Source: Pulak Prasad, What I Learned About Investing from Darwin
Categories
Don’t Align with Unaligned Owners
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Linkfest: 19 May, 2023
Some stuff I am reading today morning:
Japan stocks surge to highest since 1990 (CNBC)
SEBI to crackdown on suspicious trading (BS)
India can lead the Web 3.0 Revolution (Forbes)
M&A deal volumes plummet by 90% (BW)
L&T Finance joins the big league (BI)
On Zero-Day Options (Yahoo Finance)
One of our favourite chart patterns (Climateer)
On the AI bubble (Daily Reckoning)
Second Order thinking (Bob Seawright)
How the US film industry mitigates financial risk (CEPR)
Categories
Mega Trend: India ESDM
ESDM- Electronic System Design & Manufacturing
Source: Investor Presentation of Kaynes Technology India Ltd
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India’s Hockey Stick Curve
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Linkfest: 18 May, 2023
Some stuff I am reading today morning:
Cabinet approves PLI schems for IT hardware (BW)
FIIs turn bullish on India (FE)
Online bond platforms see sharp jump in retail participation (MC)
How Quant investing is helping investors beat the market (Forbes)
Interview with Aswath Damodaran (The Long View)
Interview with Raghuram Rajan (The Market)
Things professional investors should say but can’t (BI)
Gutter Capital wants to upend the VC model (Fast Company)
The Triumph of Debt (Daily Reckoning)
Mr. Market is in denial over TINA’s passing (Felder Report)