Some stuff I am reading today morning:
Chairman Mukesh Ambani’s speech at RIL 45th AGM (BSE)
Promoter infighting in IFGL refractories (Money Life)
NDTV seeks clarity from SEBI on Adani deal (Rediff)
My thoughts on Tanla AGM 2022 (Abraham George)
Startup: Gameberry Labs (Forbes)
Company: MM Forgings (BI)
On Crisis Investing (The Market)
Is this chart going up or down? (TRB)
Risk is deeply personal (Morningstar)
Great value investing requires thoughtful arrogance (Vitaliy Katsenelson)
Some stuff I am reading today morning:
Speech of Fed Chair Powell at Jackson Hole (FRB)
What to expect from Reliance AGM today (BS)
A Stock trader’s guide to Reliance AGM today (MC)
Adani Group launches open offer for ACC, Ambuja Cements (Fortune)
Maruti Suzuki marks 40 years in India (BT)
Poor controls at City Union Bank (Money Life)
How to do Business Analysis of Hotels (Dr Vijay Malik)
Winning (Bill Gross)
Q2 CY22 Letter to Investors (Pershing Capital)
War, Industry & the Future (Macrodesiac)
Some off beat reads for the weekend:
My Resignation Letter (Ghulam Nabi Azad)
Thread: The man trying to overthrow the Modi Govt (Alok Bhatt)
AAP: The unravelling (Open)
Thread: Delhi Liquor Scam Explained (Agenda Buster)
Thread: Why are Churches opposing Indian Infra? (Anshul Saxena)
The horrors of the war in Yemen (Guardian)
Why Sri Lanka’s collapse looms large over Bangladesh? (Al Jazeera)
Netanyahu on the Iranian nuclear deal (Arab News)
Pakistan’s Generals Vs Imran Khan (Time)
A star is born in Pakistan (Naila Inayat)
How Brown people run the White Empire (Indi Samarajiva)
The Fatwa and the birth of Muslim identity politics (Spiked)
Thread: The Islamic genocide of Hindus (Khalid Murad)
Getting back to Kipling’s India (American Conservative)
Auto: Owner Review BYD E6 Electric (Team BHP)
Some stuff I am reading today morning:
Roys can’t stop Adani from taking over NDTV (Palak Shah)
Govt puts curbs on exports of wheat flour (BS)
HDFC Bank to buy 10% stake in Go Digit Life Insurance (MC)
Don’t worry about Adani’s debt (Quint)
Fiem Vs Lumax (Shalin Shah)
Battery Waste Management Rules, 2022 (Gazette of India)
The incredible green hydrogen potential of China & India (Oil Price)
REITs beat direct real estate investing (Compounding Capital)
Do you really need a PPF account? (Free Fincal)
Skill Vs Luck: Failing to Lose (Novel Investor)
Some stuff I am reading today morning:
Thread: The Ambani connection to Adani’s NDTV takeover (BTS)
Singtel to sell around 13,000 Cr of Bharti Airtel (BSE)
IDBI Bank up for sale (MC)
Vistara is now India’s second largest airline (Forbes)
A customer’s Rs 287 order cost Zomato Rs.10,000 (BT)
Huawei Founder Ren Zhengfei’s dire warning (Pekingnology)
Timing an index fund (Tankrich)
Trend-following Vs Momentum (Mr Zepczynski)
On Retirement (Blair Belle Curve)
Big Beliefs (Morgan Housel)