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Links

Linkfest : 21 December, 2022

Some stuff I am reading today morning :

SEBI to phase out open market buybacks ( BS )

17 Cars will not be able to run from April 2023 ( India Today)

India on new Covid alert ( FE )

Thread : Covid Crisis in China ( Eric Feigi-Ding )

Thread : On BoJ’s change of policy ( Jim Bianco )

On bad loans of PSU Banks ( Money Life)

Interview with Siddhartha Bhaiya (BT)

Startup : Koo ( Forbes )

How probabilities can work in your favour ( Onveston Letter )

Are great investors lazy? ( Neckar )

Categories
Cartoon

Bear Market Q

Categories
BrokerageStocks

The Rise & Rise of Zerodha

Source: Zerodha

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Links

Linkfest: 20 December, 2022

Some stuff I am reading today morning:

Defence, aerospace exports to treble in 5 years (BS)

Dabur India promoters to sell stake today (MC)

IPO: KFIN Tech (Arun Kejriwal)

Sector : Sugar (Fortune)

Stock Analysis: Godfrey Phillips (Dr Vijay Malik)

Startup: Bombay Shaving Company (Forbes)

Letter to Customers (Zerodha)

Crypto’s Crash reinforces old lessons (Morningstar)

Not another 2023 outlook (Real Returns)

Research: Capital Allocation (Michael Mauboussin)

Categories
Excerpts

Bubble in Private Markets

Source : Ruchir Sharma, Financial Times