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Linkfest: 08 March, 2023

Some stuff I am reading today morning:

Fed Chairman Powell Testimony to US Congress (FRB)

US markets sell off on Powell comments (ZH)

PM : Its India Inc’s turn to invest (FE)

Adani to cut Promoter debt to zero by March end (MC)

20 min Pizza Delivery promise of Dominoes gets stuck (BS)

Will China’s reopening affect Indian metal cos? (Rediff)

How Brand WPL will be built (Forbes)

Jeremy Grantham calls for a crash once more (Seeking Alpha)

Forecasting short vs long term horizons (BI)

China warns of conflict with US (CNBC)

Categories
Links

Linkfest: 06 March, 2023

Some stuff I am reading today morning:

Video: Why GQG Partners invested in Adani (ET Now)

Scorching summer may derail summer recovery (Forbes)

Solar Manufacturing PLI scheme gets bids (BS)

Special Situation: Aster DM Value Unlocking (Stocks Populi)

Startup: Lohum, India’s largest Lithium Ion Battery recycling Co (BW)

Company : Akums, India’s largest CRAMS Co (BI)

Interview with Megan Greene (The Market)

Indus Valley Annual Report 2023 (Blume)

Avoiding Financial Disasters (Ritholtz Wealth)

Grit Vs Quit (Trung Phan)

Categories
Links

Linkfest: 03 March, 2023

Some stuff I am reading today morning:

GQG Partners invests 15,446 Cr in Adani Cos (BSE)

Supreme Court order on Adani-Hindenburg (SC)

SEBI order in matter of Sadhna Broadcast (SEBI)

I-T Dept conducts raids on Edelweiss group (MC)

Markets brace for potential default by Pakistan (BS)

Startups move to alternate finance platforms (FE)

How to do Business Analysis of FMCG cos (Dr Vijay Malik)

Startup: Zaggle (BI)

The luckier you are (Morgan Housel)

99 Vs 0 (Seth Godin)

Categories
Links

Linkfest: 02 March, 2023

Some stuff I am reading today morning:

Cooking gas cylinders to cost Rs.50 more (Rediff)

Akasa Air completes 6 months of operations (BS)

Bajaj Finserv gets Mutual Fund license (BT)

How Sudhir Singh made Coforge a 1 Billion $ Co (Forbes)

ABB India gets ready to accelerate (BI)

Notes from Tesla Day 2023 (Teslarati)

Prateek Gupta: The man behind $500 Million scam (ML)

What’s the surest route to investing excellence? (Morningstar)

On Portfolio Construction (Francois Rochon)

The world’s most common forecasting mistake (Klementon)

Categories
Links

Linkfest: 01 March, 2023

Some stuff I am reading today morning:

Heat Wave in India (Fortune)

Order in case of front running at Axis Mutual Fund (SEBI)

China’s CCP warns Elon Musk against sharing Wuhan report (CNBC)

Moody’s downgrades Pakistan (MC)

How LinkedIn cracked the India growth story (Forbes)

How to win even before you even start investing (Onveston)

Alexa, what happened? (Ranjan Roy)

Markets can be crazier than you think (Cliff Asness)

Startup Decoupling & Reckoning (Elad Gil)

The $500 Million fraud at Trafigura (FT)