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Weekend Mega Linkfest: 02 June, 2023

Some off beat reads for the weekend:

Iran Vs Taliban (Cradle)

How China vexes the West (American Affairs)

Pakistan’s Macro Economic Catastrophe (ORF)

An Indian Muslim watches the unraveling of Pakistan (Print)

Rishi Sunak’s Seance (American Conservative)

Lee Kuan Yew was wrong (Engelsberg)

Henry Kissinger is a disgusting war criminal (Jacobin)

How did Congress win Karnataka (One India)

The Rahul Yadav Deja Vu (Inc 42)

How the modern corporation was invented in England (Declassified UK)

How a Jain became a preacher of Islam (Organiser)

The real Kerala story (Open)

Thread: The secular myths of the Christian West (Cogito)

Between Solitude and Loneliness (New Yorker)

Thread: Acidity (Shreya Shah)

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Links

Linkfest: 02 June, 2023

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)

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Links

Linkfest: 01 June, 2023

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)

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Links

Linkfest : 31 May, 2023

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)

Categories
Links

Linkfest : 30 May, 2023

Some stuff I am reading today:

Vande Bharat trains in every state by this month ( FE )

SEBI warns unregistered investment advisers ( Fortune)

RBI Governor on Governance in Banks ( RBI )

A new Fintech world is upon us ( Rediff )

Startup : Insurance Dekho ( Forbes )

A seed investor who made a difference ( Adam Shapiro )

The stock market is not a casino ( Ben Carlson )

Trading : Smash that reset button ( ASC )

5 things that could knock NVIDIA down ( TRB )

Q1 2023 Investor Letter ( Dan Loeb)