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Linkfest: 01 December, 2022

Some stuff I am reading today morning:

Reliance Capital to go for Liquidation (BS)

Fed Chair Powell on inflation ( FED )

Obituary: Vikram Kirloskar (Forbes)

Amul Butter in short supply (Rediff)

On Bank Defaulter Jatin Mehta, Winsome Diamonds (Money Life)

Samit Vartak on his hits & misses (Morningstar)

Thread: Angel investing in startups Head Quartered Abroad (Aakrit Vaish)

How to avoid ‘Secondhand Smoke’ from illquid investments (II)

The big advantage of stocks is you have to be right in very few (Buffett)

Interview with Boaz Weinstein (Big Picture)

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Links

Linkfest: 30 November, 2022

Some stuff I am reading today morning:

Alibaba to sell Zomato shares worth $200 Million today (BW)

Pilot launch of retail digital Rupee tomorrow (RBI)

Vistara, Air India to merge (Fortune)

Adani Group clinches Dharavi redevelopment bid (MC)

Can GIFT City become the next Singapore or Dubai? (BS)

Satyanarayan Nuwal, the man who built Solar Industries (Forbes)

Adfactors PR: Young at 25 (BI)

Magic Words & Magic Money (Neckar)

3 Reasons why indexing works (Evidence)

Venture Capital Red Flag Checklist (Bill Gurley)

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Links

Linkfest: 29 November, 2022

Some stuff I am reading today morning:

Markets hit fresh all time closing highs (FE)

Jet Airways on the brink (BS)

Amazon to close food delivery business in India (Fortune)

Inside Tata Projects (Forbes)

The story of India Cements (BI)

Thread: Lessons from Bruce Kovner (Brandon Beylo)

The buy & hold mindset (A VC)

How to hold a stock for 20+ years (Joel Tillinghast)

The Cockroach Portfolio (The Market)

Getting Wealthy Vs Staying Wealthy (Morgan Housel)

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Links

Linkfest: 28 November, 2022

Some stuff I am reading today morning:

Adani Enterprises to raise 20,000 Cr (Fortune)

Ravi Narain gets bail in NSE phone tapping case (Money Life)

Inside the colosaal empire of Gautam Adani (BT)

Meet Jayanti Chauhan, Bisleri heir (MC)

India’s impending economic boom (Morgan Stanley)

Letter to Investors (Equirus Wealth)

SSG-The most important metric in retailing (Surge Capital)

Stock Talk: Axis Bank (FE)

Past Performance (TRB)

Protests in China against Zero Covid Policy (BS)

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Links

Weekend Mega Linkfest: 26 November, 2022

Some off beat reads for the weekend:

Why China won’t end its Covid Zero policy (Japan Times)

War in Ukraine reaches a tipping point (American Conservative)

Anti-Shia violence in Afghanistan (Al Jazeera)

Qatar illustrates the ‘human rights’ industry (RT)

New Army Chief in Pakistan (DW)

Pakistan as the wretched disaster of too many (Dawn)

Why America goes to War (Enselberg)

Thread: Debunking myths about Elon Musk (MPU)

Are we really prisoners of geography? (Guardian)

Money runs modern soccer (Jacobin)

The dark side of Dating Apps (Open)

Thread: The Case of Bhima Koregaon (Lokesh)

Thread: Pulp fiction in India (IWTK)

Mahua: The Indian Liquor the British banned (BBC)

Thread: Roman walls of Lugo (Cultural Tutor)