 Common Portfolio mistakes (Morningstar)

One Trend that most investors are missing (Bill Ackman)

The coming Lithium wars (Daily Reckoning)

Categories
Links

Linkfest: 15 June, 2023

Some stuff I am reading today morning:

Fed holds off on rate hike (CNBC)

NSE 500 cos clock record profits (Fortune)

Bain Capital to sell Axis Bank stake upto $267 Million (MC)

Firms let IPO nods lapse (Rediff)

Race for MG Motor India stake heats up (BS)

Decoding L&T’s Defence blueprint (Forbes)

Company: Writer Information Management Services (BI)

The mysterious Rajesh Exports (Money Life)

This is why you stay the course (Ben Carlson)

Your stock will go down after you buy (Joel Greenblatt)

Categories
Links

Linkfest: 14 June, 2023

Some stuff I am reading today morning:

El Nino biggest immediate risk to markets ( Rediff )

Adani in talks for major debt refinancing ( FE )

HDFC merger to be completed by 20 July ( BS )

Stock Talk : Kennametal ( BI )

Why are Mutual Funds buying Mankind Pharma ( MC )

Company : Tata Advanced Systems ( Forbes )

6,500 HNIs set to flee India in 2023 ( Fortune )

Beauticians Vs Urban Company ( Inc 42 )

VCs remain confident of alternative protein cos ( Tech Crunch )

Compounding Optimism ( Morgan Housel )