Tag: linkfest

Some stuff I am reading today morning:

Tamilnad Mercantile Bank to list today (MC)

Investors snap up Indian Govt bonds (BS)

Global fund managers raise cash allocation to 21 year high (FE)

Tata Motors’ plans for Commercial Vehicles (Forbes)

IBM India joins chorus on moonlighting (Rediff)

Byju’s FY21 loss zooms to 4,589 Cr (Fortune)

Subrata Roy issued bailable warrant by SEBI Special Court (Money Life)

Brand Values & Long Term Stock Returns (Larry Swedroe)

The first totally honest stock market story (Big Picture)

Thread: A Gentleman’s Primer on shorting insolvent shitcos (DTH)

Some stuff I am reading today morning:

Wall Street tumbles to biggest loss in 2 years (CNBC)

Nifty reclaims 18,000 mark (FE)

IPO: Harsha Engineers (BS)

Macleods Pharma defers listing plans (MC)

Infosys warns staff on moonlighting (Rediff)

Startup: Climes (Forbes)

Family Offices: Preserving Wealth (Fortune)

A Taxonomy of Drawdowns (The Diff)

Regenerative Finance -ReFi (A VC)

Founder’s Choice VC Rankings (Newcomer)

Some stuff I am reading today morning:

India’s retail inflation rises to 7% in August (BS)

Inflation ‘collapse’ can cause global market rally (CNBC)

PLI scheme to be extended to more sectors (Rediff)

PPF interest rate could increase (FE)

Tata Consumer could buy Bisleri (MC)

Startup: Skyroot (Forbes)

Hamara Bajaj: The Secret Sauce (Fortune)

Why we don’t do more diligence (Buffett)

Interview with Kristen Bitterly Michell (Big Picture)

The MBA Indicator (Verdad)

Some stuff I am reading today morning:

Oil Prices at 7 month low (BS)

Passenger vehicle dispatches rises 21% in Aug (Rediff)

Mistrys’ Wealth tryst with the Tatas (Fortune)

Thread: Glenmark Life Sciences (Gurjot Ahluwalia)

Decoupling or outperformance by Nifty (Nooresh Merani)

Equity markets aren’t pricing in Fed tightening (Bridgewater)

On Chinese Fintechs (The Market)

Take Asymmetric Bets (Erik Torenberg)

The Illusion of Knowledge (Howard Marks)

Its supposed to be hard (Morgan Housel)

Some stuff I am reading today morning:

Market Cap of BSE Listed firms at all time highs (FE)

India imposes 20% export duty on non-Basmati rice (Rediff)

Jio Moment in FMCG (BT)

Flipkart forays into hotel booking business (Fortune)

E-bus demand goes up (BI)

Multiplexes count on Brahmastra to swing their fortunes (BS)

Bali’s Crypto summer ends (IMF)

“Soft Landing” (Convexity Maven)

Bear Repair (Goldman Sachs)

Good Enough (Morgan Housel)