Category: Links

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Links

Linkfest: 09 November, 2022

Some stuff I am reading today morning:

13,000 Crore churn due to MSCI India Index rebalancing (BS)

Thread: The FTX drama that is blowing up Crypto (Shaan Puri)

Family Offices may shift to GIFS IFSC (FE)

Company: Sundaram Home Finance (BI)

Thread: Hyperbole of 3i Infotech (Leading Nowhere)

Rebalancing is not always optimal (Bharat Shah)

Do nothing dammit (Anand Sridharan)

Valuations of early stage startups are holding up (Institutional Investor)

META: Corporate Governance (Aswath Damodaran)

Changing world order is approaching Stage 6 (Ray Dalio)

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Links

Linkfest: 07 November, 2022

Some stuff I am reading today morning:

$25-$50 Billion to flow into India in next 1 month (CNBC)

Reliance to acquire METRO Cash & Carry (BW)

Jio to acquire RCom’s tower, fibre assets (BT)

Tirupati Temple richer than Wipro, ONGC (BS)

IT Department conducts survey at Jyothy Labs (MC)

Sector Watch: Dairy (Fortune)

Stock Talk: Adani Ports (FE)

NFTs: Creator Royalties (A VC)

Is your portfolio ready for nuclear war? (Daily Reckoning)

Letter to Investors (Elliott)

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Links

Weekend Mega Linkfest: 05 November, 2022

Some off beat reads for the weekend:

Pakistan is on the edge (Al Jazeera)

Modi’s Mazal Tov ! to Netanyahu (TOI)

What the rise of Fascism really looks like (Spiked)

How Coastal West Africa will shape the coming century (Guardian)

The Ayahuasca Story (Open)

Even the Good Billionaires are Bad (Jacobin)

Kohli’s innings was a song of God (SMH)

The enduring sexism of India’s tech industry (ROW)

The Dig that changed the world (Smithsonian)

The life & death of Anand Pal Singh (Fifty Two)

A touch of moss (Aeon)

How the Kanye West empire came crashing down (DailyO)

Travelogue: India’s first Dark Sky Reserve (Team BHP)

Thread: 12 Jyotirlinga Shivlings of India (Vertigo Warrior)

Thread: Bhoota Kola (Ranvijay Singh)

Categories
Links

Linkfest: 04 November, 2022

Some stuff I am reading today morning:

For first time , currency in circulation declined during Diwali (ML)

US & India correlation broken (Fortune)

The worst final 90 minutes to a FED day (ZH)

UK faces longest recession on record (CNBC)

Central Banks are buying gold at fastest pace in 55 years (Oil Price)

How traditional savouries have captures packaged foods market (MC)

Air India’s turnaround plans (Forbes)

My Investment Journey (Nooresh Merani)

Most of investing success will come from a small no of investments (AM)

Meta Myths (Stratechery)

Categories
Links

Linkfest: 03 November, 2022

Some stuff I am reading today morning:

Fed hikes rates by 75bps (FRB)

US markets fall on Fed intent to continue hiking (CNBC)

RBI prevented complete collapse of economy (Rediff)

Air Asia India now owned 100% by Air India (Fortune)

US Law firms file class action suit against Freshworks (MC)

Hedge Fund Elliott warns of more pain (FT)

Maersk warns of global recession (ZH)

Lessons from Charlie Munger’s Folly (Abhishek Basumallick)

Interview with Caroline Miller (The Market)

Very important & hard to teach (Morgan Housel)