Some stuff I am reading today morning:
Jensen Huang resigns as Nvidia CEO (Yahoo)
Oct retail inflation crosses 6% (Forbes)
Trump says US doesn’t need Iran deal (JPost)
Chennai’s Adyar Ananda Bhavan sells majority stake (MC)
Zee’s 600 Cr Buyback offer (NDTV)
Thread: India’s Ship Building Value Chain (Raghav Wadhwa)
Nvidia: The China Problem (Culper Research)
Charlie Munger’s Secret Sauce (WSJ)
Why not fall in love with a Company? (Microcap Club)
Learning from Rejection (Seth Godin)
Some stuff I am reading today morning:
Amul hikes milk prices (NDTV)
Nvidia preparing to oust CEO Huang (Yahoo)
India bans black mass exports (Rediff)
China restricts exports of drone components (DroneEU)
Direct Tax receipts rise 11.8% (FE)
Stock Analysis: Force Motors Ltd (Dr Vijay Malik)
Yttrium in demand (OP)
Don’t spend future inheritances (FA)
I am a Value Added Investor (Microcap Club)
Is FOGO the new FOMO? (Tony Isola)
Some stuff I am reading today morning:
Foreign investors return to India (BS)
How Indians shopped this Diwali (NDTV)
US 10Y back to 5% (CNBC)
Adani unveils $120 Billion Capex plan (Fortune)
Company: Liberty Shoes (BI)
The expanding cityscape of Luxury (BT)
The AI Trade deconstructed (Aswath Damodaran)
Blue Asteroid, Gold Bullion (DR)
1998 all over again (The Market)
The gamble of your life (Nick Maggiulli)
Some stuff I am reading today morning:
Oil prices crash on Iran peace hopes (OP)
Bitcoin struggles to hold $75,000 (DH)
Jensen Huang could face $80B divorce settlement (MC)
US is using the Huang affair for its own interests (Jukan)
India is struggling to make batteries (FE)
Interview with BiofuelCircle CEO (BW)
Company: Lokesh Machines (BI)
8,000 Cr ambition of HEG Advanced (Ramkumar)
Stock Talk: Shilpa Medicare (Murali)
Outperformance of UK stock markets (BI)
Some stuff I am reading today morning:
Apology letter of Nvidia CEO Jensen Huang (Nvidia)
NSE’s Electronic Gold Receipts take off (CNBC)
8 Diwali Picks (Birch Tree)
Company: Syrma SGS (BI)
Stock Talk: West Coast Paper Mills (BTS)
Sellside Research: Powergrid (ICICI)
How Bhadresh Shah built AIA Engineering (FE)
Nike hit with Fatwa (Climateer)
The Marble Ledger (DR)
Being right can make you a worse investor (Morningstar)