Category: Links

Some stuff I am reading today morning:

India’s imports from OPEC at all time lows (MC)

India’s fragile Middle Class (BW)

India & the new world order (Gavekal Research)

How HSBC India is gunning for growth (Forbes)

Decoding the banking crisis (Aswath Damodaran)

How to do Business Analysis of mining cos (Dr Vijay Malik)

Oil, the Market’s chew toy (Open Insights)

Full recap of Berkshire Hathaway AGM 2023 (CNBC)

Investing’s Big Blind Spot (Sapient Capital)

Maybe retiring at 35 was a bad idea (Roger Nusbaum)

Some stuff I am reading today morning:

ECB raises rates by 25 bps (BS)

Tata Play files India’s first confidential IPO (Fortune)

Challenges for Jio Financial (BT)

The mysterious Indian giant of oil shipping (Money Life)

Auto giants set their sights on India’s EV market (CNBC)

EV Ride Hailing startup Blu Smart now valued at $250 Million (MC)

ACKO & Lohum tieup for insurance of EV batteries (Saur Energy)

Startup: Skoodle (Forbes)

Second Axiom of investing (Anand Sridharan)

The Unified Content Business Model (Stratechery)

Some stuff I am reading today morning:

Fed hikes by 25 bps ( FED )

On US debt crisis (Stanley Druckenmiller)

Ajay Banga appointed next World Bank President ( MC )

ED raids Mannapuram Finance (Money Life)

Adani stocks under selling pressure (BT)

Minda Corp wants to increase stake in Pricol (FE)

On India’s rural economy (Forbes)

How bad will US Commercial Real Estate get? (Climateer)

Forget Crypto, Buy Gold (Daily Reckoning)

What happened when a company adopted AI (NPR)

Some stuff I am reading today morning:

Half of America’s Banks are potentially insolvent ( Telegraph )

Go First goes bust (BT)

Electric 2 wheeler sales skid (MC)

Implosion of India’s tech startups (BS)

Apple’s Make in India bet (Forbes)

There will be significant losses (Howard Marks)

Research Report: Icahn Enterprises (Hindenburg)

Cutting your way to prosperity (Smead Capital)

AI Market Impact gets real & fast (The Street)

Intelligence Superabundance (Not Boring)