Categories
Links

Linkfest : 12 July, 2024

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 )

Categories
Excerpts

Where are the long term investors?

Source: Discerene

Categories
Chart

What Drives enormous Market Caps

Source: GMO

Categories
Links

Linkfest : 11 July, 2024

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 )

Categories
Chart

The rise & rise of India

Source : Financial Times