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Links

Linkfest : 09 July, 2024

Some stuff I am reading today morning:

Tata Group airlines move closer to merger ( FE )

23% rise in life insurance premium collection ( DH )

Maruti dispatches 2 Million vehicles through Indian Railways ( HT )

Company : HDFC Bank ( Rediff )

Xiaomi’s plans for India ( Forbes)

Bajaj after Rahul ( Fortune )

Bill Ackman wants to monetised his Twitter account ( Sherwood )

Gold as a safe haven in a warming world ( Oil Price)

Interview with Brian Klass ( Big Picture)

The paradox of lessons ( Seth Godin )

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InvestorPresentations

Hariom : No Compromise

Source : Investor Presentation of Hariom Pipes Industries Ltd

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Chart

Supply Vs Demand

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Links

Linkfest: 08 July, 2024

Some stuff I am reading today morning:

Modi in Moscow today ( BT )

Average housing prices appreciate by 50% in Delhi-NCR ( DH )

EVs haven’t taken off despite subsidies ( Rajiv Bajaj )

Sector : Health Insurance ( Ganesh Nagarsekar )

Stock Talk : Godrej Properties ( Rediff )

AI’ $600 Billion Question ( Sequoia)

On the special relativity of investment horizons ( Discerne )

Bad Assets Vs Good Liabilities ( Fundoo Professor )

The Degenerate Economy ( Howard Lindzon )

FAQ on Passive Investing ( GMO )

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Links

Weekend Mega Linkfest: 05 July, 2024

Some off beat reads for the weekend:

Modi’s Moscow Mission (RT)

Russia-Ukraine War is like US Civil War (Dmitri Medvedev)

Israel & Hezbollah heading towards war (Open)

Israel’s Two Big Lies (Tablet)

The resilence of China’s economy (Yao Yang)

Canada’s Khalistani doublespeak (First Post)

RAW is targeting CPEC in Pakistan (Tribune)

American Militarism in South Asia (Friday Times)

What is behind Kenya’s protest movement? (Crisis)

UK Universities on the brink of disaster (Guardian)

How US ensured ISIS conquered Mosul (Cradle)

The misfortunes of War (Engelsberg)

What we can learn from British East India Company (IM1776)

Trekking: Annapurna Circuit (Team BHP)

Nothing is yours (Dinyar Bharucha)