Some stuff I am reading today morning:
My resignation letter (Uday Kotak)
ED arrests Naresh Goyal (Fortune)
The making of Equirus Capital (BI)
Interview with Devina Mehra (Morningstar)
Buffett, 93 is still at the top of his game (CNBC)
Neglected aspects of investing (Investment Talk)
Tell me a story (Prof Galloway)
Retirement: Fear of running out of money (WaPo)
Instinct can beat analytical thinking (HBR)
China in trouble (Katusa)
Some stuff I am reading today morning:
Adani family secretly invested in own shares (Guardian)
OFS in Five Star Finance (MC)
Economy at cusp of new private Capex cycle (Fortune)
Listed oil PSUs as petty political pawns (Money Life)
Brazil looks at India for Defence (FE)
JSW to enter EV space (BT)
‘Grift Shift’ into AI stocks (II)
Company: Latent View (BI)
Interview with Cole Smead (The Market)
The Great Wealth Migration (Daily Reckoning)
Some stuff I am reading today morning:
India’s record dry August (BS)
32 Cos apply for IT Hardware PLI Scheme (BT)
Reliance loses zero-debt status (FE)
Why the rural economy isn’t out of the woods (Forbes)
Technical View: Interesting Charts (Nooresh Merani)
Gullible investors lured by fake trading profits (Money Life)
Optimizing Position Sizing (Flyover Stocks)
Why we don’t talk our book (Buffett)
Quarterly Letter to Investors (Hayden Capital)
How China became the King of new nuclear power (CNBC)
Some stuff I am reading today morning:
Govt cuts LPG gas prices (Fortune)
World’s first 100% ethanol powered car in India (BS)
Major hospitals face huge attrition (MC)
The economics of Startups needs a reset (Forbes)
The Chauhan family of Parle (FE)
Nvidia on the Mountaintop (Stratechery)
Win Big, Lose Big (Mr Stingy)
Illiquidity- A feature or a bug (Savant)
How to be lucky (Sapient)
The absence of proof (Seth Godin)
Some stuff I am reading today morning:
Chairman’s Speech at Reliance 2023 AGM (Reliance)
Another Hindenburg type attack suspected on Adani Group (BW)
China intervenes to stop foreign capital flight (Asia Times)
BRICS seize world’s commanding heights (DR)
Is Nagarjuna fertilising a conspiracy? (Money Life)
Tiger Global exits Zomato (MC)
On Trimming Positions (Guy Spiers)
The simple case for favoring real assets (The Felder Report)
15 Lessons from 15 Years (Think Newfound)
A framework for spotting Value Traps (Eagle Point Capital)