Category: Links

Some stuff I am reading today morning:

Europe-Middle East-India trade corridor is a big deal (Guardian)

Sentiment turns stronger for steel stocks (Rediff)

Interview with Anil Goel (Akshat Jain)

Investing Journey of Rajiv Khanna (Akshat Jain)

Fireside chat with Govind Parikh (Akshat Jain)

Ahmedabad as Startup Hub (Forbes)

Nobody knows anything, John Wick edition (Big Picture)

The real Yale model (Capital Allocators)

Learning from Bernard Arnault (Masters Invest)

China’s economy is about to collapse (Empire Research)

Some stuff I am reading today morning:

US President Biden in India today (MC)

India’s policy contradictions (CNBC)

Foxconn Chief excited about India (Rediff)

L&T wins $4 Billion order from Saudi Aramco (BS)

Why FMCG cos want a bite of Haldirams (FE)

Bubbles & Bubbles (Irrelevant Investor)

Sing me a song of valuation (Wisdom Tree)

The rise & fall of ESPN’s leverage (Stratechery)

Even if you knew the future (Microcap Club)

Respect & Admiration (Morgan Housel)

Some stuff I am reading today morning:

Red hot US economy revives rate hike bets (The Street)

IPO investors ride the bull run (Rediff)

SEBI keen to introduce fractional ownership (BT)

Interview with Pankaj Tibrewal (Prashant Nair)

IPO: Jupiter Life Line Hospitals (FE)

Company: Sterling Tools (BI)

Interview with Kidzania Founder Xavier Ancona (Forbes)

How BYD snatched Tesla’s crown (ROW)

Return on Hassle (RadReads)

Thread: How Shelby Davis turned $50,000 to $900 Million (Idea Hive)

Some stuff I am reading today morning:

Jio Fin to be excluded from NSE indices from tomorrow (Rediff)

SEBI to usher in 1 hour trade settlement (BS)

Be cautious in small caps (Vivek Kumar Gujrati)

SBI MF: Betting Big with AIFs (Forbes)

Competition intensifies for Cipla (BT)

M&M’s investment in RBL Bank (Money Life)

Ride hailing startup Blu Smart crosses 400 Cr in ARR (MC)

On Margin of Safety (Value Investing)

Dollar Cost Averaging Wins (Ben Carlson)

Dull is likely to win in investing (BI)