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Linkfest: 06 September, 2024

Some stuff I am reading today morning:

India to top China in Emerging Markets ( DH )

All eyes on US Jobs report ( CNN )

Thread : What happens when the Fed cuts ( Brett )

SEBI employees demand SEBI chief’s resignation ( BW )

It’s curtains for Vistara ( MC )

Stock Talk : Indigo ( Rediff)

Company : HyFun Foods ( Forbes)

New avenues for startup funding ( Fortune)

Intel Honesty ( Stratechery )

Which design era are we in? ( Tomasz Tunguz )

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Links

Linkfest: 05 September, 2024

Some stuff I am reading today morning:

HDB Financial aiming for listing by March (MC)

Reliance wins bid for PLI scheme for Batteries (DH)

SME platforms must become big (Ajay Thakur)

External elements targetting credibility of SEBI ( SEBI )

Oil Prices go below $70 (Oil Price)

Maldives in a downward spiral (BT)

AIF Industry on high growth path (Fortune)

Company: Uniqlo (Forbes)

The most successful investments are obvious (Greenblatt)

Reserves, Recycling and Returns (A VC)

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Links

Linkfest: 04 September, 2024

Some stuff I am reading today morning:

OFS in GIC (DH)

Zero-brokerage model on last legs (Rediff)

Railway Kavach system to be implemented in mission mode (FE)

Non-IT brings riches for Azim Premji (Fortune)

Family squabble at Godfrey Phillips India (Money Life)

Interview with Sanjiv Bajaj (MC)

Company: Paramount Cables (Forbes)

Clean Energy’s next Trillion $ Business (Climateer)

Elusive Alpha, Corrosive Costs (CFA Institute)

The importance of repeat business (Terry Smith)

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Links

Linkfest: 03 September, 2024

Some stuff I am reading today morning:

Sensex, Nifty hit fresh all time highs (Rediff)

Regulators warn of froth in SME market (BT)

54% of IPO shares alloted to investors sold within a week (SEBI)

ICICI Bank rubbishes allegations against SEBI Chief (BSE)

Zee’s Subhash Chandra accuses SEBI Chief of corruption (BS)

Company: Trident (Forbes)

The coming Battery Revolution ( Elpais )

US Battery storage is booming (Oil Price)

Timing the stock market using valuations (Common Sense)

Thread: 94 investing lessons from 94 year Buffett (DGI)

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Links

Linkfest : 02 September, 2024

Some stuff that I am reading today morning:

1.75 Lakh Cr GST collections in Aug ( Rediff )

Indian markets may see volatility in Sept (BW )

Notes on the Indian market ( Market Sense )

Most Indians are one hospitalization away from bankruptcy ( HT )

Company : Quick Heal ( Forbes )

Company : Paramesu Biotech ( BI )

SIPs in debt mutual funds ( MC )

Lessons to become a better investor ( Pari Passu )

Building your moat against AI ( Aswath Damodaran )

Cumulative Vs Cyclical Knowledge ( Morgan Housel )