Categories
Links

Linkfest:26 March, 2025

Some stuff I am reading today morning:

Russia, Ukraine agree to partial truce (CNBC)

India open to cutting tariffs on more than half of US imports (Reuters)

Overseas investors drawn to Indian assets (DH)

Samsung India hit with $601 million tax demand (Fortune)

India records 307 drug pricing violations (BT)

Govt discontinues Gold Monetisation Scheme ( Rediff)

Stifling of Buybacks (Money Life)

Thread: Solar Vs Wind (Zerodha)

Why Trend Following is hard (Of $ and Data)

The Makings of a Multi Bagger (Alta Fox Capital)

Categories
Links

Linkfest: 25 March, 2025

Some stuff I am reading today morning:

Nifty, Sensex erase YTD loss (BW)

Imposing Tariffs on countries importing Venezuelan oil ( WH )

Press Release of latest SEBI Board Meeting (SEBI)

How Kumar Mangalam Birla is expanding his empire (BT)

The curious case of India Volatility Index (Forbes)

Nobody knows beyond a point (Nooresh Merani)

How are inherited Mutual Funds taxed? (Fortune)

Never sell a great business (Mohnish Pabrai)

Webinar in the age of AI (Tomasz Tunguz)

Waves & Tides (Seth Godin)

Categories
Links

Linkfest : 24 March, 2025

Some stuff I am reading today morning:

India’s oil imports hit all time highs (OP)

Passenger vehicle sales crash ( Rediff)

Stumbling stock market raises specter of reckoning (Yahoo)

Key financial mistakes to avoid before March 31st (DH)

Company: Ather Energy (Fortune)

SEBI relaxes norms for Mutual Fund Employees (CM)

The stock market is always changing (CS)

Geopolitical risks are in the rise (Mr Zepczynski)

Index Three Ways (Humble $)

A closer look at Options Based strategies (AQR)

Categories
Links

Linkfest: 21 March, 2025

Some stuff I am reading today morning:

Tariffs are coming April 2 (The Street)

Hindalco to invest 45,000 Cr (Fortune)

Bain Capital to invest 4,385 Cr in Manappuram Finance ( MC)

SEBI directs ex CNBC anchor to disgorge 6.16 Cr in illegal gains (ML)

Stock Talk: BSE (BW)

US Commerce Secretary recommends buying Tesla stock (Axios)

A stronger yen could effect Japan tourism (CNBC)

Anti Dividend Investing (Alpha Architect)

Turning $5 Million into $100 Million (Collab Fund)

Great stocks evolve but most investors don’t (Microcap Club)

Categories
Links

Linkfest: 20 March, 2025

Some stuff I am reading today morning:

China markets to outperform Wall Street (CNBC)

FED leaves rates unchanged ( FED )

Indian Economy continues to demonstrate resilience (RBI)

Nepal’s iconic Khukri Rum enters India ( Fortune)

Company: HAL (Forbes)

Rising geopolitical risks with Iran (OP)

Interview with Yen Liow (Capital Allocators)

Navigating Finances in your 40s (Flyover Stocks)

Credit Card & Travel Hacking (WCI)

Beautiful Vs Practical Advice (Morgan Housel)