Linkfest : 25 May, 2022

Some stuff I am reading today morning :

Govt weighs in on edible oil, sugar ( FE )

On the Adani, Ambani rivalry ( BS )

Grasim doubles down on Paints business ( BW )

Startup : Uravu Labs ( Forbes )

Thread : Why markets are imploding ( Bill Ackman )

You have to buy when prices are falling ( Bill Miller )

You can probably time the market ( Rubin Miller )

Grim Diesel ( Doomberg )

On the global food crisis ( Daily Reckoning )

Ukraine could be beginning of Third World War ( George Soros )


Linkfest: 24 May, 2022

Some stuff I am reading today morning:

Losses widen at Zomato (BS)

How Paytm ended up with a deserted Mall (Forbes)

Forced Service Charges of restaurants (Fortune)

How Organic India set a new trend (BI)

On development of passive funds (SEBI)

The Transcript : Jan-March 2022 ( DSP )

Overpriced companies in the private markets (Howard Lindzon)

Bitcoin could fall to $8,000 (CNBC)

Thoroughly conscious ignorance (Anand Sridharan)

Q1 2022 Investor Letter (Hayden Capital)


Linkfest: 23 May, 2022

Some stuff I am reading today morning:

Thread: GOI introduces anti-inflation measures (Nirmala Sitharaman)

Adani’s biggest bet (BI)

Thread: Visaka Insider Selling (Sanjay Kumar Elangovan)

What is ailing textile hub Tiruppur (BT)

Axis MF sacks second fund manager (Rediff)

Crypto Crash: A Wake-Up Call (Forbes)

How this ends (A VC)

Trying too hard (Morgan Housel)

The Year of Breakdown (Daily Reckoning)

Inflation: Disparate Effects on Company Values (Aswath Damodaran)


Linkfest: 20 May, 2022

Some stuff I am reading today morning:

SC: GST Council recommendations are not binding (FE)

Indonesia reverses ban on palm oil exports (Fortune)

The $ problem for Emerging Markets (US News)

Company: SIS (Forbes)

Rajratan’s global ambitions (BI)

Cars24 fires 600 employees (BS)

Interview with Siddhartha Bhaiya (Morningstar)

What we learnt from Q1 2022 earnings calls (The Transcript)

Capitulation Playbook (Barry Ritholtz)

Nothin’ but the Rent (Trevor Jackson)


Linkfest: 19 May, 2022

Some stuff I am reading today morning:

Sell off intensifies on Wall Street ( CNBC )

Ruchi Soya to become Patanjali Foods (BS)

Bidders walk out of BPCL privatisation (Rediff)

Germany’s Wholesale Price Inflation hits 23.8% (BI)

Ajay Piramal’s next battle (BT)

State run cos to decide on disinvestment (Fortune)

Gross margin problem for tech startups ( David Sacks)

Tiger Global is scaling back (Tech Crunch)

The Contrarian Curse (Daily Reckoning)

The complex economics of growing old (Minnepolis Fed)