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Linkfest: 30 January, 2023

Some stuff I am reading today morning:

Adani 413 Page response to Hindenburg Report (BSE)

All eyes on Adani stocks (BS)

Thread: How did Hindenburg structure its shorts (Vijay Venkatram)

Thread: China wins if Adani loses (R L Narayanan)

Embassy REIT: Stable performance (FE)

Drone attacks on Iran (CNBC)

Interview with Howard Marks (The Market)

The difference between arithmetic and geometric returns (Klementon)

How much house/car I can afford? (Thomas Kopelman)

On the Chinese Property Market (Platinum)

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Links

Linkfest: 27 January, 2023

Some stuff I am reading today morning:

Indian stock markets moving to T+1 from today (FE)

How Adani is pulling the biggest con in Coporate History (Hindenburg)

Adani Response: Myths of a Short Seller (Adani)

90% of traders in F&O post losses (SEBI)

Zomato stock price continues to plunge (BS)

KM Birla: 5 Trends that will have a multi-year impact (BT)

Policy Bazaar after the IPO (Forbes)

The easiest way to spot a bubble (Onveston)

State of the Bubble (Jeremy Grantham)

World War III: Has it begun? (DR)

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Links

Linkfest: 25 January, 2023

Some stuff I am reading today morning:

Bharti Airtel hikes entry-level plans to Rs 155 (BS)

Zomato stops 10 min food delivery offerings (Rediff)

Demand to cap MNC royalty payments (Fortune)

How Vistara took off to greater heights (MC)

Realty fund managers to raise record amounts (FE)

FreshDesk after the IPO (Forbes)

Interview with JP Morgan’s Marko Kolanovic (CNBC)

The art of contrarian investing (Lance Roberts)

US Recession is not inevitable (MSN)

Year End 2022 Letter to Investors (First Eagle)

Categories
Links

Linkfest: 24 January, 2023

Some stuff I am reading today morning:

SAT gives relief to NSE, former bosses (Fortune)

India emerging as an economic powerhouse (BS)

Apple to manufacture 25% of iPhones in India (CNBC)

Adani to list 5 more cos by 2028 (FE)

Rally in stocks on borrowed time (Investing)

MapMyIndia after the IPO (Forbes)

Thread: Takeaways as a Microcap Investor (Gunavanth Vaid)

Netflix’s new chapter (Stratechery)

Keeping Perspective (Bob Seawright)

Photos: Nation Wide Power Breakdown in Pakistan (Dawn)

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Links

Linkfest: 23 January, 2023

Some stuff I am reading today morning:

Gold prices hit new highs (MC)

On Q3 FY23 results of Reliance Industries (Rediff)

PMS schemes under perform Nifty in CY22 (FE)

Stringent guidelines for Social Media Influncers (PIB)

Why OTTs now want films to release in theatres first (BT)

Indigo Paints: Life after IPO (Forbes)

Stock Analysis: Lloyds Metals & Energy Ltd (Dr Vijay Malik)

Interview with Christopher Wood (The Market)

Startups: The Perils of Prudence (Abraham Thomas)

8 Best Techniques for evaluating Character (Ted Gioia)