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Linkfest : 12 July, 2024

Some stuff I am reading today morning:

Vizhinjam berths first mother vessel ( Fortune )

GeM portal will become world’s largest ( DH )

US inflation falls ( CNN )

Stock Talk : MCX ( RJ )

Sector: AMCs ( Rediff )

How India checkmated China on silver imports ( BW )

Big Oil is investing in Lithium ( Oil Price)

Overconfidence may lead to poor Emergency planning ( AA )

On assessing Operating Performance ( Buffett )

Saudi & Russia, Best Buddies ( DR )

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Links

Linkfest : 11 July, 2024

Some stuff I am reading today morning:

Euphoria in Indian IPOs ( Bloomberg )

India’s rooftop solar program ( Hindu )

Company: Voltas ( Rediff )

Banking Crisis in China ( Sina 21 Capital)

Indians are travelling abroad like never before ( Fortune )

Q1 FY25 Letter to Investors ( Solidarity)

Q1 FY25 Letter to Investors ( 2Point2 Capital )

The beginning of the end of market price targets ( Axios )

Does ‘Skin in the Game’s really matter? ( BI )

A Bear Market shock can upend Tech stocks ( Climateer )

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Links

Linkfest : 10 July, 2024

Some stuff I am reading today morning:

Equity MF inflows hit 40,000 Cr in June ( Rediff )

SEBI derivatives panels suggests curbs ( MC )

India food services market to touch 7.76 Trillion ( FE )

India-Russia target $100 Billion bilateral trade ( BS )

Company: ICICI Bank ( Fortune )

Errors in SC DMRC Judgement ( BW )

Rentier Capitalism ( Mostly Economics)

Pollution Premium ( Alpha Architect)

The playing field for China gets narrow ( The Market )

Crypto’s Make or Break Moment ( DR )

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Links

Linkfest : 09 July, 2024

Some stuff I am reading today morning:

Tata Group airlines move closer to merger ( FE )

23% rise in life insurance premium collection ( DH )

Maruti dispatches 2 Million vehicles through Indian Railways ( HT )

Company : HDFC Bank ( Rediff )

Xiaomi’s plans for India ( Forbes)

Bajaj after Rahul ( Fortune )

Bill Ackman wants to monetised his Twitter account ( Sherwood )

Gold as a safe haven in a warming world ( Oil Price)

Interview with Brian Klass ( Big Picture)

The paradox of lessons ( Seth Godin )

Categories
Links

Linkfest: 08 July, 2024

Some stuff I am reading today morning:

Modi in Moscow today ( BT )

Average housing prices appreciate by 50% in Delhi-NCR ( DH )

EVs haven’t taken off despite subsidies ( Rajiv Bajaj )

Sector : Health Insurance ( Ganesh Nagarsekar )

Stock Talk : Godrej Properties ( Rediff )

AI’ $600 Billion Question ( Sequoia)

On the special relativity of investment horizons ( Discerne )

Bad Assets Vs Good Liabilities ( Fundoo Professor )

The Degenerate Economy ( Howard Lindzon )

FAQ on Passive Investing ( GMO )