Categories
Links

Linkfest: 29 February, 2024

Some stuff I am reading today morning:

Why markets got spooked by SEBI advisory to MFs (MC)

Modus Operandi of rigging SME IPO stocks (SEBI)

Shriram Finance to replace UPL in Nifty 50 (NDTV Profit)

Bitcoin surges past $60,000 (HT)

India blocks China-led pact at WTO (Rediff)

Solid, Liquid & Inox (Forbes)

AI needs lots of electrical transformers (Climateer)

Ultra HNIs to grow 50% in 5 years (FE)

Tracking difference in ETFs & Index Funds (MS)

Dance with the Portfolio that brought you (F&F)

Categories
Links

Linkfest: 28 February, 2024

Some stuff I am reading today morning:

Vodafone Idea to raise 45,000 Cr (Rediff)

SC contempt notice to Patanjali (BS)

Moscow warns of NATO-Russia conflict (CNBC)

SEBI’s crackdown on unregistered advisories (MC)

Reddit IPO breakdown (Only CFO)

The perfect company does not pay dividends (Thierry Borgeat)

Buffett & 3 Hedge Funds (Roger Lowenstein)

The Maxell Man Market (QTR)

Used cars & Microcaps (Microcap Club)

Temptation to Trade (Rational Walk)

Categories
ConferenceCall Power

Thermal Power: 2 Lakh Crore Opportunity

Source: Earnings Call of Power Mech Projects Ltd

Categories
ConferenceCall Macro

India: Hot Core

Source: Earnings Call of Schaeffler India Ltd

Categories
Links

Linkfest: 27 February, 2024

Some stuff I am reading today morning:

US & India: A tale of two bull markets (FT)

Adani Defence sets up South Asia’s largest ammunition complex (Fortune)

On Reliance-Disney merger (BT)

SAIL’s potential 4000 Cr windfall (BW)

Why Whirlpool sold its India stake (CNBC TV18)

Kitex CEO Sabu Vs Kerala CM Vijayan (OnManorama)

Financial shenanigans at Bilcare (Money Life)

Thread: On Hold Forever (Skwigglylines)

How much cash should one’s portfolio have (Oblivious Investor)

Gemini & Google’s culture (Stratechery)