Category: Links

Some stuff I am reading today morning:

PM Modi’s investment tip (BW)

Govt gets tough on EV OEMs (BS)

Hindalco to invest 2,000 Cr in eWaste recycling (Fortune)

How Jio Financial stacks up against rivals (MC)

The untold CaratLane story (Forbes)

Unicorns carve profits in funding winter (Rediff)

Why rich Indians are leaving India (FE)

The Cake theory of Asset Allocation (Oblivious Investor)

Why China’s economy ran off the rails (Noah Opinion)

Ignore original costs while reviewing portfolio (Buffett)

Some stuff I am reading today morning:

Cost of raising a child in India (Mint)

FIR against startup founder Rahul Yadav (BS)

Sector Watch: Paints (Rediff)

Startup : Buyofuel ( Forbes )

Recession is coming (Jeremy Grantham)

Investment lessons from 400 years back (Periscope)

Investing for immortals (Klementon)

Letter to Shareholders (Pershing Square)

Natural Resource Market Commentary (Goehring & Rozencwajg)

How much is enough? (Steve Sanduski)

Some stuff I am reading today morning:

Jan Dhan accounts cross 50 Crore mark (Fortune)

Titan acquisition values CaratLane at 17,000 Cr (MC)

National e-Commerce policy in final stages (FE)

Sunny Deol’s property to get auctioned (BW)

Impact of record ocean temperatures (CNBC)

Interview with Vetri Subramaniam (Morningstar)

Interview with Mohnish Pabrai (Meb Faber)

In search of risk free investments (Aswath Damodaran)

What makes a Value Investor (Seth Klarman)

15 of of my favorite Charlie Munger thoughts (Warren Buffett)

Some stuff I am reading today morning:

MFs step up buying as FPI flows reduce (Rediff)

Markets have already made their highs for the year (Doug Kass)

China’s economic model is “washed up on the beach” (CNBC)

Interview with Kris Gopalakrishnan (BW)

A sting operation on Fin Fluencers (Money Life)

Demerger: ITC Hotels (Fortune)

Stock Talk: Trent (Proinvest Nirmiti)

Company: Bharat Forge (MC)

Startup: Ustraa (Forbes)

Equity Investing demands a decadal perspective (Morningstar)