Category: Links

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 )

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)