Category: Links

Some stuff I am reading today morning:

BHEL bags order of India’s largest hydro project (PSU Watch)

Paytm launchs Card Soundbox (Mint)

Oil reaches new 2023 high (Oil Price)

How RBI is allowing defaulters to keep their cos (Money Life)

The takeoff and crash landing of Naresh Goyal (Rediff)

Why EV Charging Infra rots (Fortune)

Startup: Veeba India (Forbes)

Brand: Tanishq (BI)

Inherited financial advice could be misleading (Morningstar)

The difference between gained and lost dollars (Michael Burry)

Some stuff I am reading today morning:

My resignation letter (Uday Kotak)

ED arrests Naresh Goyal (Fortune)

The making of Equirus Capital (BI)

Interview with Devina Mehra (Morningstar)

Buffett, 93 is still at the top of his game (CNBC)

Neglected aspects of investing (Investment Talk)

Tell me a story (Prof Galloway)

Retirement: Fear of running out of money (WaPo)

Instinct can beat analytical thinking (HBR)

China in trouble (Katusa)

Some stuff I am reading today morning:

Adani family secretly invested in own shares (Guardian)

OFS in Five Star Finance (MC)

Economy at cusp of new private Capex cycle (Fortune)

Listed oil PSUs as petty political pawns (Money Life)

Brazil looks at India for Defence (FE)

JSW to enter EV space (BT)

‘Grift Shift’ into AI stocks (II)

Company: Latent View (BI)

Interview with Cole Smead (The Market)

The Great Wealth Migration (Daily Reckoning)

Some stuff I am reading today morning:

India’s record dry August (BS)

32 Cos apply for IT Hardware PLI Scheme (BT)

Reliance loses zero-debt status (FE)

Why the rural economy isn’t out of the woods (Forbes)

Technical View: Interesting Charts (Nooresh Merani)

Gullible investors lured by fake trading profits (Money Life)

Optimizing Position Sizing (Flyover Stocks)

Why we don’t talk our book (Buffett)

Quarterly Letter to Investors (Hayden Capital)

How China became the King of new nuclear power (CNBC)