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Linkfest: 07 January , 2025

Some stuff I am reading today morning:

Indian Markets have their worst fall in 3 months (BS)

Vinay Hiremath, the man who sold his startup for $975M (HT)

CBDT’s extended tax deadlines (DH)

China to curb exports of Lithium Battery Tech (Oil Price)

Capital Group is the ‘Big Client’ in Ketan Parekh case (Fortune)

Thread: Mis Guidance at Atam Valves (Chirag Jain)

Looking back from 2035 (Cliff Asness)

Microstrategy goes on another Bitcoin buying spree (Sherwood)

Crypto trends for 2025 ( The Street)

The Preening Duck error in Bull Markets (Buffett)

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Links

Linkfest : 06 January, 2025

Some stuff I am reading today morning:

Debt Mutual Funds may get tax relief ( FE )

India’s coal production hits all time high in 2024 (Fortune)

Bleak Q3 awaits FMCG Cos (Rediff)

Lohum to set up 20,000 MT Cathode Active Material Facility (ET)

Thread: Power & Instrumentation Gujarat Ltd (Pratham Khanna)

Thread : Red Flags at Polymatech ( Invest India )

Accounting Fraud at Carvana (Hindenburg)

8 Predictions for India eCommerce in 2025 (Inc 42)

Interview with Larry McDonald (The Market)

Live a Little (Contessa Capital)

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Links

Linkfest : 03 January, 2025

Some stuff I am reading today morning:

Order against Rohit Salgaonkar, Ketan Parekh ( SEBI )

New Virus Outbreak in China ( Times Now )

Fixed income outlook 2025 ( BS )

Rein in tax terrorism ( FE )

Thread : On investment firms ( Skwigglylines )

Egg Freezing in India ( Forbes )

Blinkit launches 10 minute ambulance service ( Fortune )

2024 – The year of meme coins ( Block )

3 improvements for 2025 ( F&F )

Nobody knows anything ( Big Picture)

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Links

Linkfest : 02 January, 2025

Some stuff I am reading today morning:

GST mop up at 1.77 Lakh Cr in Dec ( FE )

Liquidity deficit in banking system crosses 2 Lakh Crores ( Rediff )

India’s rising power consumption ( BS )

Car sales hit record 43 Lakh mark in 2024 ( BT )

Swan Energies , Cochin Shipyard eye Russian order ( ET )

Russia gas era in Europe ends ( CNBC )

25 Stocks for 2025 ( MC )

Stock Talk : Adani Wilmar ( Fortune )

2025 : The new normal returns ( Money Life )

Leasing Vs Owning a car ( Best Interest)

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Links

Linkfest : 01 January, 2025

Wishing readers a very rocking 2025 !

Some stuff I am reading today morning:

Gold heads for biggest gain since 2010 ( MSN )

Govt ‘s capex target for FY25 may get missed ( BT )

RBI is against crypto assets ( Rediff )

Small Savings Schemes rates remain unchanged ( BS )

Meet the PMS players with the highest AUM ( CM )

Stock Talk : Reliance Industries ( Fortune )

Nifty 50 returns in last 13 years ( Stable Investor )

What will drive S&P 500 returns in 2025 ( The Street )

Gold to shine brighter in 2025 ( FE )

2025 is the year of Silent Surge assets ( Katusa )