Category: Links

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)

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)

Some stuff I am reading today morning:

Russian State TV says US has declared war on Russia (Newsweek)

Indian Mutual Funds are favouring more cash (MC)

Minutes of the 08 Feb RBI MPC Meet (RBI)

Minutes of the 01 Feb FED FOMC Meet (FED)

Mukesh Ambani to stream IPL for free (BS)

SEBI plans to allow perpetual funds (FE)

Why UK biz remains a drag on Tata Steel (Rediff)

Thread: Beware Madhavbaug users (Dr Prashant Mishra)

Company: Kent RO Systems (BI)

Short Termism is our default setting (Joe Wiggins)

Some stuff I am reading today morning:

Indians can transfer money to Singapore with UPI (Fortune)

Income Tax raids on Uflex (Money Life)

Implications of longer trading hours (MC)

Wall Street analysts warn on 2023 stock rally (The Street)

Stock Talk: Allcargo (Forbes)

Startup: Exzod India (BI)

Thread: Takeaways from Bengaluru Aero Show (Kiran D)

Thread: Notes from the 2023 TIA 20 20 Summut (Akshat Jain)

On Smallcap Investing (Nick Maggiulli)

Content is King again (Tidal Wave)