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Linkfest: 20 January, 2023

Some stuff I am reading today morning:

SC order against Google a watershed moment (MC)

Govt vehicles older than 15 years to be scrapped (BS)

Thread: Unilever’s royalty hike is unfair (Mangalam Maloo)

CarTrade after the IPO (Forbes)

Sector Watch: Defence (BI)

Jamie Dimon: Bitcoin is a hyped-up fraud (CNBC)

The cheaper they get, the more we buy (Marcellus)

What exactly is going on with Tesla? (Slate)

FOMO: The worst financial trait (Morgan Housel)

What is considered rich in USA (Of $ and Data)

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Links

Linkfest: 19 January, 2023

Some stuff I am reading today morning:

Adani Enterprises files for 20,000 Cr IPO (BS)

ITC buys Yoga Bar (FE)

Fraud at GoMechanic (Fortune)

Microsoft to axe 10,000 jobs (Rediff)

Are electric 2 wheelers losing momentum? (BI)

Company : RateGain (Forbes)

Japan is the most important risk in the world (Jim Grant)

Don’t bet on the Davos consensus (Semafor)

Elon Musk faces tough choices over Twitter takeover debt (FT)

Q4 CY2022 Letter to Investors (Pzena)

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Links

Linkfest: 18 January, 2023

Some stuff I am reading today morning:

Manufacturing of Kalashnikov rifles starts in India (BW)

SEBI has proposal not to keep funds with brokers (Money Life)

Adani to deploy hydrogen-powered trucks (Rediff)

Centre planning changes to Income Tax slabs (BS)

Market Wizard: Amal Parikh (You Tube)

Company : Rushil Decor (BI)

Pakistan’s deepening forex crisis (Dawn)

On the fear of investing (Monevator)

Q4 2022 Letter to Investors (Greenlight Capital)

An event or a journey? (Seth Godin)

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Links

Linkfest: 17 January, 2023

Some stuff I am reading today morning:

Global recession ‘extremely likely’ in 2023 (Fortune)

West’s incipient recession hits India (FE)

WPI inflation falls to 2 year low (Money Life)

Siemens India signs 26,000 Cr contract with Railways (MC)

Saab scraps fighter aircraft agreement with Adani (BS)

Takeaways from IT Services Q3 earnings (Forbes)

Company: Skipper (BI)

The Value Factor and Deleveraging (Larry Swedroe)

Learning from Henry Singleton (AM)

Forecasting Follies (Better Letter)

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Links

Linkfest: 16 January, 2023

Some stuff I am reading today morning:

Adani 20,000 Cr OFS to hit markets this week (Geetu Moza)

Cummins to launch Hydrogen Engines in India (Fortune)

APL Apollo backed SG Finserve disburses 2,125 Cr in 3 months (Crisil)

Employee exodus at Vodafone India (FE)

5 Min Stock Idea: TD Power Systems (Smart Sync)

Interview with Andrew Clifford (Platinum)

Option Selling Strategies of Gada brothers (MC)

Which investment belief of yours that others don’t share (Meb Faber)

Inside the secretive world of Shark Tank deals (Forbes)

Letter to Investors (Sameeksha Capital)