Category: Links

Some stuff I am reading today morning:

Enhanced Surveillance Measures for micro cap cos (MC)

RBI likely to pause on June 8 (Rediff)

Tatas to build 13,000 Cr Lithium Ion Battery factory (Fortune)

Russian oil is now 42% of India’s total oil imports (FE)

Why Info Edge lost faith in Bijnis (Forbes)

Fractional Ownership in Real Estate (Bala)

Stock Talk: Redington India (Unfair Advantage)

Wise words from Sam Zell (Novel Investor)

Its time to disentangle from China (Yale Insights)

Carl Icahn: The hunter becomes the hunted (SMH)

Some stuff I am reading today morning:

Institutions lap up Coal India shares (Rediff)

Cut in Fame II subsidies for EV 2 wheelers (BT)

MFIs to see 30% growth in FY24 (MC)

Tax implications of depositing 2000 Rs notes (BS)

The coming wave of AI (Fabricated Knowledge)

Dividend investing is dead (Random Rogers)

Fear hurts our investing (Microcap Club)

Political risk & investing (Massif Capital)

Thee 77% threshold (Seth Godin)

Paying Attention (Morgan Housel)

Some stuff I am reading today morning:

India’s economy grew by 7.2% in FY23 (Rediff)

Govt to sell stake in Coal India (BT)

Fed Rate hike bets accelerate (The Street)

Indian 10 year yield below 7% (FE)

ECB warns of a sharp selloff (CNBC)

SEBI pushes for greater disclosures for FPIs (BS)

UPI scams on the rise (MC)

Structural trends in the media & entertainment industry (The Market)

Billionaires & the evolution of over confidence (Forking Paths)

A look at Wealth from the funnel of scarcity (Morningstar)

Some stuff I am reading today morning:

Mutual Funds are loading up on IT stocks ( Rediff )

Blackrock cuts Byju’s valuations by 62% ( BS )

Valution cuts continue for Unicorn startups ( FE )

Startup : Lets Shave ( Forbes )

The hidden cost of covered call writing ( CAIA )

My strategy for investing in Banks ( Buffett )

Carl Icahn’s End Game ( Semafor )

Reinventing yourself isn’t easy ( RetireBy40 )

The Bet against Financial Advisers (TRB)

Tesla whistle blower case could be serious ( Brad Munchen)