Category: Links

Some stuff I am reading today morning:

Retail inflation cools to 15 month low (Fortune)

Fed expects banking crisis to cause recession (CNBC)

TCS Q4 net rises 15% to Rs.11, 392 Cr (Rediff)

Inside LTI Mindtree’s $10 Billion plan (Forbes)

Thread: Red Flags at Aditya Vision (Proinvest Nirmiti)

Adani’s $3 Billion Dharavi Revamp (MC)

No Sellers,No Buyers (Irrelevant Investor)

The investing concept of ‘circling your wagons’ (Mohnish Pabrai)

Goodbye, King Dollar (Daily Reckoning)

Obituary: Keshub Mahindra (M&M)

Some stuff I am reading today morning:

IMF lowers India’s growth projections (Rediff)

NSE launches InvITs & REITs index (Fortune)

NSE’s IPO plan faces SEBI hurdle (BT)

Papa John Vs Dominos (Forbes)

Startup: Biocube (BI)

You need Bulls in Bull Markets (All Star Charts)

Interview with Aswath Damodaran (Big Picture)

Take ‘potential winners’ with a grain of salt (Fisher Investments)

What we learnt in Jan-Mar 2023 (Octahedron Capital)

What makes you happy (Morgan Housel)

Some stuff I am reading today morning:

Indian sugar prices climb (BS)

CNG vehicles sales are up 82% in 5 years (Rediff)

Amul Vs Nandini (BT)

Titagarh Wagons rolls along (BI)

What I learned about investing from Darwin (Ceo Biz)

Thread: My view on Hotel stocks (Aniket Krishna)

The dangerous assumption in today’s PE ratios (TFR)

Leading from the heart (A VC)

Q4 FY23 Letter to Investors (2Point2 Capital)

2022 Letter to Investors (Chamath Palihapitiya)

Some stuff I am reading today morning:

RBI Governor Das Statement on Monetary Policy (RBI)

Indian consumers cut back non-essential spending (Fortune)

China-Taiwan tensions rise (Reuters)

Company: Sutlej Textiles (BI)

Startup: GetVantage (Forbes)

How to do business analysis of sugar companies (Dr Vijay Malik)

Making ends meet after retirement (Bala)

An inferno of Compound Interest (Best Interest)

One of the biggest mistakes in investing (Ben Carlson)

The world is dropping the US $ (DR)