Category: Links

Some stuff I am reading today morning:

Tesla may emerge has India’s 3rd largest car manufacturer (BT)

Patanjali Foods cancels Green Shoe option of OFS (MC)

Bosch to focus on hydrogen technology (Fortune)

Stock Talk: Five Star Business Finance (FE)

IPO Watch: Netweb Technologies India (MII)

The dancing elephant: A New India (Sunil Singhania)

Talk at MDI Gurgaon (Mohnish Pabrai)

Thread: Top mistakes to avoid while filing ITR (Sharan Hegde)

My failings as an investor (Christine Benz)

Elon Musk & Twitter (Not Boring)

Some stuff I am reading today morning:

Patanjali Food launches OFS (MC)

Online gaming industry fears lakhs of job cuts (Fortune)

IPO Watch: Utkarsh Small Finance Bank (Arun Kejriwal)

Elon Musk launches AI company (The Street)

Inflection Point in the semiconductor cycle (The Market)

Company: Gemfields (BI)

How to financially prepare for the unexpected (GenY Planning)

Bernstein on a Bullet Proof portfolio (Random Rogers)

Easy Life (Darius Foroux)

The rise & rise of Zhong Shanshan (FE)

Some stuff I am reading today morning:

GST Council imposes 28% GST tax on gaming (BW)

Impact of monsoon fury in North India (BS)

Cos that have shown consistent profit growth (Morningstar)

What went wrong at PharmEasy (Forbes)

Ride hailing startup Blu Smart takes on Uber (FT)

Thread:Bull Market still has legs (Ravi Jain)

Can Quick Commerce ever make profits (Fortune)

Trading the Night Effect (Two Quants)

Q1FY24 Letter to Investors (Solidarity)

2023 Semi-Annual Letter to Investors (Fundsmith)

Some stuff I am reading today morning:

Foxconn pulls out of Vedanta JV (Forbes)

Lenders tell SC to wind up Jet Airways ( BS )

Indian co linked to Russian Oil disappears ( Oil Price )

Company: Anupam Rasayan ( BI )

The Credila success story ( Rediff )

Size does matter (2Point2 Capital)

5 Revealing Pictures ( Sapient Capital )

Beware the BBQ pitch ( Katusa )

Never be in a hurry to sell ( Tom Gayner )

Memo : Taking the temperature ( Howard Marks )

Some stuff I am reading today morning:

India could become a magnet for FDI (BS)

Unease over Reliance Retail buyback offer (FE)

Swiggy, Zomato discounts are a farce (Forbes)

RIP HDFC Ltd (Bala)

How Air India got funds to buy planes (Rediff)

India’s Lab-grown Diamonds (MC)

The economics of selling on the Internet (FTM)

Six Criteria to avoid value traps (Validea)

Remember, Don’t fight the FED? (Ben Carlson)

Customer traction is the hardest part (Seth Godin)