Tag: linkfest

Some stuff I am reading today morning:

Record FPI pullout from Indian markets (Fortune)

Credit Suisse and the spectre of instability (MC)

On the $1.2 Trillion PM Gati Shakti Plan (BS)

Rewriting the Yes Bank story (Forbes)

Thread: Electric Ride Hailing Startup Blu Smart (Fin Floww)

Stock Talk: Kamdhenu Ltd (Maniac Markets)

Thread: Low margins, High returns businesses (Ganesh S Nagarsekar)

How to do Business Analysis of Wind Power plants (Dr Vijay Malik)

How Germany’s industrial giants are preparing for Winter (Yahoo)

This is another great moment to buy stocks (Bill Ackman)

Some stuff I am reading today morning:

SME IPOs catch investors’ fancy (Rediff)

Tulsi Tanti: The Wind Whisperer (MC)

Crypto Exchange WazirX fires 40% of staff (BS)

Stock Talk: Muthoot Finance (FE)

Bollywood is not dead, but decaying (The Print)

Thread: Return on Time (HF Reflections)

Thread: Why was Bank of England forced to intervene? (Macro Alf)

Thread: US Monetary Policy easing on its way (Cathie Wood)

Bonds of Mass Destruction (Last Bear Standing)

Interview with US Bond Giant TCW (The Market)

Some stuff I am reading today morning:

All eyes on RBI MPC meet today (DC)

ONDC to be open for public in Bengaluru from today (BT)

Indian Army to acquire 12 Drone Swarms (BW)

Recyling Startup Lohum gets $200 Million order from Glencore (ET)

Latest Post Office Interest Rates (Basu Nivesh)

Company: Go Colors (Forbes)

Interview with Stanley Druckenmiller (CNBC)

Interview with Bill Gurley (McKinsey)

Interview with Benedict Evans (The Market)

Inflation, Interest Rates & Stock Markets (Aswath Damodaran)

Some stuff I am reading today morning:

Centre gives 4% hike in Dearness Allowance (BS)

Can Blu Smart overtake Ola, Uber? (Mint)

Oracle bribed Railway officials in India (Fortune)

Trouble at Repco Home Finance (Money Life)

The man who wants to save Dhanlaxmi Bank (Forbes)

Technical View: Kirloskar Group Stocks (Nooresh Merani)

Gold Beating (Katusa)

You cannot get rich with a Weather Vane (Warren Buffett)

Why do Russian executives keep dying? (Grid)

Engaging with History (Morgan Housel)

Some stuff that I am reading today morning:

Apple starts making iPhone 14 in India (Fortune)

A terminal repo rate of 6.5% (FE)

Thread: The crisis in UK (Larry Summers)

Stock Talk: Largecaps (BI)

Startup: Licious (MC)

Sector: Online Travel Portals (Forbes)

Thread: The De-Industrialization of Europe (Philip Pilkington)

Copper Conudrum (Climateer)

This is not 2008 (Irrelevant Investor)

How far could stocks fall? (Daily Reckoning)