Category: Links

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Links

Linkfest: 10 October, 2022

Some stuff I am reading today morning:

Direct tax collection jumps 24% in first half of FY23 (Rediff)

India-UK FTA agreement faces possible deadlock (BT)

Indian exporters worry about EU recession (BS)

The Steel Dilemma (Fortune)

Why the Venture Debt market is bubbling (Forbes)

Company: SRL Diagnostics (BI)

Is the P/B ratio still relevant? (Value Investing)

How do interest rates impact REIT returns (Evidence Investor)

The Swiss National Bank made a huge mistake (The Market)

Presentation: The Cycle has changed (Platinum)

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Links

Weekend Mega Linkfest: 07 October,2022

Some off beat reads for the weekend:

Amitabh Bachchan: Legend & Legacy (M J Akbar)

On Rahul Gandhi’s Bharat Jodo Yatra (Vir Sanghvi)

Gangland killings in Netherlands (Guardian)

The slow decay of the Conservative Party (Spiked)

Barack Obama still doesn’t get it (Jacobin)

The future of American Jews on campus (TOI)

The Sugar Babies of Stanford University (Nicola Buskirk)

Thread: How Demography is Destiny (Agenda Buster)

Thread: What the British found in Africa (Taz)

Swami Vivekananda: Guru to the World (Smithsonian)

Thread: Netaji & Durga Puja (Paper Clip)

Landslide at Kasauli (Fifty Two)

Thread: Vietnam through an Indian tourist’s eyes (Nikhil Narayanan)

Photographing Tigers in the wild (Team BHP)

Birding in Mizoram’s Phawngpui National Park (Mint)

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Links

Linkfest: 07 October, 2022

Some stuff I am reading today morning:

SEBI orders shutting down of ratings agency Brickworks (BT)

World currency reserves shrink by $1 Trillion (BS)

Is the rally in ITC over? (Rediff)

Timken India’s innovation engine (Fortune)

How to do Business Analysis of Steel Cos (Dr Vijay Malik)

Thoughts on Draft National Electricity Plan (Intelsense)

Company: Suguna Foods (Forbes)

Is Elon Musk overpaying for Twitter (Sid Choraria)

Growth Investing ain’t about the rates (GMO)

Good Enough (Morgan Housel)

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Links

Linkfest: 06 October, 2022

Some stuff I am reading today morning:

India is now the largest producer & consumer of sugar (BT)

Dip in external demand hits exports (Rediff)

‘Offer for Sale’ mechanism to get mega boost (BS)

Why is Mukesh Ambani batting for a stronger BSNL? (BW)

Havells’ fiery risk taker (Fortune)

Company: Gyan Dairy (Forbes)

Company: Senco Gold (BI)

The Witch of October is here (CFA Institute)

Political Risk & why we don’t invest in China (Massif)

Aave: The Crypto Conglomerate (The Generalist)

Categories
Links

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)