Category: Links

Some stuff I am reading today morning:

Tim Cook to welcome customers at BKC Apple today (BT)

Nifty IT index plunges 8% (BS)

ITC @ 400 (MC)

Apple savings account with 4.15% interest rate (CNBC)

Ashwin Desai’s journey with Aether Industries (Forbes)

Value stocks do offer inflation protection (The Market)

Transcript: Buffett interview with Becky Quick (CNBC)

Merger Arbitrage as a Diversification strategy (Alpha Architect)

The World’s about to change “Big Time” (Daily Reckoning)

Real & apparent risk (Seth Godin)

Some stuff I am reading today morning:

Choppy times ahead for IT pack ( MC )

India’s first retail REIT next month ( Fortune )

India’s 2 wheeler exports skid by 18% ( Rediff )

Equity MF flows touch 20,500 Cr in March ( BS )

Transformation at Prabhudas Lilladher ( BI )

Interview with Pulak Prasad ( 7investing)

Invest like Oprah ? ( Contessa )

The ultimate level of wealth ( Common Sense )

Bill Nygren Market Commentary Q123 ( Oakmark )

A shock to lending standards ( TRB )

Some stuff I am reading today morning:

Retail inflation cools to 15 month low (Fortune)

Fed expects banking crisis to cause recession (CNBC)

TCS Q4 net rises 15% to Rs.11, 392 Cr (Rediff)

Inside LTI Mindtree’s $10 Billion plan (Forbes)

Thread: Red Flags at Aditya Vision (Proinvest Nirmiti)

Adani’s $3 Billion Dharavi Revamp (MC)

No Sellers,No Buyers (Irrelevant Investor)

The investing concept of ‘circling your wagons’ (Mohnish Pabrai)

Goodbye, King Dollar (Daily Reckoning)

Obituary: Keshub Mahindra (M&M)

Some stuff I am reading today morning:

IMF lowers India’s growth projections (Rediff)

NSE launches InvITs & REITs index (Fortune)

NSE’s IPO plan faces SEBI hurdle (BT)

Papa John Vs Dominos (Forbes)

Startup: Biocube (BI)

You need Bulls in Bull Markets (All Star Charts)

Interview with Aswath Damodaran (Big Picture)

Take ‘potential winners’ with a grain of salt (Fisher Investments)

What we learnt in Jan-Mar 2023 (Octahedron Capital)

What makes you happy (Morgan Housel)