Category: Links

Some stuff I am reading today morning:

Apple to triple investments in India (BS)

Peak power demand touches all time high (FE)

Fraud & mismanagement at Cafe Coffe Day (Money Life)

Why Xiaomi is in a downward spiral (Forbes)

Wipro Consumer to launch snack brand (Rediff)

Emkay Global receives SEBI approval for Mutual Fund biz (Fortune)

Paytm’s soundboxes are driving digital payments (ROW)

How to do business analysis of organised retail cos (Dr Vijay Malik)

On Sovereign Gold Bonds (MC)

Gold may be on the cusp of another bull market (Felder Report)

Some stuff I am reading today morning:

India is now the world’s most populous country (Fortune)

Invesestors renewed enthusiasm for Indian Equities (Forbes)

SEBI order against Brightcom (BW)

National Quantum Mission gets Cabinet approval (BS)

Windfall tax back on oil (Rediff)

IT Dept Vs Insurance industry (Money Life)

All that glitters is not gold (Savant Wealth)

Is Saudi Arabia selling oil to China for gold? (Gainesville)

Lessons from holding 1,000 random portfolios (Calm Investor)

The real lessons of Buffett (Real Returns)

Some stuff I am reading today morning:

Govt to achieve 20% ethanol mixing by 2025 (Fortune)

India moves to Taiwan for High Tech imports (Rediff)

8,000 IT notices to taxpayers who claimed charity exemption (BS)

The strike by Blinkit gig workers (FE)

Valuations drop in private markets (Mint)

Ultra luxury homes in India (Forbes)

Lessons from Silicon Valley Bank (Howard Marks)

Interview with Joe Barratta of Blackstone (Big Picture)

What to do when all your stocks appear to be losers (David Einhorn)

So you want to launch a hedge fund? (Net Interest)

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 )