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Linkfest: 19 July, 2022

Some stuff I am reading today morning:

Reliance Jio puts in a massive 14,000 Cr EMD for 5G Spectrum (BT)

RBI recommends ban on Cryptos (Fortune)

Tata Technologies IPO on the cards (Rediff)

Thread: Gensol Engineering (Dr Prashant Mishra)

Stock Talk: Globus Spirits (Phoenix Capital)

Stocks for the long run (Ben Carlson)

Gold- Not an inflation hedge, not a safe haven (All Star Charts)

The catch to income investing (Morningstar)

Valuing a Venture Capital Portfolio (A VC)

Sidecar Investing (Scuttlebutt)

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Links

Linkfest: 18 July, 2022

Some stuff I am reading today morning:

Ashishkumar Chauhan gets the top job at NSE (BT)

Rupee @ 80 (Rediff)

FPIs remain in selling mode (BS)

Thread: Aegis Logistics (Anish Moonka)

How Nomura is building its India business (Forbes)

Federal Bank’s NBFC FedFina (BI)

Q1 FY21 Letter to Partners (Solidarity)

Interview with Suresh Soni (MC)

Carson Block: A short seller’s life upended (BNN)

Platinum Trust Quarterly Report (Platinum)

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Links

Weekend Mega Linkfest: 15 July, 2022

Some off beat reads for the weekend:

The Colombo Spring ( Sasanka Perera)

Thread: China & Hambantota Port (Marina Rudyak)

Why Boris Johnson failed (Spiked)

Revealed: British SAS forces killed Afghan prisoners (BBC)

Germany’s prosperity is fueled by Russia (RT)

Should NATO admint Sweden & Finland? (Rand Paul)

Making sense of the Yemen War (Engelsberg Ideas)

The legacy of Shinzo Abe (Al Jazeera)

Twitter Vs Elon Musk (The Verge)

Why won’t Biden resign? (Andrew Tanner)

Thread: On the February 26th Incident of Japan (Nick Kapur)

Devouring the Heart of Portugal (Damn Interesting)

On statues of horses in Jharkhand (Fifty Two)

The Angel Assasin (Truly Adventurous)

Thread: Red Fort was built by Raja Anangpal (V Shuddhi)

Categories
Links

Linkfest: 15 July, 2022

Some stuff I am reading today morning:

India mulls easing windfall tax (Oil Price)

Oil prices tumble ahead of US rate hikes (BS)

Adani Ports wins bid to privatise Israel’s Haifa port (BW)

ED arrests Chitra Ramkrishna in NSE snooping case (Fortune)

LIC’s embedded value is Rs.5.41 Lakh Crore as on 31 March (BT)

Bank of Canada hikes by 100bp (CBC)

Startup: Good Glamm Group (Forbes)

Company: Nilon’s (BI)

Presentation on the current inflationary environment (Bill Ackman)

Jamie Dimon on the US economy (CNBC)

Categories
Links

Linkfest: 14 July, 2022

Some stuff I am reading today morning:

US inflation highest in 41 years (BT)

Inflation likely to cool off in India (FE)

Euro slides to parity with $ (BS)

DRI raids Oppo India (Fortune)

Over 7 Million users downloaded Tata Super App (Rediff)

BJP’s economic gamble (BW)

BEML: Waiting for Wealth (BI)

Startup: Log9 Materials (Forbes)

The amateur investors ruined by the Crypto Crash (Guardian)

How Indian hackers sway litigation battles in US (Reuters)