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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 )

Categories
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)

Categories
Links

Linkfest : 23 January, 2024

Some stuff I am reading today morning:

Second Diwali in India ( BS )

Ayodhya to see 5 Crore tourists per year ( FE )

What should be Zee’s next option? ( BW )

PM Modi’s scheme to install rooftop solar on 1 Crore homes ( MC )

China economy in bad shape ( CNBC )

Stock Talk : HDFC Bank ( Aditya Grover )

On Sukanya Samriddhi Yojana ( Basu Nivesh )

China’s population could halve by 2100 ( Asia Times )

The race to become the next economic super power ( Climateer )

Letter to Investors ( Ariel Fund )

Categories
Links

Linkfest: 19 January, 2024

Some stuff I am reading today morning:

Fate of $10 Billion Zee-Sony deal to be decided today (BT)

Climax nears for 11,000 Cr KK Modi Family Dispute (BW)

Corporate India on overdrive to celebrate Ram Mandir inauguration (BS)

India goes Big at Davos (CNBC)

India’s Emergence and Quest for Global Trust (Gautam Adani)

NSE continues to be world’s largest Derivatives Exchange (FE)

Company: Jyothy Labs (Forbes)

Teaching Note on Cochin Shipyard (Fundoo Professor)

The Negative Checklist (Novel Investor)

Information that would get your attention (Morgan Housel)