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Linkfest: 20 September, 2022

Some stuff I am reading today morning:

10 Year US Treasury Yield hits new highs (BI)

IRCTC to enter payments sector (BS)

Adani plans to be India’s most profitable cement manufacturer (Rediff)

Is it the end for ‘star’ fund managers? (FE)

How to do Business Analysis of solar power plants (Dr Vijay Malik)

Biotech Startups in India (Forbes)

We’re still in a bear market you know (Common Sense)

Does Company Culture drive stock performance? (Onveston)

The Final Crypto Crash? (Brian Kehm)

Interview with Albert Wenger (Big Picture)

Categories
Links

Linkfest: 19 September, 2022

Some stuff I am reading today morning:

All eyes on Fed meet (Rediff)

US investors increase their cash allocations (BS)

Adani infuses 20,000 Crores into Ambuja Cements (TOI)

Stock Talk: NMDC (FE)

Technicals: Nifty IT (Nooresh Merani)

Startup Pitch Essentials (Mukesh Kothari)

Liquid Venture Capital (Kai Wu)

China’s largest Copper trader is on the ropes (Bloomberg)

How the worst market timer built a fortune (CA)

The $ War Path (Katusa Research)

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Links

Linkfest: 16 September, 2022

Some stuff I am reading today morning:

Patanjali eyes 5 IPOs in 5 years (FE)

Air India eyes 30% domestic market share (BS)

Shell to set up 10,000 EV charging points across India (Fortune)

SEBI investigating Eros International Media (Money Life)

Startup: Mamaearth (Forbes)

Crypto: Ethereum successfully executes Merge (Decrypt)

Superbubble ! (Daily Reckoning)

Why Investor Behavior never changes (Darius Foroux)

The Adversity Quotient (Ted Lamade)

On China’s collapsing real estate sector (Carnegie Endowment)

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Links

Linkfest: 15 September, 2022

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)

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Links

Linkfest: 14 September, 2022

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)