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Linkfest: 14 August, 2023

Some stuff I am reading today morning:

Why Deloitte resigned as auditor of Adani Ports (Rediff)

India is a rising force in Asia (CNBC)

ONDC gains ground amongst startups (BW)

Startups shift their focus to profit (Forbes)

Company: Bayer India (BI)

Stock Talk: Trent (FE)

Notes on the Market (Prabhakar Kudva)

5 wrong personal finance lessons (Geny Planning)

9 Biggest Mistakes High Income earners make (Thomas Kopelman)

A few stories about Big Decisions (Morgan Housel)

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Links

Linkfest: 11 August, 2023

Some stuff I am reading today morning:

RBI keeps repo rate unchanged at 6.5% (Fortune)

RBI Governor’s Statement (RBI)

EPFO’s investments in ETFs crosses 2 Lakh Crores (BT)

Gold prices to rally to all time highs (CNBC)

Euphoria in SME IPO market (MC)

IPO Watch: TVS Supply Chain (Arun Kejriwal)

Interview with Nilesh Shah (Morningstar)

The rise & fall of Axis Bank’s Credit Cards (Forbes)

Another victim of brutality by Edelweiss (Shripal Morakhia)

What makes a great investor? (Creative Planning)

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Linkfest : 10 August, 2023

Some stuff I am reading today morning:

GeM helped saved Govt 45,000 Cr ( BS )

28% GST on betting gets Cabinet nod ( FE )

SEBI reduces timeline of listing of shares to T+3 (MC)

Deeper FTA with UK ( FE )

Zomato’s profitability paradox ( Inc42 )

Startup : Burma Burma ( Forbes )

Bitcoin isn’t going anywhere ( Block )

Failure points in investing ( Validea )

The performance impact of Cassandras ( Klementon )

Germany looks to Gold ( Oil Price)

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Links

Linkfest : 09 August, 2023

Some stuff I am reading today morning:

India’s Stock Juggernaut ( BW )

Adani to sell stake in Adani Wilmar ( BS )

Italian banks hit with windfall tax ( BBC )

Moody’s downgrades US banks ( CNBC )

WeWork may go bankrupt ( Climateer)

Company : Fusion Micro Finance ( Forbes )

Akasa Air’s Dilemma ( Fortune )

On Equity Risk Premiums ( Aswath Damodaran )

Does adding Dividend stocks improve portfolio performance? ( Morningstar)

Party is over for Chinese VCs in US ( SCMP )

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Links

Linkfest : 08 August, 2023

Some stuff I am reading today morning:

SBI is India’s most profitable company ( BS )

Acid test for speciality chemical firms ( Rediff )

RBI likely to maintain interest rates ( BW )

Interview with Samsung India CEO, J B Park ( Forbes )

US FDA flags serious violations at Intas Pharma ( Fortune )

IPO Watch : Concorde Biotech ( Arun Kejriwal )

Mega Trend : Green Industrial Revolution ( Value Quest )

Picking businesses and not stocks ( Kiplinger )

Using options to reduce risk ( Empire )

The low stakes argument ( Seth Godin )