Category: Links

Categories
Links

Linkfest: 31 October, 2022

Some stuff I am reading today morning:

4 IPOs aim to raise over 4,500 Cr this week (MC)

India’s forex reserves plunge to 2 year lows (Fortune)

FPI’s selloff continues at slower pace (BS)

Indian investors hit hard by US tech rout (FE)

Global wealth destruction (Katusa)

Nothing is as dependable as cycles (Ben Carlson)

The merits of diversification (Sam Ro)

Humble Money Vs Arrogant Money (Aswath Damodaran)

Interview with Polen Capital (Value Investor Insight)

On China’s 20th Party Congress (The Market)

Categories
Links

Mega Linkfest: 28 October, 2022

Some off beat reads for the weekend:

The Red Emperor (Brahma Chellaney)

World faces most dangerous decade since World War II (V Putin)

Time to talk to Russia (American Conservative)

A bleak season ahead for Rishi Sunak (Guardian)

The world awaits Netanyahu (TOI)

The $30 Million Lottery Scam (Atlantic)

The genealogy of Chinese Cybernetics (Palladium)

On Filipino workers overseas (Kenyon Review)

On Rohingya refugees in Bangladesh (Zocalo)

The revolution in Iran (Baffler)

The Crypto Story (Matt Levine)

The Azuljeo tilework of Portugal (Smithsonian)

Thread: The Vitruvian Man (Cultural Tutor)

Breakfast Cycling around Mumbai (Team BHP)

Thread: 10 Things that won’t matter in 10 Years (George)

Categories
Links

Linkfest: 28 October, 2022

Some stuff I am reading today morning:

Tatas to set up India’s first private sector Aircraft manufacturing unit (BW)

RBI schedules additional MPC meeting on Nov 3 (Fortune)

On Kerala HC ruling on Dhanlaxmi Bank (MC)

India’s Russian Oil binge (BS)

P C Jeweller defaults on 3,466 Cr (FE)

Letter to Mark Zuckerberg (Sid Choraria)

Thread: Why most investors don’t succeed (Lyall Taylor)

A Primer on Free Cash Flow (Aswath Damodaran)

The China Dream: To be someplace else (The Market)

Cumulative Vs Cyclical knowledge (Morgan Housel)

Categories
Links

Linkfest: 27 October, 2022

Some stuff I am reading today morning:

Russia shares ‘dirty bomb’ concerns (RT)

India growth amidst global recession (Forbes)

Dabur acquires Badshah Masala (BW)

Stock Analysis: Asahi India Glass Ltd (Dr Vijay Malik)

Making of White Revolution 2.0 (BI)

Managing bad debt reporting (Bala)

3 Lessons from Andrew Beer (Validea)

Trading: On avoiding big losses (All Star Charts)

The absurdity of 100% inflation in Argentina (Guardian)

Expectations & Reality (Morgan Housel)

Categories
Links

Linkfest: 18 October, 2022

Some stuff I am reading today morning:

India headline inflation may have peaked (RBI)

Govt to transfer 16,000 Cr to 8L farmers (Fortune)

Tatas are planning a mega merger of their aviation cos (MC)

Are Indian markets decoupled from Developed markets? (Debashis Basu)

Nifty may hit 20,000 in Samvat 2079 (FE)

Edtech Startups in India (Forbes)

Gold Currency Wars (Katusa)

How to measure Investor Capitulation (Ramp Capital)

Why we still invest in capital intensive businesses (Buffett)

Thread: How Mark Leonard turned $25 Million to $39 Billion (Max Koh)