Category: Links

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Linkfest: 05 October, 2022

Wishing readers a very Happy Dussehra

Some stuff I am reading today morning:

Govt approves 26,000 Cr to install 25,000 mobile towers (FE)

How Bank of England threw markets a lifeline (Reuters)

Why Indian Bond Investors are laughing all the way to the bank (Forbes)

Elon Musk to proceed with Twitter acquisition (Rediff)

Stock Talk: Alkyl Amines (Fortune)

Thread: The Grand Lies of Gland Pharma (Beat The Street)

Interview with Mark Schneider, Nestle CEO (The Market)

2 Big Mistakes you make by being a cheapskate (Mohnish Pabrai)

Investors should always ‘average in’ on whats unloved (Rob Arnott)

Softbank: Twilight of an Empire (The Generalist)

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Links

Linkfest: 04 October,2022

Some stuff I am reading today morning:

Record FPI pullout from Indian markets (Fortune)

Credit Suisse and the spectre of instability (MC)

On the $1.2 Trillion PM Gati Shakti Plan (BS)

Rewriting the Yes Bank story (Forbes)

Thread: Electric Ride Hailing Startup Blu Smart (Fin Floww)

Stock Talk: Kamdhenu Ltd (Maniac Markets)

Thread: Low margins, High returns businesses (Ganesh S Nagarsekar)

How to do Business Analysis of Wind Power plants (Dr Vijay Malik)

How Germany’s industrial giants are preparing for Winter (Yahoo)

This is another great moment to buy stocks (Bill Ackman)

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Links

Linkfest: 03 October, 2022

Some stuff I am reading today morning:

SME IPOs catch investors’ fancy (Rediff)

Tulsi Tanti: The Wind Whisperer (MC)

Crypto Exchange WazirX fires 40% of staff (BS)

Stock Talk: Muthoot Finance (FE)

Bollywood is not dead, but decaying (The Print)

Thread: Return on Time (HF Reflections)

Thread: Why was Bank of England forced to intervene? (Macro Alf)

Thread: US Monetary Policy easing on its way (Cathie Wood)

Bonds of Mass Destruction (Last Bear Standing)

Interview with US Bond Giant TCW (The Market)

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Links

Weekend Mega Linkfest: 30 September, 2022

Some off beat reads for the weekend:

Using Nuclear Weapons: This is not a Bluff (Vladimir Putin)

Congress 2022 (M J Akbar)

Who wins from demolishing the EU’s gas lifelines? (RT)

The US blew up the Nordstorm pipelines (Tucker Carlson)

All Unquiet on the Ukrainian Front (American Conservative)

Taliban, Pakistan and the Heroin Networks (SAP)

Iran & the Hijab (Dawn)

Trussonomics is a childish absurdity (Guardian)

The rational case for a British Republic (Spiked)

2 Bombings in 1 Night is common in Sweden (Common Sense)

Rocketland (Verge)

Thread: Dr Ambedkar & Navratri (Dhaval Kulkarni)

A Nepali Dalit Mother’s accounts (Guernica)

Thread: Jan van Eyck, greatest painter of the Renaissance (CT)

Thread: 15 Hard Truths about Psychology & Life (PP)

Categories
Links

Linkfest: 30 September,2022

Some stuff I am reading today morning:

All eyes on RBI MPC meet today (DC)

ONDC to be open for public in Bengaluru from today (BT)

Indian Army to acquire 12 Drone Swarms (BW)

Recyling Startup Lohum gets $200 Million order from Glencore (ET)

Latest Post Office Interest Rates (Basu Nivesh)

Company: Go Colors (Forbes)

Interview with Stanley Druckenmiller (CNBC)

Interview with Bill Gurley (McKinsey)

Interview with Benedict Evans (The Market)

Inflation, Interest Rates & Stock Markets (Aswath Damodaran)