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 )


Linkfest : 28 June, 2022

Some stuff I am reading today morning :

Russia defaults on foreign debt ( Oil Price )

Slew of GST rate hikes imminent ( FE )

Maruti betting on hybrids over EVs ( BS )

Bajaj Auto to buyback shares worth 2,500 Cr ( Fortune )

Aurobindo Pharma gets warning from SEBI ( MC )

Why India isn’t a global manufacturing hub ( Forbes )

Chat with Ray Dalio ( The Hustle )

SPACs wipe out half their value ( CNBC )

US retail majors have too much inventory ( CNN )

Russian Gas Cuts imperils German companies ( Zawya )


Linkfest : 27 June, 2022

Some stuff I am reading today morning :

28% GST likely on casinos, online gaming, horse racing ( BS )

Why Zomato is buying Blinkit ( BSE )

Stock Analysis : Tata Elxsi ( Dr Vijay Malik )

Presentation : Banking on Banks ( Nooresh Merani )

Are we at market capitulation ? ( Aarati Krishnan )

Indian Crypto startups continue to get funding ( Forbes )

41 Inconvenient Truths about the ‘ New Energy’ Economy ( FEE )

Thread : Interview with Jim Simons ( Santangel’s Review )

Lithium deep dive ( Climateer )

Inflation : Numbers over Narrative ( Turtle )


Linkfest: 24 June, 2022

Some stuff I am reading today morning:

India stares at fuel shortages (Rediff)

India’s Russian oil imports jumps 50 times (BT)

India at WTO ministerial meet (FE)

DHFL lenders await SC decision (BS)

What is hurting Nazara Tech? (MC)

Tata Technologies puts India in semiconductor spotlight (ZH)

Is Zoom undervalued? (Sid Choraria)

Investing in index funds for next 20-30 years (Free Fincal)

Russia will win the war (Daily Reckoning)

Conversation at Panmure House (Howard Marks)


Linkfest: 23 June, 2022

Some stuff I am reading today morning:

Reliance seeks new technologies for green hydrogen (BS)

Apple’s India play (Forbes)

GST Council to consider sales tax on cryptocurrency (MC)

What makes Sridhar Vembu & Zoho tick? (Founding Fuel)

How to steal a Billion (Bala)

Buy & Hold should not be Buy & Forget (Morningstar)

Buying the Dip is not a strategy (Onveston)

Europe should prepare for complete Russian gas shutdown (Oil Price)

Crypto: USDC is gaining ground over Tether (Decrypt)

Sequoia is down bad (Newcomer)