Categories
Links

Linkfest: 24 November, 2022

Some stuff I am reading today morning:

Fed to hike in smaller increments (CNBC)

Gautam Adani weighs $5 Billion fund raise (BS)

ED seizes 16 Crore of Alphageo (ANI)

5 Big Trends changing Global Markets (Capital Group)

The Superpowers of Second Time Founders (Hunter Walk)

Private Equity & SaaS Valuations (Tanay Jaipuria)

Why I stopped short selling (Russell Clark)

What’s next for cautious investors? (BI)

Some thoughts on investing (Collab Fund)

What really matters? (Howard Marks)

Categories
PMS

Marcellus : Kings of Chutzpah

Categories
Chart

It’s the PE Ratio, Stupid

Hat Tip : NS

Categories
Chart

China : Karma is a Virus

Source : Financial Times
Categories
Links

Linkfest: 23 November, 2022

Some stuff I am reading today morning:

Ambani says Indian economy will hit $40 Trillion by 2047 (BS)

Australia approves FTA with India (Rediff)

Madras HC issues notice to Govt over tax slabs (Money Life)

GoM agrees to tax online gaming at GST rate of 28% (BT)

Bitcoin hits 2 year low (CNBC)

Europe races to stock up on Russian Diesel (Oil Price)

The best uncorrelated asset (Waiters Pad)

Why I invested in Petro China Vs Yukos (Buffett)

Happy Talk (Humble $)

More bearish action before bull can run (ZH)