Category: Links

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)

Some stuff I am reading today morning:

Cabinet approves 57,613 Cr PM e-bus Seva Scheme (Fortune)

Startup ESOP cashouts hit $1.5 Billion in 3 years (MC)

OFS in IRFC (BS)

Boeing begins production of Apache helicopters for India (BW)

Rice Prices: Out of Control (BI)

Company: Freshworks (Forbes)

Sukanya Samriddhi may not be enough (Stable Investor)

Holder or Investor? (Humble $)

Cigar Butt Investing (Onveston)

What if Generative AI turned out to be a dud? (Gary Marcus)

Some stuff I am reading today morning:

Telangana CM waives farm loans (BW)

Fitch may downgrade dozens of US banks (CNBC)

Gangwal family to sell $450 Million of Indigo (MC)

Is India back to ‘License Raj’ ? (Fortune)

Company: Cosmo First (BI)

The best performing Nifty Indices (Calm Investor)

Buffett’s 44% CAGR (BHI)

Interview with Ted Seides (Big Picture)

On Second Level Thinking (Howard Marks)

Indian restauranteurs turn London into their playground (Forbes)