Source: Investor Presentation of Oil & Natural Gas Corporation Ltd
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Linkfest: 31 May, 2022
Some stuff I am reading today morning:
Indian IPOs inundated with bogus applications (Fortune)
Commodity prices may have peaked (FE)
EU agrees on partial ban on Russian oil imports (CNN)
The Paradoxes at Davos 2022 (Gautam Adani)
India’s wheat procurement remains subpar (Rediff)
Poor Q4FY22 results for LIC (BS)
A fight for survival for Indian startups (Forbes)
Strategies to mitigate tail risk (Larry Swedroe)
Value Investing is not all about Tech (Cliff Asness)
What’s going on in Chinese Real Estate market? (Yield Dive)
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GPIL: Captive Profits
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Linkfest: 30 May, 2022
Some stuff I am reading today morning:
US surpasses China to become India’s largest trading partner (BS)
Coal shortages in India are worsening (BW)
Investigations continue in Axis MF front running case (Rediff)
Big Tech selloff is long overdue (Bloomberg)
On a painfully strong $ (FE)
The decade of cheap Uber rides is over (Slate)
IQ isn’t enough for investing success (Humble $)
Strip Club Indicator (Indy100)
Learnings from super investor Robert Wilson (Novel Investor)
Memo: Bull Market Rhymes (Howard Marks)