Category: Links

Some stuff I am reading today morning:

China starts military drills around Taiwan ( CNN )

Indigo airlines post bumper profits ( Fortune )

Thread : 12 Observations on Consumer Brands ( Arindam Paul )

How India became world’s third largest startup hub ( Forbes )

China’s iron ore imports expected to hit record high ( Oil Price )

Economic Collapse in Bhutan ( CNBC )

The most unexpected breakout of 2024 ( DR )

Avoiding the Behaviour Gap ( Big Picture )

How lies spread ( Irrelevant Investor)

The Ultimate Life Coach ( Mr MM )

Some stuff I am reading today morning:

Bumper RBI dividend to Govt ( BS )

Major rejig of GST, Customs Duty being planned ( FE )

Regulations on the way for SME IPOs ( BW )

Tata Motors is now most profitable co of Tata group ( Rediff )

Adani Group accussed of Coal Scam ( Money Life )

Nvidia shows no signs of AI slowdown ( CNBC )

Charts : Risk On across the globe ( All Star )

Profile : Terry Smith ( Pari Passu )

Buffett : Don’t underestimate the role of luck ( AM )

Survival ( Microcap Club )

Some stuff I am reading today morning:

India marketcap hits $5 Trillion ( Fortune )

Stock valuations may not be sustainable ( FE )

Curious case of huge haircuts at NCLT ( BT)

Vivo overtakes Samsung in India ( Forbes )

Company : Ashiana Housing ( BI )

Stock Talk : Jagsonpal Pharma ( Watchlist )

Interview with Nilesh Shah ( Rediff )

On Cash Flow Statements ( Foot Notes Analyst )

A tool for testing investor confidence ( BI )

Why we still believe in Gold ( Unherd )

Some stuff I am reading today morning:

FPIs withdraw 28,200 Cr from Indian equities in May (BS)

Markets stare at $14.5 Billion outflow risk (Forbes)

RBI cracks whip on co-lending deals (MC)

Debt-to-EBITDA at a decadal low (FE)

Ashok Hinduja’s leverage in the RCap deal (BW)

Commodity: Gold (BI)

Interview with Stanley Druckenmiller (CNBC)

A Masterclass with Bill Miller (Investment Talk)

The Stock Market’s great Paradox (The Market)

The Life Hedge (Jared Dillian)