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Linkfest: 08 December, 2022

Some stuff I am reading today morning:

RBI raises repo rate to 6.25% (BW)

Statement of RBI Governor Das (RBI)

Global markets continue to fall (MC)

ED attaches 200 Cr of assets of Sobha (Money Life)

More car makers to hike prices in January (Rediff)

Company: Adani Wilmar (Fortune)

“Stop Losses are Stupid” (All Star Charts)

A Memo to Investors (Albert Bridge Capital)

Ideas that changed my Life (Morgan Housel)

Oil, Gold & LCLo(SP)R (Zoltan Pozsar)

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Links

Linkfest: 07 December, 2022

Some stuff I am reading today morning:

Foreign funds can own over 51% of IDBI Bank (MC)

Foreign funds pile into Indian Financials (BS)

Fitch raises India’s GDP forecast to 7% (FE)

US manufacturing orders from China down 40% (CNBC)

India’s deep discounts on Russian crude will stay (Rediff)

How Ravi Modi built the Manyavar brand (Forbes)

Has SEBI lost the battle against illegal advisors (Money Life)

Advice for the debt investor (R Sivakumar)

Let Crypto burn (FT)

Russia is Winning the War (Daily Reckoning)

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Links

Linkfest: 06 December, 2022

Some stuff I am reading today morning:

Unlicensed advisors are managing hundred of crores (MC)

Adani Green now world’s largest wind-solar hybrid developer (Fortune)

The Mahindra growth story is getting started (Forbes)

EV startups make auto parts manufacturers see red (FE)

A global plastics treaty is coming (BS)

Yesterday’s selloff should be a wake up call for investors (Market Watch)

The key to making better market predictions (Bob Pisani)

How to identify & value quality businesses (Bill Nygren)

LVMH and the Luxury strategy (Punch Card Investor)

On the Twitter Buyout (Last Bear Standing)

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Links

Linkfest: 05 December, 2022

Some stuff I am reading today morning:

Foreign investors increase allocation to India (FE)

Santa rally for railway stocks (MC)

Interview with HDFC Bank CFO S Vaidyanathan (BT)

Stock Talk: Patanjali Foods (Dolly)

How to get lucky (Sahil Bloom)

A bear market in everything (Novel Investor)

Wall Street’s 2023 outlook for stocks (Sam Ro)

Russia refuses to accept EU’s oil price cap (BS)

China’s Zero Covid Policy is dead (ACS)

How Billionaire Michael Goguen got conned (Intelligencer)

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Links

Linkfest: 02 December, 2022

Some stuff I am reading today morning:

Softbank to sell 5% in Policy Bazaar today (MC)

RBI seen raising rates (BW)

Saurabh Mukerjea’s PMS is underperforming deeply (Mint)

How CFOs become the fall guys (Forbes)

Quality at the Right Price (Brian Langis)

IIFL MF launches India’s first tax saver index fund (Fortune)

Are MF NAVs near all time highs? (Stable Investor)

Thoughts on the Crypto market (Arca)

How VCs can get avoid getting tricked by obvious frauds (Rohit Krishnan)

What we learned in Q3 CY2022 (Octahedron Capital)