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Linkfest: 22 November, 2023

Some stuff I am reading today morning:

Weddings to generate 4.74 Lakh Crores (MC)

TN to get 50,000 Cr investments in EV sector (BS)

Wife raises serious allegations against Gautam Singhania (BT)

The unanswered Qs about Sahara (Money Life)

Xi wanted a Trillion $ bailout from Biden (Oil Price)

Company : Indian Hotels (BI)

On Stock Market Diversification (PAL)

Good that SME cos are unaware of VC ecosystem (Forbes)

How to avoid losing money (BBS)

Be a better investor by not comparing to index (Investing)

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Links

Linkfest: 21 November, 2023

Some stuff I am reading today morning:

ED: Amway India siphoned off 2,859 Cr (Fortune)

SEBI chief against investor investor in F&O (FE)

NSE is India’s Las Vegas (BT)

IPO Review: IREDA (MC)

Company: Havells (Forbes)

Funding winter for startups to end by March (Rediff)

Interview with Vishal Khandelwal (Morningstar)

The myth of “cheap” shares (Terry Smith)

On the OpenAI fiasco (Stratechery)

The Full Reset (Morgan Housel)

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Linkfest: 20 November, 2023

Some stuff I am reading today morning:

On India’s loss (Rahul Dravid)

India to have 1900 GCCs by 2025 (Fortune)

Western cos are pulling Billions of $ out of China (BBC)

AI: The Coming Revolution (Coatue)

The death of smallcap Equities (Verdad)

9 income sources of Salman Khan (FE)

Clearing the air around FIRE (Morningstar)

The best time to diversify (Charlie Bilello)

Survival of the fittest mind (Ed Thorp)

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Links

Linkfest: 17 November, 2023

Some stuff I am reading today morning:

RBI tightens norms for Consumer Credit (RBI)

Softbank to sell $150 Million of Delhivery stock (MC)

Global investors look towards India (Morningstar)

Company: Alkem Labs (Forbes)

Stock Talk: Welspun Corp (BS)

Sector: Defence Stocks (FE)

Rise & Fall of Subrata Roy (Rediff)

Interview with Nilesh Shah (BT)

On fund manager selection (Investment Ecosystem)

Blockchains as platforms (Not Boring)

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Links

Linkfest: 16 November, 2023

Some stuff I am reading today morning:

India, US, 12 other countries sign IPEF pact (Rediff)

ONGC plans to invest 1 Lakh Crore (MC)

RBI orders Bajaj Finance to stop disbursing some loans (Fortune)

Tata Technologies shares ‘suspended’ in unlisted market (BT)

AIF investors in a bind over demat conversion (BS)

Technicals: Its all about Heavies underperformance (Nooresh)

Startup: Cashify (FE)

Investing Behavioral Hacks (Big Picture)

Europe’s economic problems are far bigger (Reuters)

Why investors are not excited about China (Morningstar)