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Linkfest: 20 January, 2025

Some stuff I am reading today morning:

FPIs take out Rs. 44,396 Cr in Jan (MC)

India is staring at an ‘oil shock’ (CNBC)

Trump’s memecoin creates Billions from thin air (DH)

Why we are shutting down our Research Advisory services (SA)

Hindenburg can be charged for securities fraud (BS)

Grifting & Gullibility in Market Manias (Microcap Club)

Look both ways (Humble $)

Markets are a mirror (Safal Niveshak)

Retired man tries to spend more money, mostly fails (MM)

2024 Annual Letter to Investors (Permanent Equity)

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Linkfest : 17 January, 2025

Some stuff I am reading today morning:

8th Pay Commission approved by Cabinet ( HT )

India halts import of refurbished medical devices ( Fortune)

Swan Defence & Heavy Industries to begin trading ( BSE )

Tata Sons Listing hangs in the balance ( FE )

Pump & Dump in Paheli Industrial Finance ( BS )

More Gossip about Ketan Parekh ( BW )

Hindenburg’s first report was on Eros International ( HT )

Trump Tariffs & India ( CNBC )

Bureaucracy Vs Corruption ( The Market )

Real pain of 2008-09 Bear Market ( SI )

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Linkfest: 16 January, 2025

Some stuff I am reading today morning:

India building 60 Navy ships (BS)

India turns to Middle East for oil ( MC)

US stocks soar as inflation cools (Yahoo)

2,148 Edtech Startups have shut down in last 5 years (Rediff)

Hindenburg shuts shop ( CNBC )

Trademark War over Schezwan Chutney (HT)

AI is transforming software cos (Peter Garnry)

2025-Year of reality check for Indian stock markets (Forbes)

Investing & Gambling (BI)

Good advice (Seth Godin)

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Links

Linkfest: 15 January, 2025

Some stuff I am reading today morning:

Modi Govt’s quest for committed bureaucracy (Print)

Ketan Parekh’s case reveals $200 Billion turnover (BW)

RBI Governor Malhotra comfortable with declning INR (BS)

Shakeout in Smallcaps (Money Life)

NCLT Mumbai employees go on strike (MC)

Dunzo is now Defunct (FE)

Company: Mankind Pharma (Forbes)

Company: Dabur ( Rediff )

Put in the reps (Kiran D)

2024 Letter to Shareholders (Terry Smith)

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Links

Linkfest: 14 January, 2025

Some stuff I am reading today morning:

Rupee slides to 86.5 per USD (FE)

GST Search at PB Fintech’s offices ( MC)

JSW Energy is successful bidder for KSK Mahanadi (FE)

A financial storm is brewing (The Market)

Mahakumbh 2025: A 2 Lakh Cr economic phenomenon (Fortune)

Real Estate outlook for 2025 (BI)

Deep Dive into CDMOs (Value Quest)

First Leasing: Irony of Irani (Money Life)

The stock market is the economy (Sherwood)

Minimum levels of stress (Morgan Housel)