Category: Links

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Links

Linkfest: 01 March, 2023

Some stuff I am reading today morning:

Heat Wave in India (Fortune)

Order in case of front running at Axis Mutual Fund (SEBI)

China’s CCP warns Elon Musk against sharing Wuhan report (CNBC)

Moody’s downgrades Pakistan (MC)

How LinkedIn cracked the India growth story (Forbes)

How to win even before you even start investing (Onveston)

Alexa, what happened? (Ranjan Roy)

Markets can be crazier than you think (Cliff Asness)

Startup Decoupling & Reckoning (Elad Gil)

The $500 Million fraud at Trafigura (FT)

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Links

Linkfest: 28 February, 2023

Some stuff I am reading today morning:

SEBI’s upstreaming diktat may raise risks (FE)

F&O trading volumes are not disproportionate (Nithin Kamath)

Vedanta in trouble (Bloomberg)

Sector: Microfinance (Green Edge)

Technical View: Gas Stocks (Nooresh Merani)

How the dumbest deal in history paid off for Occidental (FT)

The race to dominate Green Hydrogen industry (Oil Price)

The VC’s Customer (A VC)

Would you trade places with Warren Buffett? (Owen Stoneking)

Obituary: Ashwani Gujral (Anuj Singhal)

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Links

Linkfest: 27 February, 2023

Some stuff I am reading today morning:

Sell Off spree continues in FPIs (BS)

Adani Stocks lose 12 Lakh Crore in market cap in a month (Rediff)

Thread: World War 3 may have started (Dr Mahathir Mohamad)

Thread: We can have lost decade for US Equities (Otavio Costa)

How to look at ROE (David Einhorn)

2023 Letter to Investors (Berkshire Hathaway)

Weaponizing Global Depression (Daily Reckoning)

The Earnings Test (Prof Aswath Damodaran)

Wonderful Companies at Wonderful Prices (Polen Capital)

How did China dominate the EV market? (MIT Tech Review)

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Links

Weekend Mega Linkfest: 24 February, 2023

Some off beat reads for the weekend:

Pakistan’s Alien Roots (Sai Deepak)

The rise of Amritpal Singh (Op India)

Thread: Roshni Act of J&K (Agenda Buster)

China’s position on the Ukraine Crisis (FMPRC)

Europe, Interrupted (American Conservative)

Baghdad Memories (Guardian)

Palestinian children are the explosives of the future (TOI)

Can India replace China to be voice of the Global South? (RT)

General Pervez Musharraf & I (Dawn)

Thread: Secular myths of a Christian West (Cogito)

The Suez Canal purchase (Engelsberg)

On Lord Dalhousie (HUYF)

Thread: Analysing one of the greatest speeches in history (CT)

Travelogue: Kamlang Tiger Reserve (Team BHP)

Fraternising with rats at Karni Mata Temple in Bikaner (Mint)

Categories
Links

Linkfest: 24 February, 2023

Some stuff I am reading today morning:

Gold Prices near record highs (Felder Report)

Ajay Banga to head World Bank (BT)

Zee Entertainment lands in NCLT court (BS)

The Hindustan Zinc imbroglio (FE)

On IDBI Bank Divestment (Forbes)

NSE gets SEBI approval to launch Social Stock Exchange (Fortune)

Interview with William White (The Market)

ChatGPT is everything you wanted Bitcoin to be (TRB)

The next BIG Theme (Savant Wealth)

How it all works (Morgan Housel)