Tag: linkfest

Some stuff I am reading today morning:

First Republic sold to JP Morgan (The Street)

GST April 2023 collections at all time highs (BT)

FPI investors pump in 11,631 Cr in April 2023 (Fortune)

Brookfield, Bharti close 5,000 Cr deal (MC)

SEBI’s Adani probe hits a wall (Rediff)

How metals are forging a recovery (Forbes)

Thread: Gensol Engineering (Ojas Agrawal)

Gold will be the Blowoff Valve (Zero Hedge)

Interview with Stanley Druckenmiller (You Tube)

Vietnam: A beneficiary of Foreign Investment (Palladium)

Some stuff I am reading today morning:

GCPL buys Raymond’s FMCG biz ( Fortune )

Hopes fade for Jet Airways ( FE )

On Right to Repair ( Forbes )

Rent compensation from builder is not taxable income ( Money Life)

Influencers are not the problem ( Safal Niveshak )

No confidence in the FED ( BS )

Cash is the most active investment of them all ( Discipline Funds )

How to produce Trillionaires ( True Blue )

Infinite Replay Value ( Investment Talk)

Some things I think ( Morgan Housel )

Some stuff I am reading today morning:

Retail demand feels the fatigue (Rediff)

How Khaitan & Co became the legal powerhouse for India Inc (Forbes)

Startup: Vivriti Capital (BI)

Taxing Capital Gains more will not reduce equality (Money Life)

Interview with Louis-Vincent Gave (Vallum Capital)

Why the US banking mess isn’t over (Climateer)

Investment regrets of Peter Lynch (CNBC)

Investment Beliefs (Bob Seawright)

Resilience is worth it (Seth Godin)

Q1 2023 Letter to Investors (White Falcon)

Some stuff I am reading today morning:

A $3 Trillion threat to global markets looms in Japan (Japan Times)

IPO: Mankind Pharma (BW)

Phone Pe to launch an app store (BS)

IT Dept readying norms for angel investing (FE)

Excessive tourism in Goa (Fortune)

European cos are shifting their R&D out of China (The Market)

FY23 Annual Letter to shareholders (Vallum Capital)

The age of Average (Alex Murrell)

On stock market cycles (Darius Foroux)

De-Dollarization and global trade (Daily Reckoning)

Some stuff I am reading today morning:

RBI’s uneasy pause (Forbes)

Gold’s enduring allure (FE)

Chile to nationalize it’s lithium industry (Reuters)

MG Motors to invest 800 Cr for Comet EV (MC)

A rant on Investor Letters (Kiran D)

How to unlock your financial creativity (Tony Isola)

More lessons from the Do Nothing Portfolio (Morningstar)

What does generational wealth mean to you? (RetireBy40)

The Search Tax (Seth Godin)

Q1 2023 Letter to Investors (Miller Value)