Category: Links

Some stuff I am reading today morning:

Reliance to buy 40% stake in SW Solar (BS)

What Tatas must do to make Air India fly again (Jitendra Bhargava)

Govt scrambles to avoid power crisis (Rediff)

Q2 FY22 Letter to Investors (Solidarity)

Why we need to find the best stocks in a bear market (Stallion)

Stock Analysis: Asian Energy Services Ltd (Dr Vijay Malik)

Not ideal, but backable promoters (Anand Sridharan)

Study: Amazon’s Cash Flow Statement (Morgan Stanley)

Avoiding China’s ‘fat geese’ businessmen (Aikya)

Learning about risk from Poker ( CFA Institute)

Some stuff I am reading today morning:

Domestic gas price up 62% (FE)

Monsoon to withdraw from Oct 6 (BS)

Why China’s power crunch is a big deal (CNBC)

NCLT directs Zee to consider EGM (CNBC)

Indigo is pushing Spicejet, one station at a time (MC)

Thread: GSFC (Dr Prashant Mishra)

BAF- Balanced Advantage Fakery (MF Critic)

Interview with Jeremy Grantham (Markets)

Research: Value Traps & Deep Learning (Euclidean)

Dangerous Feelings (Morgan Housel)

Some stuff I am reading today morning:

Piramal completes acquisition of DHFL (BS)

Coal India to ramp up fuel supply ( BW )

Domestics Investors’ Chinese bets turn sour (Rediff)

SEBI bans Infosys employee for insider trading (FE)

CredAvenue raises $90 Million in Series A funding (Forbes)

Thread: Ongoing Power Reforms (Multipie Social)

Modi 2.0 : Govt as an Enabler (Debashis Basu)

One sided markets (Barry Ritholtz)

What does price mean when there is no supply? (Doomberg)

Crypto: Axie Infinity has sold $2 Billion of NFTs (Decrypt)

Some stuff I am reading today morning:

Global markets tank (CNBC)

Petrol, Diesel prices to increase further (Rediff)

Marico forays into Chyawanprash (BT)

For sale: SAIL, NBCC, Fertilizer CPSEs (FE)

Stock Talk: Fredun Pharma (Leading Nowhere)

The long road to recovery for small businesses (Forbes)

Evergrande: Tip of the China iceberg (Daniel Lacalle)

Crypto: Sorare Explained (Decrypt)

How are Endowments posting eye popping returns? (RCM Alternatives)

Wealth without work (Charles Hugh Smith)