Some stuff I am reading today morning:
Half of America’s Banks are potentially insolvent ( Telegraph )
Go First goes bust (BT)
Electric 2 wheeler sales skid (MC)
Implosion of India’s tech startups (BS)
Apple’s Make in India bet (Forbes)
There will be significant losses (Howard Marks)
Research Report: Icahn Enterprises (Hindenburg)
Cutting your way to prosperity (Smead Capital)
AI Market Impact gets real & fast (The Street)
Intelligence Superabundance (Not Boring)
Some stuff I am reading today morning:
First Republic sold to JP Morgan (The Street)
GST April 2023 collections at all time highs (BT)
FPI investors pump in 11,631 Cr in April 2023 (Fortune)
Brookfield, Bharti close 5,000 Cr deal (MC)
SEBI’s Adani probe hits a wall (Rediff)
How metals are forging a recovery (Forbes)
Thread: Gensol Engineering (Ojas Agrawal)
Gold will be the Blowoff Valve (Zero Hedge)
Interview with Stanley Druckenmiller (You Tube)
Vietnam: A beneficiary of Foreign Investment (Palladium)
Some off beat reads for the weekend:
Endgame Karnataka (Open)
On India-Nepal border disputes (ORF)
Famine in East Africa (Al Jazeera)
Why the world has turned against Israel (Spiked)
Mexico’s Lynching Problem (American Conservative)
Britain is Dead (Palladium)
De-Dollarization kicks into high gear (Cradle)
Inside the crisis at Juventus (Guardian)
The Origin of the Kurds (Times of Israel)
The birth of the Pakistan Army (Dawn)
Debt shaming in Nigeria (ROW)
The Prince of Montenegro (Truly Adventurous)
Thread: Last stand of Rajputs at Somnath (Jay Vardhan Singh)
Auto Review: MG Comet EV (Team BHP)
Thread: A brief history of your favourite fonts (Cultural Tutor)
Some stuff I am reading today morning:
GCPL buys Raymond’s FMCG biz ( Fortune )
Hopes fade for Jet Airways ( FE )
On Right to Repair ( Forbes )
Rent compensation from builder is not taxable income ( Money Life)
Influencers are not the problem ( Safal Niveshak )
No confidence in the FED ( BS )
Cash is the most active investment of them all ( Discipline Funds )
How to produce Trillionaires ( True Blue )
Infinite Replay Value ( Investment Talk)
Some things I think ( Morgan Housel )
Some stuff I am reading today morning:
Maruti Suzuki to set up new plant as profit doubles ( BS )
Tata Starbucks crosses 1,000 Cr in sales ( BT )
Active clients at NSE reduce ( Rediff )
Sugar prices at 11 year highs ( MC )
US markets : Calm before the storm ( FE )
Startup : HerKey ( Forbes )
Company : Lighthouse Learning ( BI )
VC funding in India drops 74% ( Fortune )
Ankiti Bose Vs Mahesh Murthy ( Money Life )
Interview with Matthew Fine ( Value Investor Insight)