Category: Links

Some stuff I am reading today morning:

Cyrus Mistry killed in road accident (BT)

FPI inflows hit 20 month high (BS)

Foreign investors are piling into India’s renewable industry (Oil Price)

China & India urged to support Russia oil price cap (CNBC)

Thread: On the Piramal Demerger (KK)

Stock Talk: Lykis (Dolly)

Thread: Utpal Sheth on Mistakes in Investing (CFA Society)

Buffett’s $18 Billion miss on Disney (Trung Phan)

Crypto is a Ponzi scheme (Paul Krugman)

Pros & Cons of being wealthy (Monevator)

Some stuff I am reading today morning:

PM Modi to flag off INS Vikrant today (Fortune)

GST collections spike 28% over last year (MC)

China locks down Chengdu (Oil Price)

Why Indian IT giants are facing record attrition rates (BT)

Adani Enterprises enters Nifty 50 (BS)

Adani- NDTV tussle over IT Dept approval (FE)

How BSNL can turn around (Rediff)

Company : HUL (Forbes)

Company: Pinnacle Industries (BI)

Entering the Super Bubble’s Final Act (Jeremy Grantham)

Some stuff I am reading today morning:

India GDP grows at 13.5% in April-June quarter (Rediff)

Russia stops gas to Europe (BBC)

India may import wheat (Yahoo)

How Mukesh Ambani will double RIL’s valuation (BT)

Campa Cola to return as a Reliance brand (BS)

Notes from Maruti AGM (MC)

SEBI bans 3 individuals for unauthorised investment advisory (FE)

Property crash in China (Guardian)

China’s steel industry is in crisis (Oil Price)

Thread: Story of the Plaza Accord (PHG)

Some stuff I am reading today morning:

Chairman Mukesh Ambani’s speech at RIL 45th AGM (BSE)

Promoter infighting in IFGL refractories (Money Life)

NDTV seeks clarity from SEBI on Adani deal (Rediff)

My thoughts on Tanla AGM 2022 (Abraham George)

Startup: Gameberry Labs (Forbes)

Company: MM Forgings (BI)

On Crisis Investing (The Market)

Is this chart going up or down? (TRB)

Risk is deeply personal (Morningstar)

Great value investing requires thoughtful arrogance (Vitaliy Katsenelson)