Category: Links

Categories
Links

Linkfest: 31 January, 2023

Some stuff I am reading today morning:

Adani Group loses 5.56 Lakh Crore in market cap in 3 days (Rediff)

Abu Dhabi’s IHC to invest $400 Million in Adani FPO (BW)

LIC clarifies on Adani shares (MC)

Meet the short seller taking on Adani (SMH)

Reliance to increase gas production by 58% (Fortune)

Maruti crosses 25 million unit sales (FE)

India set to crank up coal power (Oil Price)

Reinventing the Bajaj Chetak (Forbes)

Interview with Ted Weschler (LetterADay)

On Private Equity Valuations (Arpit Lahoty)

Categories
Links

Linkfest: 30 January, 2023

Some stuff I am reading today morning:

Adani 413 Page response to Hindenburg Report (BSE)

All eyes on Adani stocks (BS)

Thread: How did Hindenburg structure its shorts (Vijay Venkatram)

Thread: China wins if Adani loses (R L Narayanan)

Embassy REIT: Stable performance (FE)

Drone attacks on Iran (CNBC)

Interview with Howard Marks (The Market)

The difference between arithmetic and geometric returns (Klementon)

How much house/car I can afford? (Thomas Kopelman)

On the Chinese Property Market (Platinum)

Categories
Links

Weekend Mega Linkfest: 27 January, 2023

Some off beat reads for the weekend:

West is ‘In a War with Russia’ (Viktor Orban)

India’s indifference to Pakistan (M J Akbar)

Pakistan’s dark age (Al Jazeera)

Croatia’s ties with Nazism (TOI)

Brazil :Bolsonaro’s long shadow (Baffler)

Vietnam’s Red Napoleon (Palladium)

Amsterdam’s Under Water Garage (Verge)

The Native Americans who visited Europe (Smithsonian)

Humans Vs Elephants in Hassan (Fifty Two)

Thread: Savitribai Phule was a British missionary (True Indology)

Society weddings in Pakistan (Dawn)

On Fauda’s global journey (Mint)

Thread: Book Launch Strategy of ‘Atomic Habits’ (Rahul Mathur)

Grand Palaces of India (LHI)

Thread: The first known writer in human history (CT)

Categories
Links

Linkfest: 27 January, 2023

Some stuff I am reading today morning:

Indian stock markets moving to T+1 from today (FE)

How Adani is pulling the biggest con in Coporate History (Hindenburg)

Adani Response: Myths of a Short Seller (Adani)

90% of traders in F&O post losses (SEBI)

Zomato stock price continues to plunge (BS)

KM Birla: 5 Trends that will have a multi-year impact (BT)

Policy Bazaar after the IPO (Forbes)

The easiest way to spot a bubble (Onveston)

State of the Bubble (Jeremy Grantham)

World War III: Has it begun? (DR)

Categories
Links

Linkfest: 25 January, 2023

Some stuff I am reading today morning:

Bharti Airtel hikes entry-level plans to Rs 155 (BS)

Zomato stops 10 min food delivery offerings (Rediff)

Demand to cap MNC royalty payments (Fortune)

How Vistara took off to greater heights (MC)

Realty fund managers to raise record amounts (FE)

FreshDesk after the IPO (Forbes)

Interview with JP Morgan’s Marko Kolanovic (CNBC)

The art of contrarian investing (Lance Roberts)

US Recession is not inevitable (MSN)

Year End 2022 Letter to Investors (First Eagle)