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Linkfest: 04 July, 2023

Some stuff I am reading today morning:

Sensex, Nifty touch new highs (BW)

The stock market rally that shocked everyone (Bloomberg)

Reliance Jio launches Jio Bharat Phone (MC)

IDFC First Bank to merge with IDFC Ltd (BT)

76% of 2000 Rs Notes have been returned (RBI)

India’s debt markets & FPIs (FE)

How IITs are fuelling the startup boom in India (Forbes)

IBC in severe distress (BI)

Interview with Larry McDonald (The Market)

My dumb equity investment mistake (Morningstar)

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Links

Linkfest: 03 July, 2023

Some stuff I am reading today morning:

FPI investments hit 10 month high (Rediff)

Taiwan’s Gogoro to invest $1.5 Billion in India (Fortune)

9 Lives of Subhash Chandra (Money Life)

Stock Talk: Vasa Denticity (RJ)

Stock Analysis: Ramco Industries (Dr Vijay Malik)

Latest Post Office Interest Rates (Basu Nivesh)

What Jennifer Lopez’s portfolio can teach women about investing (Forbes)

Spending Tip: Don’t (Humble $)

How should you judge your investment performance (Common Sense)

Fear of Acorns (Ted Lamade)

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Links

Linkfest : 30 June , 2023

Some stuff I am reading today morning:

Reliance’s aggressive plans for beauty space ( Fortune )

SEBI tightens FPI disclosures ( BT )

IPO Watch : Cyient DLM Ltd ( Arun Kejriwal )

Why are online pharmacies bleeding ? ( Forbes )

Thread : On VC funding ( Nithin Kamath )

Artificial Intelligence as a mega force ( II )

The power of doing nothing ( Guy Spier )

What do you believe ? Why ? ( Big Picture )

A few Questions ( Morgan Housel )

Portfolio Theory ( Seth Godin )

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Links

Linkfest: 28 June, 2023

Some stuff I am reading today morning:

Bank Nifty Expiry back on Thursday (BSE)

Tata Tech gears up for IPO (MC)

Gujarat’s MSMEs reel under loss of demand (Forbes)

Prosus slashes valuations of Byju’s by 75% (BW)

Regulatory woes hit e-pharma sector (Rediff)

Sanjiv Mehta signs off from HUL (FE)

How to report foreign stocks in income tax returns (Mint)

New Asset Class: Senior Living (BI)

Commodities Diversification: Is it worthwhile? (Monevator)

Reality as reassurance (Seth Godin)

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Links

Linkfest: 27 June, 2023

Some stuff I am reading today morning:

7 cos have IPOs this week (Fortune)

IPO Watch: ideaForge (Arun Kejriwal)

IPO Watch: Cyient DLM (MC)

Tax Evasion at Shree Cements (Money Life)

Why Amazon,Google raised their India bets (Rediff)

Company: Siegwerk India (BI)

Have debt , won’t pay (Bala)

AI’s winners, losers and wannabes (Aswath Damodaran)

Do private investments belong in a diversified portfolio? (Morningstar)

Malthus and the misallocation of Capital (The Market)