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Linkfest: 05 July, 2022

Some stuff I am reading today morning:

HDFC Bank receives RBI nod for merger with HDFC (MC)

Trading dries up on Indian Crypto Exchanges (BS)

LIC: Tough road ahead (Forbes)

Company: Indira IVF (BI)

Stock Talk: Automotive Axle (Phoenix Capital)

No hotels, restaurants can add service charge automatically (BT)

Crypto platform Vauld suspends operations (Fortune)

Interview with Sarah Ketterer (The Market)

The gap between investor return & investment return (Morningstar)

Turkey’s annual inflation soars to 79% (CNBC)

Categories
Links

Linkfest: 04 July, 2022

Some stuff I am reading today morning:

Refiners stay healthy despite additional excise (BS)

Analysis of windfall tax impact on RIL, MRPL & Chennai Petro (Stocks Populi)

Exchanges approve HDFC-HDFC Bank merger (MC)

SEBI fines Kotak AMC (Fortune)

Company: RMZ Corp (BI)

Mistakes retirees make (Bala)

Interview with Tweedy Browne (The Market)

Why Buffett bought BNSF railroad (Canadian Value)

The Tech industry is bracing for a historic slump (Status Markets)

The Playbook (Ted Lamade)

Categories
Links

Linkfest: 01 July, 2022

Some stuff I am reading today morning:

Govt keeps small savings rates unchanged for July-Sept (MC)

RBI Governor: Cryptos are a clear danger (Rediff)

Thread: Notes on Laurus Labs AGM (Bharath)

IDBI Bank: Privatisation Blues (BI)

India to have 122 Unicorns in 2-4 years (Fortune)

Startup: DealShare (Forbes)

Beware Thematic Funds’ Siren Song (Morningstar)

The future is bright for Green Hydrogen (Oil Price)

Web3 Use Cases: The Future (Not Boring)

How to use insider buying to find opportunities (AM)

Categories
Links

Linkfest: 30 June, 2022

Some stuff I am reading today morning:

Rupee ends at new low (BS)

Govt deregulates sale of domestic crude oil (Fortune)

Thread: Analysis of Zomato-Blinkit deal (Anurag Singh)

Dalmia Cement: Making a mark (BI)

Cheap green hydrogen will be a massive breakthrough (Bill Gates)

Web3 Use Cases Today (Not Boring)

Interview with Marc Andreeseen (McKinsey)

Investing Wisdom from ‘Make Haste Slowly’ (Woodlock House)

Wealth Vs Getting Wealthier (Morgan Housel)

Zeng Yuqun: China’s Battery King (Wired)

Categories
Links

Linkfest : 29 June, 2022

Some stuff I am reading today morning :

Mukesh Ambani charts succession plan ( BT )

Ruchi Soya becomes Patanjali Foods ( BW )

15 more Cos selected for PLI scheme for white goods ( Rediff )

SEBI changes rules for F&O for dividends ( FE )

Zomato sheds $1 Billion in valuation over Blinkit deal ( BS )

Interview with Chirag Setalvad ( MC )

Quotes from Seth Klarman Interview ( Transcript )

Mike Novogratz on his big Crypto mistake ( Intelligencer )

Why pro Sports team values only goes up ( Axios )

Nowhere to hide in the collapse of the Everything Bubble ( ZH )