Tag: linkfest

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)

Some stuff I am reading today morning:

Reliance AGM 2023 today (BW)

On Digital Public Infrastructure (Nandan Nilekani)

SEBI tightens rules on advisory fees (FE)

Nifty Next 50 or Nifty Midcap 150? (MC)

All is not well with Bharat Gears (Rediff)

Sports Franchises as Trophy Assets (Aswath Damodaran)

Convexity Maven talks bonds (Climateer)

The opportunity in Emerging Markets (Validea)

Making sense of the China meltdown story (Gavekal)

Structured Notes are Finacial Fairy Tales (Larry Swedroe)

Some stuff I am reading today morning:

Soros backed OCCRP to do an expose on India ( BS )

Ant Fin to sell 3.6% stake in Paytm today ( Reuters )

Generic medicines law put on hold ( BT )

Nifty – Sleeping Heavyweights Problem ( Nooresh Merani)

Sector : Hydroponic Farming ( Forbes )

ONDC is facing multiple hurdles ( Fortune)

ISRO’s juggernaut boosts space startups ( FE )

$ 2.5 Trillion Hydrogen boom is possible ( Oil Price )

Turkey hikes interest rates to 25% ( CNBC )

Chamath Palihapitaya took retail investors for a ride ( Newcomer )