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Linkfest: 08 September, 2022

Some stuff I am reading today morning:

Russia to stop supplying energy if price caps imposed (BS)

European Central Bank to unleash a massive rate hike (CNBC)

Govt cuts Railways Land Licensing fee to 1.5% (Fortune)

Adani to create 3 Giga Factories in India (BT)

Europe’s metal plants struggling to survive (Bloomberg)

Stock Talk: LG Balkrishnan & Bros (Phoenix Capital)

Ex-NSE MD Ravi Narain sent to 2 Day ED Custody (Rediff)

Is a new golden age of value coming? (Klementon)

The role of shorts in a real assets portfolio (Massif Capital)

There’s a lot of misery by misusing stocks (Charlie Munger)

Categories
Links

Linkfest: 07 September, 2022

Some stuff I am reading today morning:

Lehman Event looms for Europe (Oil Price)

Adani responds to Credit Sights report (BS)

Tata Motors rolls out India’s first CNG truck (Rediff)

12,800 Cr money laundering case of Amtek Auto (Money Life)

Sector: Tyres (MC)

Thread: On Algo Trading (Nithin Kamath)

On Fractional Real Estate Commercial Properties (Stable Investor)

What’s Alpha? (Morningstar)

The worse still to come in Europe’s gas crisis (CNBC)

UK is an economic catastrophe (CNN)

Categories
Links

Linkfest: 06 September, 2022

Some stuff I am reading today morning:

Demat accounts cross 100 Million for the first time (BS)

UK FTA pact to meet Oct deadline (FE)

Will the festive season be bright for business? (Forbes)

Reliance’s fourth investment cycle to double earnings (Rediff)

IPO: Tamilnad Mercantile Bank (Arun Kejriwal)

10.5% UGro Capital NCD issue (MII)

Interview with Jeffrey Gundlach (The Market)

Why the Russian oil price cap won’t work (Oil Price)

West pressurizes India on Russian oil (CNBC)

The Commodity Crisis in Europe (Zero Hedge)

Being Bearish Vs Being Realistic (Common Sense)

Categories
Links

Linkfest: 05 September, 2022

Some stuff I am reading today morning:

Cyrus Mistry killed in road accident (BT)

FPI inflows hit 20 month high (BS)

Foreign investors are piling into India’s renewable industry (Oil Price)

China & India urged to support Russia oil price cap (CNBC)

Thread: On the Piramal Demerger (KK)

Stock Talk: Lykis (Dolly)

Thread: Utpal Sheth on Mistakes in Investing (CFA Society)

Buffett’s $18 Billion miss on Disney (Trung Phan)

Crypto is a Ponzi scheme (Paul Krugman)

Pros & Cons of being wealthy (Monevator)

Categories
Links

Linkfest: 02 September, 2022

Some stuff I am reading today morning:

PM Modi to flag off INS Vikrant today (Fortune)

GST collections spike 28% over last year (MC)

China locks down Chengdu (Oil Price)

Why Indian IT giants are facing record attrition rates (BT)

Adani Enterprises enters Nifty 50 (BS)

Adani- NDTV tussle over IT Dept approval (FE)

How BSNL can turn around (Rediff)

Company : HUL (Forbes)

Company: Pinnacle Industries (BI)

Entering the Super Bubble’s Final Act (Jeremy Grantham)