Category: Links

Some stuff I am reading today morning:

FPIs turn positive on India (MC)

Europe is heading into a depression (Tuomas Malinen)

Can India outsmart Chinese handset players? (Forbes)

Adani Power surpasses NTPC in market cap (BS)

L&T to invest $2.5 Billion in green energy (FE)

How to do business analysis of Fertilizer Cos (Dr Vijay Malik)

Report: The Future of Copper (Oroco Resource)

Ethereum: The Merge (A VC)

How to tame regret (Humble $)

Thread: 8 reasons why the P/E ratio can be misleading (Brian Felodi)

Some stuff I am reading today morning:

Discoms of 13 states barred from power trading (BS)

IPO season is back (MC)

Wipro cuts variable pay of employees (Rediff)

Marico eyes 500 Cr from D2C brands (BT)

Convenience fees on flights, movie tickets to be regulated (Fortune)

Pantomath Stock Brokers fined by SEBI (Money Life)

Business as usual at Baillie Gifford (Bloomberg)

Alpha from short term signals (Larry Swedroe)

Interview with Kenneth Tropin (Barry Ritholtz)

Research: SME Exchanges of India (RBI)

Some stuff I am reading today morning:

Centre to provide subsidy to agri loans (Fortune)

SEBI is ignoring customer needs (Debashis Basu)

Blackstone to sell 4,000 Cr of Sona BLW shares today (BS)

GAIL feels blowback from Ukraine war (Rediff)

Dmart eyes five fold growth (FE)

Company: Wagh Bakri (Forbes)

14 years of Mutual Fund Investing (Free Fincal)

The biggest reason for bad valuations (Aswath Damodaran)

The SPAC King goes silent (Yahoo)

Do DIY investors under perform? (Occam Investing)

Some stuff I am reading today morning:

Wholesale Price based inflation at 5 month lows (Rediff)

WTI Crude falls to lowest level since January 2022 (Oil Price)

GIC, Capital Group buy KKR’s stake in Max Health (BS)

IPO Watch : Go Digit (FE)

Startup: Urban Piper (Forbes)

Sector Watch: Textiles (BI)

How to do Business Analysis of Agrochemical cos (Dr Vijay Malik)

The Space Economy (Not Boring)

The shift away from the US $ (The Market)

Letter to The Walt Disney Company (Third Point)