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Linkfest: 20 July, 2022

Some stuff I am reading today morning:

Govt cuts windfall tax on fuel exports (BS)

Grasim to build eCommerce platform for building materials (BT)

Russia defaults on LNG supplies to India (Rediff)

ED arrests Mumbai ex top cop in NSE snooping case (BS)

Raymond: Woolly Accounting (MoneyLife)

The sizzle & fizzle of Internet IPOs (Forbes)

Why we mess up our Equity Investments (Morningstar)

China Tech layoffs (ROW)

How China could trigger a sharp selloff in Crude (Oil Price)

Interview with Kevin Duffy (The Market)

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Links

Linkfest: 19 July, 2022

Some stuff I am reading today morning:

Reliance Jio puts in a massive 14,000 Cr EMD for 5G Spectrum (BT)

RBI recommends ban on Cryptos (Fortune)

Tata Technologies IPO on the cards (Rediff)

Thread: Gensol Engineering (Dr Prashant Mishra)

Stock Talk: Globus Spirits (Phoenix Capital)

Stocks for the long run (Ben Carlson)

Gold- Not an inflation hedge, not a safe haven (All Star Charts)

The catch to income investing (Morningstar)

Valuing a Venture Capital Portfolio (A VC)

Sidecar Investing (Scuttlebutt)

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Links

Linkfest: 18 July, 2022

Some stuff I am reading today morning:

Ashishkumar Chauhan gets the top job at NSE (BT)

Rupee @ 80 (Rediff)

FPIs remain in selling mode (BS)

Thread: Aegis Logistics (Anish Moonka)

How Nomura is building its India business (Forbes)

Federal Bank’s NBFC FedFina (BI)

Q1 FY21 Letter to Partners (Solidarity)

Interview with Suresh Soni (MC)

Carson Block: A short seller’s life upended (BNN)

Platinum Trust Quarterly Report (Platinum)

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Links

Linkfest: 15 July, 2022

Some stuff I am reading today morning:

India mulls easing windfall tax (Oil Price)

Oil prices tumble ahead of US rate hikes (BS)

Adani Ports wins bid to privatise Israel’s Haifa port (BW)

ED arrests Chitra Ramkrishna in NSE snooping case (Fortune)

LIC’s embedded value is Rs.5.41 Lakh Crore as on 31 March (BT)

Bank of Canada hikes by 100bp (CBC)

Startup: Good Glamm Group (Forbes)

Company: Nilon’s (BI)

Presentation on the current inflationary environment (Bill Ackman)

Jamie Dimon on the US economy (CNBC)

Categories
Links

Linkfest: 14 July, 2022

Some stuff I am reading today morning:

US inflation highest in 41 years (BT)

Inflation likely to cool off in India (FE)

Euro slides to parity with $ (BS)

DRI raids Oppo India (Fortune)

Over 7 Million users downloaded Tata Super App (Rediff)

BJP’s economic gamble (BW)

BEML: Waiting for Wealth (BI)

Startup: Log9 Materials (Forbes)

The amateur investors ruined by the Crypto Crash (Guardian)

How Indian hackers sway litigation battles in US (Reuters)