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Linkfest: 29 November, 2022

Some stuff I am reading today morning:

Markets hit fresh all time closing highs (FE)

Jet Airways on the brink (BS)

Amazon to close food delivery business in India (Fortune)

Inside Tata Projects (Forbes)

The story of India Cements (BI)

Thread: Lessons from Bruce Kovner (Brandon Beylo)

The buy & hold mindset (A VC)

How to hold a stock for 20+ years (Joel Tillinghast)

The Cockroach Portfolio (The Market)

Getting Wealthy Vs Staying Wealthy (Morgan Housel)

Categories
Links

Linkfest: 28 November, 2022

Some stuff I am reading today morning:

Adani Enterprises to raise 20,000 Cr (Fortune)

Ravi Narain gets bail in NSE phone tapping case (Money Life)

Inside the colosaal empire of Gautam Adani (BT)

Meet Jayanti Chauhan, Bisleri heir (MC)

India’s impending economic boom (Morgan Stanley)

Letter to Investors (Equirus Wealth)

SSG-The most important metric in retailing (Surge Capital)

Stock Talk: Axis Bank (FE)

Past Performance (TRB)

Protests in China against Zero Covid Policy (BS)

Categories
Links

Linkfest: 25 November, 2022

Some stuff I am reading today morning:

Nifty, Sensex close at fresh all time highs (BS)

Bisleri up for sale (Rediff)

How SIPs in Mutual Funds have created wealth (MC)

Are Buy Now, Pay Later offers worth it? (Forbes)

Presentation by Bill Nygren (Natixis)

The rise of Influencer Capital (NY Mag)

Surge in Covid cases in China (NPR)

Chinese hackers attacked Indian Power Grid (Oil Price)

Putin warns of serious consequences to global energy markets (Kremlin)

The ridiculous reality of the Russian Oil Price Cap (ZH)

Categories
Links

Linkfest: 24 November, 2022

Some stuff I am reading today morning:

Fed to hike in smaller increments (CNBC)

Gautam Adani weighs $5 Billion fund raise (BS)

ED seizes 16 Crore of Alphageo (ANI)

5 Big Trends changing Global Markets (Capital Group)

The Superpowers of Second Time Founders (Hunter Walk)

Private Equity & SaaS Valuations (Tanay Jaipuria)

Why I stopped short selling (Russell Clark)

What’s next for cautious investors? (BI)

Some thoughts on investing (Collab Fund)

What really matters? (Howard Marks)

Categories
Links

Linkfest: 23 November, 2022

Some stuff I am reading today morning:

Ambani says Indian economy will hit $40 Trillion by 2047 (BS)

Australia approves FTA with India (Rediff)

Madras HC issues notice to Govt over tax slabs (Money Life)

GoM agrees to tax online gaming at GST rate of 28% (BT)

Bitcoin hits 2 year low (CNBC)

Europe races to stock up on Russian Diesel (Oil Price)

The best uncorrelated asset (Waiters Pad)

Why I invested in Petro China Vs Yukos (Buffett)

Happy Talk (Humble $)

More bearish action before bull can run (ZH)