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Linkfest: 31 January, 2024

Some stuff I am reading today morning:

All eyes on FED meeting (CNBC)

IMF raises India’s 2024 growth forecast to 6.7% (BT)

Tata Motors overtakes Maruti Suzuki’s market cap (Fortune)

Swiggy FY23 losses exceeds 4000 Cr (NDTV Profit)

Fidelity cuts Meesho valuation further (FE)

Why Lithium prices crashed by 80% (Oil Price)

On US response to American deaths in Middle East (Politico)

Jamie Dimon’s $4 Trillion machine (NY Mag)

A good idea, well executed (Seth Godin)

Research: Institutions are slow to sell (Alpha Architect)

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Links

Linkfest: 30 January, 2024

Some stuff I am reading today morning:

On Budget 2024-25 (Forbes)

LIC’s proposed stake buyout in HDFC Bank (MC)

Stock Talk: Concor (Yatin Mota)

On India’s nuclear power plans (Power)

SIP is powering India’s Mutual Fund Industry (BS)

Byju’s rights issue at 99% lower valuations (FE)

1992- India’s original Fintech Moment (BW)

Interview with Bryan Whalen (The Market)

The bête noire of private equity (II)

One step closer to War (DR)

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Links

Linkfest: 29 January, 2024

Some stuff I am reading today morning:

FPIs sell heavily in Jan ( BT )

Time to book profits in mid & smallcaps ( Rusmik Oza )

Fractional Ownership in Real Estate ( Bala )

India’s palm oil industry (Carbon Copy)

Company: Puravankara ( BI )

Parking Wars in India (NDTV Profit)

My Twelve Sell Rules (The Market)

Thread: How 2 brothers turned $1 Million to $800 Million (Joe P)

Collapse of the US rooftop solar industry (Time)

Fraud in Asian Stocks ( ACS )

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Links

Linkfest: 25 January, 2024

Some stuff I am reading today morning:

Microsoft hits $3 Trillion market value (BS)

Indian cos can directly list on GIFT IFSC (BT)

China Bulls are paying a heavy price (Straits Times)

Stock Talk: Paytm (Forbes)

United Spirits backs growth guidance (NDTV Profit)

Company: Stanley Lifestyles (BI)

Real Estate: Ayodhya (MC)

Alternative Investing: Invoice discounting (Good Moneying)

When to sell and not sell your high flying investments (Tom Gayner)

The art of looking stupid (Palm Valley Capital)

Categories
Links

Linkfest: 24 January, 2024

Some stuff I am reading today morning:

India is now world’s 4th largest stock market (BS)

Inside story of how Zee-Sony deal collapsed (NDTV Profit)

Why did Mutual Funds bet on Zee? (Money Life)

Tech layoffs continue in 2024 (MC)

Direct Tax to GDP ratio at 23 year high (FE)

Company: MapMyIndia (Forbes)

Company: Syngene (BI)

Byju’s FY22 losses ballons to 8,245 Cr (Fortune)

6 things to know about all time highs (Carson Group)

Decoding ‘story’ (Seth Godin)