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Linkfest: 25 March, 2025

Some stuff I am reading today morning:

Nifty, Sensex erase YTD loss (BW)

Imposing Tariffs on countries importing Venezuelan oil ( WH )

Press Release of latest SEBI Board Meeting (SEBI)

How Kumar Mangalam Birla is expanding his empire (BT)

The curious case of India Volatility Index (Forbes)

Nobody knows beyond a point (Nooresh Merani)

How are inherited Mutual Funds taxed? (Fortune)

Never sell a great business (Mohnish Pabrai)

Webinar in the age of AI (Tomasz Tunguz)

Waves & Tides (Seth Godin)

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Links

Linkfest : 24 March, 2025

Some stuff I am reading today morning:

India’s oil imports hit all time highs (OP)

Passenger vehicle sales crash ( Rediff)

Stumbling stock market raises specter of reckoning (Yahoo)

Key financial mistakes to avoid before March 31st (DH)

Company: Ather Energy (Fortune)

SEBI relaxes norms for Mutual Fund Employees (CM)

The stock market is always changing (CS)

Geopolitical risks are in the rise (Mr Zepczynski)

Index Three Ways (Humble $)

A closer look at Options Based strategies (AQR)

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Weekend Mega Linkfest: 21 March, 2025

Some off beat reads for the weekend:

Interview with PM Modi (Lex Fridman)

China is trying to kneecap Indian manufacturing (Noah Opinion)

Egypt willing to absorb half a million Gazans (JPost)

The warmongers in the EU (RT)

Sadly, Trump is right on Ukraine (The Hill)

The Big Baloch Question (Open)

Bloody clashes in Syria (Crisis)

Meir Kahane’s ghost in Israeli politics (Guardian)

Europe’s last Latin Kingdom (Engelsberg)

The historical engima of Maulana Hasrat Mohani (OpIndia)

Thread: Rana Kumbha (Right Singh)

My Grandpa, the Fascist (New Lines)

An open letter to UN from a Rohingya Refugee (Dhaka Tribune)

Thread: The astronomical significance of Holi (Savitri M)

Trek: Winter Kuari Pass (Team BHP)

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Links

Linkfest: 21 March, 2025

Some stuff I am reading today morning:

Tariffs are coming April 2 (The Street)

Hindalco to invest 45,000 Cr (Fortune)

Bain Capital to invest 4,385 Cr in Manappuram Finance ( MC)

SEBI directs ex CNBC anchor to disgorge 6.16 Cr in illegal gains (ML)

Stock Talk: BSE (BW)

US Commerce Secretary recommends buying Tesla stock (Axios)

A stronger yen could effect Japan tourism (CNBC)

Anti Dividend Investing (Alpha Architect)

Turning $5 Million into $100 Million (Collab Fund)

Great stocks evolve but most investors don’t (Microcap Club)

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Links

Linkfest: 20 March, 2025

Some stuff I am reading today morning:

China markets to outperform Wall Street (CNBC)

FED leaves rates unchanged ( FED )

Indian Economy continues to demonstrate resilience (RBI)

Nepal’s iconic Khukri Rum enters India ( Fortune)

Company: HAL (Forbes)

Rising geopolitical risks with Iran (OP)

Interview with Yen Liow (Capital Allocators)

Navigating Finances in your 40s (Flyover Stocks)

Credit Card & Travel Hacking (WCI)

Beautiful Vs Practical Advice (Morgan Housel)