Category: Links

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Links

Linkfest: 20 June, 2023

Some stuff I am reading today morning:

Indigo places record order for 500 Airbus A320 aircraft (BT)

HDFC Credila to be sold for 9,060 Cr (MC)

The stocks driving the Nifty rally (FE)

Net inflows into equities decline to a 2 year low (BS)

Textile stocks threading their way to bull party (BL)

Inside Triveni Turbine’s audacious global gambit (Forbes)

SEBI justifies ‘urgent action’ against ZEE Entertainment (Rediff)

Meta’s Moat (Deep Dives)

Stock Based Compensation in Software Cos (Voss Capital)

The Cardinal Sin of Investing (Howard Marks)

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Links

Linkfest: 19 June, 2023

Some stuff I am reading today morning:

Top Cos have to ‘confirm’ or ‘deny’ media reports in 24 hours (Fortune)

Micron flags tax concerns in India (FE)

Is Hero’s Board reduced to a Zero? (Money Life)

Financial irregularities at Sequoia backed startup Mojocare (BS)

Interview with Sonal Varma (Forbes)

Buffett’s Japan bets have tripled in value (Yahoo)

Lessons inherited from a Value Investor (Ruffer)

Crypto’s bucket shop problem (Investor Amnesia)

Two Dollars to Win (Humble $)

Chile’s nationalization of the Lithium industry (Katusa)

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Links

Weekend Mega Linkfest: 16 June, 2023

Some off beat reads for the weekend:

Drought is the next pandemic (Guardian)

India-US ties reaching a turning point (Print)

The historical roots of Russia’s scorched earth policy (Engelsberg)

US War plans for Iran (Jacobin)

Its politics as usual in Iraq (Arab News)

How British policy aided Osama Bin Laden (Declassified UK)

The rise & fall of Imran Khan (Dawn)

The China-Pakistan Economic Corridor (ORF)

Thread: Why Congress wants to ban Bajrang Dal (Star Boy)

Deities & Devotees at a film festival (Jai Arjun)

The Indian city where noone goes hungry (BBC Travel)

Zanskar: Magic Mountains (Open)

Automakers are cramming fake stuff into EVs (Verge)

Drive: Dhanushkodi (Team BHP)

Thread: The Pandit who offered Bali of Pathans (Gaudiya)

Categories
Links

Linkfest: 16 June, 2023

Some stuff I am reading today morning:

Indigo acquires 61% market share (BT)

Govt to collect record dividends from PSUs (MC)

Tesla in India (Forbes)

Thread: Ridiculous surveillance measures by SEBI (Anand Mohan)

Interview with Christopher Wood (Rediff)

Big Ticket Realty (Fortune)

What does an “analyst” do? (Capital Gains)

5 Common Portfolio mistakes (Morningstar)

One Trend that most investors are missing (Bill Ackman)

The coming Lithium wars (Daily Reckoning)

Categories
Links

Linkfest: 15 June, 2023

Some stuff I am reading today morning:

Fed holds off on rate hike (CNBC)

NSE 500 cos clock record profits (Fortune)

Bain Capital to sell Axis Bank stake upto $267 Million (MC)

Firms let IPO nods lapse (Rediff)

Race for MG Motor India stake heats up (BS)

Decoding L&T’s Defence blueprint (Forbes)

Company: Writer Information Management Services (BI)

The mysterious Rajesh Exports (Money Life)

This is why you stay the course (Ben Carlson)

Your stock will go down after you buy (Joel Greenblatt)