Category: Links

Some stuff I am reading today morning:

Why are FIIs fleeing Indian stocks (Forbes)

India’s space economy to touch $44 Billion (MC)

Adani group to refinance $4.5 Billion in debt this month (FE)

ED arrests four Vivo officials (BW)

The Thalaiva at Murugappa Group (Fortune)

Paul Tudor Jones on the markets (The Street)

The challenge of shorting equities (Big Picture)

The paradox of past performance (BI)

A reminder of what’s important (Irrelevant Investor)

Avoid stress to become a better investor (Klement)

Some stuff I am reading today morning:

Vodafone India warns of existential threat (MC)

On MCX Tech Transition (BW)

Sector: Paints (Rediff)

Company: Laurus Labs (Fortune)

Startup: Cradlewise (Forbes)

Interview with Anish Tawakley (Morningstar)

The art of reinvesting (Proinvest Nirmiti)

Aim for the middle (Humble $)

Patience in Investing (Validea)

5 Common Client Concerns (CFA Institute)

Some stuff I am reading today morning:

Oil prices jump 4% (CNBC)

Oil traders are focused on Iran (MC)

India to be oil’s biggest consumer (Oil Price)

RBI Governor’s Statement (RBI)

SEC: Crypto has no inherent or innate value (Decrypt)

Company: Joyalukkas (BI)

Memo to Investors (Stalwart Advisors)

The Tide is going Out (Collab Fund)

Reaction Time is important (Microcap Club)

Research: On Market Share (Morgan Stanley)

Some stuff I am reading today morning:

Reliance Retail aims at 2025 IPO (Rediff)

How Adani short sellers targetted Indian markets again (BW)

India-UK FTA talks near closure (BS)

Market Bipolarity: Exuberance Vs Exhaustion (Aswath Damodaran)

Why people pick stocks (Investment Talk)

Tail between the legs (Klementon)

On Economic Moats (Flyover Stocks)

Crypto: Magic Internet Money (Young Money)

The thin line between bold and reckless (Morgan Housel)

10 Quotes that shaped my investment philosophy (Big Picture)

Some stuff I am reading today morning:

Cabinet hikes LPG subsidy (BS)

Higher US rates continue to weigh on Indian markets (FE)

EM bond yields are sending a worrying signal (Bloomberg)

Higher oil prices threaten profit margins (Rediff)

Company: MediaTek (Forbes)

Polygon in trouble (Decrypt)

Himalaya Wellness Vs The Liver Doc (Money Life)

Higher for Longer Vs Stock Market (Common Sense)

The sustainable secret of the Battery world (Collab Fund)

Investing in an age of disruption (Tsai Capital)