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Linkfest: 19 July, 2023

Some stuff I am reading today morning:

Special pre-open session for Reliance Industries (MC)

Outward remittances surge to $2.9 Billion in May (Rediff)

Its raining orders for small electric bus manufacturers (FE)

Total Energies signs $27 Billion deal with Iraq (Oil Price)

Technical outlook on the markets (Nooresh Merani)

Mid-Year assessment for 2023 (Aswath Damodaran)

Market’s rise has nothing to do with earnings growth (Axios)

Why I am bearish over the remainder of 2023 (Real Money)

The market will regularly tell you’re an idiot (Seth Klarman)

Without the bad parts (Seth Godin)

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Links

Linkfest: 18 July, 2023

Some stuff I am reading today morning:

Sheela Foam to buy Kurlon for 2,150 Cr (Tribune)

20% Ethanol blending in Petrol by 2025 (Fortune)

The rise of Angel Networks in India (Inc42)

Interview with Temasek on India plans (MC)

Interview with Marko Papic (The Market)

How to get rich in the markets (Big Picture)

A blueprint for 10 Baggers (BBS)

Why is the stock market so strong (Daily Reckoning)

Warning Indicators (Katusa)

Some of our best businesses don’t grow (Buffett)

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Links

Linkfest: 17 July, 2023

Some stuff I am reading today morning:

FPIs continue to bet on Indian Equities (MC)

India’s exports dip (Fortune)

US Treasury Secretary Janet Yellen on India (FE)

India’s Social Stock Exchange (Forbes)

US office real estate (CFA Institute)

3 overrated financial concepts (Ben Carlson)

Slow Burn Minsky Moments (James Montier)

The high price of low volatility (Bill Nygren)

Filtering the ideal funnel (Neckar)

And yet I did okay (Humble $)

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Weekend Mega Linkfest: 14 July, 2023

Some off beat reads for the weekend:

Lord Rama’s homecoming (Open)

ISRO launches Chandrayaan-3 (Mint)

India is the breakout partner for the US (ORF)

Europe clamors for greater India ties (Arab News)

Why India chose Rafale (India Today)

On Prigozhin’s Mutiny (Larry Johnson)

Foreign mercenaries in Ukraine (RT)

How Hip Hop fuelled Egypt’s revolution (Guardian)

Caught in the India-Pakistan Crossfire (Dawn)

The patriotism of ethnic minority Britain (Spiked)

Qatar Vs Gulf Powers (Crisis)

Hezbollah at the gates of the Gallilee (Cradle)

Thread: 10 insights from Napoleon (Jash Dholani)

Thread: Indian Soldiers in Beijing (Paperclip)

Thread: 2022 Convocation Address at GNLU (Live Law)

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Links

Linkfest: 14 July, 2023

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)