Category: Links

Some stuff I am reading today morning:

Sectoral, Thematic funds catching investor’s fancy (FE)

HUL to sell water purification business (Fortune)

Interview with Tata Motors MD Shailesh Chandra (Rediff)

Used Cars market is thriving (BT)

Supply Chain stresses coming back (Apollo)

Funding winter for startups starts to abate ( DH)

Greed is in the air (Calculated Wagers)

Learning from Walter Schloss (Base Hit Investing)

The Penny Stock Anomaly (Alpha Architect)

Semi-Annual Letter to Shareholders (Fundsmith)

Some stuff I am reading today morning:

The rise of unlisted markets ( DH )

How Zerodha trader reclaimed 9 Lakhs ( Money Life )

India’s AC industry will double in 4 years ( HT )

Wind is generating more electricity than coal in US ( Sherwood)

Company : CSB Bank ( Fortune )

Thread : Agrochemical Stocks ( Fibonalysis )

Stock Talk : Kontor Space ( Smart Sync)

Have clarity on investment timeframe ( Market Sense )

The automatic investing revolution ( Common Sense )

Finding ideas before others ( Microcap Club )

Some stuff I am reading today morning:

Vizhinjam berths first mother vessel ( Fortune )

GeM portal will become world’s largest ( DH )

US inflation falls ( CNN )

Stock Talk : MCX ( RJ )

Sector: AMCs ( Rediff )

How India checkmated China on silver imports ( BW )

Big Oil is investing in Lithium ( Oil Price)

Overconfidence may lead to poor Emergency planning ( AA )

On assessing Operating Performance ( Buffett )

Saudi & Russia, Best Buddies ( DR )

Some stuff I am reading today morning:

Euphoria in Indian IPOs ( Bloomberg )

India’s rooftop solar program ( Hindu )

Company: Voltas ( Rediff )

Banking Crisis in China ( Sina 21 Capital)

Indians are travelling abroad like never before ( Fortune )

Q1 FY25 Letter to Investors ( Solidarity)

Q1 FY25 Letter to Investors ( 2Point2 Capital )

The beginning of the end of market price targets ( Axios )

Does ‘Skin in the Game’s really matter? ( BI )

A Bear Market shock can upend Tech stocks ( Climateer )