Tag: linkfest

Some stuff I am reading today morning:

Meet Ashok Vaswani, new CEO of Kotak Bank (BT)

Cash holdings with MFs at 16 year low (Rediff)

Rural recovery for FMCG cos takes a pause (BS)

Why we didn’t invest in Raymond (Scottish Oriental)

Superlinear Returns (Paul Graham)

Gold & the Debt bubble (Sprott)

Thread: Consequences of Unicorn Debt (Aditi Shrivastava)

How to invest in times of war (Of $ and Data)

Markets have suffered a ‘sea change’ (Felder Report)

Economist PhDs are mind-bendingly nuts (Rudy Havenstein)

Some stuff I am reading today morning:

Softbank to sell $123 Million stake in Zomato (BS)

FED Chairman Powell says inflation is still too high (CNBC)

US 30 Year Mortgage rates hit 8% (Calculated Risk)

PayPay, powered by Paytm, is market leader in Japan (Japan Times)

BSE market share in derivatives doubles (FE)

Lithium prices crash (Oil Price)

Darshan Hiranandani Vs Mahua Moitra (BW)

Groww Vs Zerodha (Forbes)

Pump & Dump 101 (MC)

Spines Out (Seth Godin)

Some stuff I am reading today morning:

India-UK FTA deal may get delayed (Rediff)

Used phones become new craze (BS)

PhonePe revenue jumps 77% to 2,914 Cr (Fortune)

Stock Talk: Paytm (MC)

Investing lesson from HDFC Bank stock (Morningstar)

Active MFs out number the stocks they invest in (MC)

Zombie Alert (Daily Reckoning)

Thread: Bond Vigilantes (James Lavish)

The Portfolio Liquidity Cycle (Seth Klarman)

The problem with P/E Multiples (Overlooked Alpha)

Some stuff I am reading today morning:

Biden to visit Israel today (CNBC)

Festive season to create 7 Lakh Gig jobs (Rediff)

Skoda Auto’s India push (Forbes)

Presentation: A Synthesist’s View on Mega Trends (Harish Krishnan)

Red alert for markets (Next Economy)

Its really, really hard to trade professionally (Big Picture)

Social Internet is dead (Om)

Tools that want to be our Masters (Irrelevant Investor)

Analyzing Blackstone (Russell Clark)

The slog, the hobby and the quest (Seth Godin)

Some stuff I am reading today morning:

Iran threatens to expand conflict (TOI)

India doesn’t want to pay Russian oil in yuan (Oil Price)

The worst bond market in history (Common Sense)

Govt to roll out another PLI scheme for batteries (FE)

63 Moons mocks MCX (BW)

Clash over Finolex Cables (Money Life)

Letter to Investors (Indvest)

Letter to Investors (Solidarity)

Interview with Kenneth Andrade (Morningstar)

On High Conviction Investments (Bill Ackman)