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Linkfest: 19 July, 2023

Some stuff I am reading today morning:

Special pre-open session for Reliance Industries (MC)

Outward remittances surge to $2.9 Billion in May (Rediff)

Its raining orders for small electric bus manufacturers (FE)

Total Energies signs $27 Billion deal with Iraq (Oil Price)

Technical outlook on the markets (Nooresh Merani)

Mid-Year assessment for 2023 (Aswath Damodaran)

Market’s rise has nothing to do with earnings growth (Axios)

Why I am bearish over the remainder of 2023 (Real Money)

The market will regularly tell you’re an idiot (Seth Klarman)

Without the bad parts (Seth Godin)

Categories
Links

Linkfest: 18 July, 2023

Some stuff I am reading today morning:

Sheela Foam to buy Kurlon for 2,150 Cr (Tribune)

20% Ethanol blending in Petrol by 2025 (Fortune)

The rise of Angel Networks in India (Inc42)

Interview with Temasek on India plans (MC)

Interview with Marko Papic (The Market)

How to get rich in the markets (Big Picture)

A blueprint for 10 Baggers (BBS)

Why is the stock market so strong (Daily Reckoning)

Warning Indicators (Katusa)

Some of our best businesses don’t grow (Buffett)

Categories
Links

Linkfest: 17 July, 2023

Some stuff I am reading today morning:

FPIs continue to bet on Indian Equities (MC)

India’s exports dip (Fortune)

US Treasury Secretary Janet Yellen on India (FE)

India’s Social Stock Exchange (Forbes)

US office real estate (CFA Institute)

3 overrated financial concepts (Ben Carlson)

Slow Burn Minsky Moments (James Montier)

The high price of low volatility (Bill Nygren)

Filtering the ideal funnel (Neckar)

And yet I did okay (Humble $)

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Links

Linkfest: 14 July, 2023

Some stuff I am reading today morning:

Tesla may emerge has India’s 3rd largest car manufacturer (BT)

Patanjali Foods cancels Green Shoe option of OFS (MC)

Bosch to focus on hydrogen technology (Fortune)

Stock Talk: Five Star Business Finance (FE)

IPO Watch: Netweb Technologies India (MII)

The dancing elephant: A New India (Sunil Singhania)

Talk at MDI Gurgaon (Mohnish Pabrai)

Thread: Top mistakes to avoid while filing ITR (Sharan Hegde)

My failings as an investor (Christine Benz)

Elon Musk & Twitter (Not Boring)

Categories
Links

Linkfest: 13 July, 2023

Some stuff I am reading today morning:

Patanjali Food launches OFS (MC)

Online gaming industry fears lakhs of job cuts (Fortune)

IPO Watch: Utkarsh Small Finance Bank (Arun Kejriwal)

Elon Musk launches AI company (The Street)

Inflection Point in the semiconductor cycle (The Market)

Company: Gemfields (BI)

How to financially prepare for the unexpected (GenY Planning)

Bernstein on a Bullet Proof portfolio (Random Rogers)

Easy Life (Darius Foroux)

The rise & rise of Zhong Shanshan (FE)