Category: Links

Some stuff I am reading today morning:

Highlights of PM Modi’s Independence Day speech (BS)

RJ is dead. Long Live RJ (MC)

SBI raises benchmark lending rates by 50 bps (Rediff)

M&M unveils new EV platform (BT)

How Taj Hotels is revamping its business model (Forbes)

RBI wants greater institutional participation in SME IPOs (FE)

A tale of two generations (Anand Sridharan)

4 things Poker taught me about investing (City Wire USA)

Investing is no laughing matter (Morningstar)

6 Qs about the market & the economy (Ben Carlson)

Some stuff I am reading today morning:

EPFO to start investing in InvITs & REITs (FE)

Cash for orders scam in NCLT (Money Life)

India’s startup ecosystem hits records (Mint)

Inflation eats into India’s rural demand (Rediff)

Adani Group to enter aluminium sector (BS)

Fintech startups exult as RBI releases digital lending rules (Forbes)

What moves markets? (Irrelevant Investor)

Litigation Finance as Alternative Investment (Alpha Architect)

10 Lessons from a decade of vertical software investing (Bessemer)

Startup valuations take a haircut (CNBC)

Some stuff I am reading today morning:

Fare caps to go away in Indian skies (MC)

No consensus yet on 28% GST for online gaming, casinos (BS)

NASDAQ soars into bull market as inflation fears recede (ZH)

EU ban on Russia coal goes into effect (Oil Price)

Paytm & Piramal Finance tie-up (Fortune)

PAN to become mandatory for Crypto Investors (Rediff)

Since the stock market bottomed (Irrelevant Investor)

4 ways Longevity is going to affect your retirement plans (Morningstar)

Value Spreads are back to tech bubble highs (Cliff Asness)

Rare skills (Morgan Housel)

Some stuff I am reading today morning:

Govt plans entry barriers for Chinese mobile firms (FE)

Electricity reform plans attract protests (Fortune)

Iran nuclear deal could send oil prices to $80 (Oil Price)

Airtel to launch 5G services this month (Rediff)

Company: Steelbird (Forbes)

Should SDLs be a part of your debt portfolio? (Morningstar)

10 things investors are bad at (Behavioural Investment)

The geopolitics of inflation (Daily Reckoning)

Why the market is bouncing (TRB)

Deep Dive: Alcoa (Value Punks)