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Linkfest: 07 July, 2022

Some stuff I am reading today morning:

City Union Bank to raise 500 Cr via QIP (MC)

Chemical Boom Billionaires (Fortune)

Company: Dixon Technologies (Forbes)

Stock Analysis: Laurus Labs (Dr Vijay Malik)

Thread: Chingaari dump (Cryptoo India)

Green Hydrogen-Fuel of the Future (Abhishek Basumallick)

74% of large cap mutual funds have underperformed (Morningstar)

Risk Capital & Markets (Prof Aswath Damodaran)

The worst 6 months ever for financial markets (Ben Carlson)

Why this Crypto crash is different (Coindesk)

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Linkfest : 06 July, 2022

Some stuff I am reading today morning :

Rupee plunges to 79.37 against $ ( Fortune )

Oil prices crash ( FE )

ED raids Chinese phonemaker Vivo ( BS )

Bombay High Court uphelds disqualification of Tata Motors ( BT )

How Nokia became the invisible force behind India Telecom ( Forbes )

IKEA, finally Bengalured ( BI )

Short term momentum and reversals ( Verdad )

The nuances of pricing and valuing stocks ( Massif Capital )

The mushy middle ( TRB )

The Benefits of Boring ( Young Money )

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Linkfest: 05 July, 2022

Some stuff I am reading today morning:

HDFC Bank receives RBI nod for merger with HDFC (MC)

Trading dries up on Indian Crypto Exchanges (BS)

LIC: Tough road ahead (Forbes)

Company: Indira IVF (BI)

Stock Talk: Automotive Axle (Phoenix Capital)

No hotels, restaurants can add service charge automatically (BT)

Crypto platform Vauld suspends operations (Fortune)

Interview with Sarah Ketterer (The Market)

The gap between investor return & investment return (Morningstar)

Turkey’s annual inflation soars to 79% (CNBC)

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Links

Linkfest: 04 July, 2022

Some stuff I am reading today morning:

Refiners stay healthy despite additional excise (BS)

Analysis of windfall tax impact on RIL, MRPL & Chennai Petro (Stocks Populi)

Exchanges approve HDFC-HDFC Bank merger (MC)

SEBI fines Kotak AMC (Fortune)

Company: RMZ Corp (BI)

Mistakes retirees make (Bala)

Interview with Tweedy Browne (The Market)

Why Buffett bought BNSF railroad (Canadian Value)

The Tech industry is bracing for a historic slump (Status Markets)

The Playbook (Ted Lamade)

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Links

Weekend Mega Linkfest: 01 July, 2022

Some off beat reads for the weekend:

Draupadi Murmu: An Epic Choice (PR Ramesh)

Thread: What happened between the Shiv Sena & BJP (Apar Bharat)

Thread: 12 Reasons why Fadnavis decision makes sense (Cogito)

The old establishment is still very powerful (Balbir Punj)

The Case for the Wuhan lab leak theory (Spiked)

Turkey: Jihad against Cyprus (Gatestone)

What NATO’s new strategic concept means for China (RT)

How London’s Olympic legacy was sold out (Guardian)

Thread: Story of New York’s Citicorp Center (Trung Phan)

Harvard must fall (Ayaan Hirsi Ali)

Lessons from a Turkish coup (American Conservative)

How a teacher became one of Nepal’s biggest You Tube star (ROW)

The Indian wine geeks of Silicon Valley (Shobha Narayan)

Thread: Ulysses Grant, Face of the $50 Bill (David Zabinsky)

Auto Review: Mahindra Scorpio-N (Team BHP)