Category: Links

Some stuff I am reading today morning:

India invokes Emergency Law for coal-based power plants (Oil Price)

Tata Motors to supply 25,000 EVs to Uber (Fortune)

RBI ban on FLDG arrangement (FE)

Stalemate between Adani & Himachal truckers ends (Rediff)

The dismal reality of IIT placements (MC)

Stock Talk: Polycab (BI)

How to do business analysis of non-ferrous metal cos (Dr Vijay Malik)

Startup: Kissflow (Forbes)

Interview with Jim Chanos (The Market)

The perils of blind coat tailing (Rational Walk)

Some stuff I am reading today morning:

Startup funding becomes more challenging (FE)

Cab aggregators navigate a regulatory maze (BS)

DLF’s K P Singh on Adani controversy (MC)

Bankruptcy resolution process begins at McLeod Russel (Fortune)

Stock Talk: PDS Ltd (BI)

Transcript: Charlie Munger at 2023 Daily Journal AGM (SC)

Emmanuel Todd on the current geo-political situation (Weltwoche)

Remarks delivered at 2023 Munich Conference (George Soros)

Play Defense with your money (Darius Foroux)

Risk eats Return (Verdad)

Some stuff I am reading today morning:

Adani’s deal to buy DB Power expires (FE)

Adani Group touts very healthy balance sheet (Rediff)

MFIs set for better days (BS)

Stock Talk: KP Energy (Intelsense)

Inside Flipkart (ROW)

Charlie Munger on BYD (CNBC)

Softbank halts new funding (Tech Crunch)

The horrifying endgame in Ukraine (DR)

All markets are uncertain (Mark Newfield)

How Spotify’s podcast bet went wrong (Semafor)

Some stuff I am reading today morning:

Air India orders world’s largest airline order (BS)

US inflation rises higher than expected (CNBC)

Our work is not yet done (New York FED)

Mutual Fund industry jittery about TER (FE)

Profits at Paytm (Forbes)

Stock Talk: Fusion Micro Finance (BT)

President Lagarde and the ECB (The Market)

Are fund manager meetings a waste of time? (BI)

Psychology of market tops & bottoms (Ben Carlson)

Thread: Best cos increase advertising during recessions (Val Katayev)