Tag: linkfest

Some stuff I am reading today morning:

Barings PE to sell stake in Coforge (BS)

Interview with Rajiv Jain, CIO GQG Partners (The Market)

Thread: Repo rate explained (Swapnil Kabra)

2023 outlook for Emerging Markets (Ashmore)

Thread: How to save taxes after selling property (Chirag Chauhan)

ChatGPT is a blurry JPEG of the Web (New Yorker)

Why we still believe in concentrated investing (Oakmark)

The Buffett formula of becoming smarter (FS)

Deep Dive: Japanese Trading Cos (Value Punks)

Risk & Regret (Morgan Housel)

Some stuff I am reading today morning:

Inside story of bear attack on Adani stocks (BL)

Equity funds log inflow of 12,000 Cr in Jan 2023 (BS)

Twitter Blue subscription launched in India (Fortune)

Stock Talk: Sula Vineyards (Intelsense)

Thread: Surya Roshini (Caprize)

ITR filing rules for children (FE)

Interview with Jurrien Timmer (Barrons)

Interview with Taher Badshah (Rediff)

Entertainment Vs Investing (Common Sense)

The kind of investor who will find the most success (Michael Burry)

Some stuff I am reading morning:

RBI increases Repo Rate by 25bps (Forbes)

RBI Governor’s statement on Monetary Policy (RBI)

TCS bags $723 Million deal from UK insurer (Fortune)

Total Energies puts Adani hydrogen partnership on hold (BS)

Why are SEBI orders repeatedly over turned? (Money Life)

How’s income upto Rs.7 Lakh tax free? (Basu Nivesh)

How BlueCrest fueled an $ 11.4 Billion fortune (Bloomberg)

Hedge funds scramble to cover shorts (Investing)

Where’s Oil going? (Daily Reckoning)

China could ban exports of solar technologies (Oil Price)

Some stuff I am reading today morning:

RBI may go for modest rate hike today (MC)

GST rate on Cement could be reduced (BS)

Adani Ports considering Rs. 5,000 Cr debt repayment (BT)

Moodys: Banks’ risks to Adani is limited (Fortune)

Bharti ARPU jumps to Rs.193 (FE)

PPFAS note on Coal India (Crazy Naval)

The AI bubble of 2023 (TRB)

How much portfolio insurance do you need? (Morningstar)

Thread: How Chandler brothers turned $10M into $5B (BB)

The four Horsemen of the Tech Recession (Stratechery)

Some stuff I am reading today morning:

Adani prepays loans worth $1.11 Billion (BS)

Adani rout deepens (CNBC)

Govt weighs ITC stake sale (FE)

New angel tax strikes fear in startups, VCs (MC)

Stringent penalties on non-payment of Crypto TDS (Forbes)

Fears of US Recession recedes (The Street)

Decoding Paytm’s profitable quarter (BT)

Indian Railways on a modernisation drive (BI)

Tesla in 2023 (Aswath Damodaran)

What will make you a great fund manager (Simon Evan)