Category: Links

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Links

Linkfest: 04 October,2022

Some stuff I am reading today morning:

Record FPI pullout from Indian markets (Fortune)

Credit Suisse and the spectre of instability (MC)

On the $1.2 Trillion PM Gati Shakti Plan (BS)

Rewriting the Yes Bank story (Forbes)

Thread: Electric Ride Hailing Startup Blu Smart (Fin Floww)

Stock Talk: Kamdhenu Ltd (Maniac Markets)

Thread: Low margins, High returns businesses (Ganesh S Nagarsekar)

How to do Business Analysis of Wind Power plants (Dr Vijay Malik)

How Germany’s industrial giants are preparing for Winter (Yahoo)

This is another great moment to buy stocks (Bill Ackman)

Categories
Links

Linkfest: 03 October, 2022

Some stuff I am reading today morning:

SME IPOs catch investors’ fancy (Rediff)

Tulsi Tanti: The Wind Whisperer (MC)

Crypto Exchange WazirX fires 40% of staff (BS)

Stock Talk: Muthoot Finance (FE)

Bollywood is not dead, but decaying (The Print)

Thread: Return on Time (HF Reflections)

Thread: Why was Bank of England forced to intervene? (Macro Alf)

Thread: US Monetary Policy easing on its way (Cathie Wood)

Bonds of Mass Destruction (Last Bear Standing)

Interview with US Bond Giant TCW (The Market)

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Links

Weekend Mega Linkfest: 30 September, 2022

Some off beat reads for the weekend:

Using Nuclear Weapons: This is not a Bluff (Vladimir Putin)

Congress 2022 (M J Akbar)

Who wins from demolishing the EU’s gas lifelines? (RT)

The US blew up the Nordstorm pipelines (Tucker Carlson)

All Unquiet on the Ukrainian Front (American Conservative)

Taliban, Pakistan and the Heroin Networks (SAP)

Iran & the Hijab (Dawn)

Trussonomics is a childish absurdity (Guardian)

The rational case for a British Republic (Spiked)

2 Bombings in 1 Night is common in Sweden (Common Sense)

Rocketland (Verge)

Thread: Dr Ambedkar & Navratri (Dhaval Kulkarni)

A Nepali Dalit Mother’s accounts (Guernica)

Thread: Jan van Eyck, greatest painter of the Renaissance (CT)

Thread: 15 Hard Truths about Psychology & Life (PP)

Categories
Links

Linkfest: 30 September,2022

Some stuff I am reading today morning:

All eyes on RBI MPC meet today (DC)

ONDC to be open for public in Bengaluru from today (BT)

Indian Army to acquire 12 Drone Swarms (BW)

Recyling Startup Lohum gets $200 Million order from Glencore (ET)

Latest Post Office Interest Rates (Basu Nivesh)

Company: Go Colors (Forbes)

Interview with Stanley Druckenmiller (CNBC)

Interview with Bill Gurley (McKinsey)

Interview with Benedict Evans (The Market)

Inflation, Interest Rates & Stock Markets (Aswath Damodaran)

Categories
Links

Linkfest: 29 September, 2022

Some stuff I am reading today morning:

Centre gives 4% hike in Dearness Allowance (BS)

Can Blu Smart overtake Ola, Uber? (Mint)

Oracle bribed Railway officials in India (Fortune)

Trouble at Repco Home Finance (Money Life)

The man who wants to save Dhanlaxmi Bank (Forbes)

Technical View: Kirloskar Group Stocks (Nooresh Merani)

Gold Beating (Katusa)

You cannot get rich with a Weather Vane (Warren Buffett)

Why do Russian executives keep dying? (Grid)

Engaging with History (Morgan Housel)