Tag: linkfest

Some stuff I am reading today morning:

4 IPOs aim to raise over 4,500 Cr this week (MC)

India’s forex reserves plunge to 2 year lows (Fortune)

FPI’s selloff continues at slower pace (BS)

Indian investors hit hard by US tech rout (FE)

Global wealth destruction (Katusa)

Nothing is as dependable as cycles (Ben Carlson)

The merits of diversification (Sam Ro)

Humble Money Vs Arrogant Money (Aswath Damodaran)

Interview with Polen Capital (Value Investor Insight)

On China’s 20th Party Congress (The Market)

Some stuff I am reading today morning:

Tatas to set up India’s first private sector Aircraft manufacturing unit (BW)

RBI schedules additional MPC meeting on Nov 3 (Fortune)

On Kerala HC ruling on Dhanlaxmi Bank (MC)

India’s Russian Oil binge (BS)

P C Jeweller defaults on 3,466 Cr (FE)

Letter to Mark Zuckerberg (Sid Choraria)

Thread: Why most investors don’t succeed (Lyall Taylor)

A Primer on Free Cash Flow (Aswath Damodaran)

The China Dream: To be someplace else (The Market)

Cumulative Vs Cyclical knowledge (Morgan Housel)

Some stuff I am reading today morning:

India headline inflation may have peaked (RBI)

Govt to transfer 16,000 Cr to 8L farmers (Fortune)

Tatas are planning a mega merger of their aviation cos (MC)

Are Indian markets decoupled from Developed markets? (Debashis Basu)

Nifty may hit 20,000 in Samvat 2079 (FE)

Edtech Startups in India (Forbes)

Gold Currency Wars (Katusa)

How to measure Investor Capitulation (Ramp Capital)

Why we still invest in capital intensive businesses (Buffett)

Thread: How Mark Leonard turned $25 Million to $39 Billion (Max Koh)

Some stuff I am reading today morning:

Rupee is not sliding, $ is stregthening (BS)

India’s first Aluminium freight rake (BW)

On Share Buybacks of top IT firms (Forbes)

Zoomcar to list on NASDAQ (Fortune)

Why packed, frozen parathas attract 18% GST (Rediff)

Interview with Russell Napier (The Market)

Rupeek & the Indian gold lending market (VEF)

Groping for a bottom (Barry Ritholtz)

Narrative Distillation (Kwok Chain)

Thread: How The Rock built a $4 Billion Tequila Biz (Brian O’Connor)

Some stuff I am reading today morning:

India to become world’s third largest economy by 2028 (BS)

IMF: There’s a lot to learn from India (Rediff)

Vistara, Air India could merge (MC)

Sudden spurt in IPO markets (Forbes)

FMCG majors cut prices (Fortune)

There is no medium risk (Permanent Equity)

Bitcoin becoming less volatile than stocks (Yahoo Finance)

Value Investing may never come back (David Einhorn)

It’s time to deploy the recession handbook (Paul Tudor Jones)

The UK Pension Fund Drama explained (Macro Compass)