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Linkfest : 04 November, 2024

Some stuff I am reading today morning:

FPIs sold 94,000 Cr of Equities in Oct ( BT )

Berkshire Hathaway ‘s cash position touches $325 B ( CNBC )

Incumbents take market share in 2w EV market ( Forbes )

The FMCG entry pack of Rs 5 ( FE )

Gold is on the ballot ( DR )

A framework for cyclical industries ( Quipus Capital )

Industry is not destiny ( Verdad )

Don’t take financial advice from Hedge Fund managers ( CS )

Stocks & Flows ( Capital Gains )

Stock Picking is a game of self-confidence ( Microcap Club)

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Links

Linkfest : 01 November, 2024

Some stuff I am reading today morning:

Samvat 2080 : A year of windfall gains ( FE )

Muhurat Trading explained ( MC )

HDB Financial Services files for IPO ( Rediff )

India consumption story is cracking ( DH )

Stock Talk : Elcid Investments ( Fortune )

Stock Talk : Titagarh Rail ( BT )

The Economics Nobel ( BW )

Who will hold SEBI accountable? ( Money Life )

The Sugar Daddy effect ( Aswath Damodaran)

The paradox of high P/E markets ( Grantham )

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Links

Linkfest: 31 October, 2024

Wishing readers a very Happy Diwali !

Some stuff I am reading today morning:

Google fined $ 2.5 Decillion by Russia ( HT )

Early Swiggy investors hit the jackpot ( BS )

Cement Inc valuations hit new peaks (Rediff )

Subdued Diwali for real estate cos ( FE )

RBI goes for gold ( Fortune )

Gold demand tops $ 100 Billion ( DH )

Marty Whitman and the aggressive conservative investor ( LE )

The growth of India’s luxury retail ( BT )

Saving investors from SEBI ( DH )

Is the US bond market throwing a Trump tantrum? ( Sherwood )

Categories
Links

Linkfest : 29 October, 2024

Some stuff I am reading today morning:

What and when to buy from Dhanteras today ( BT )

MFs sitting on a war chest of 2 Lakh Crores ( FE )

Swiggy’s IPO may open next week ( DH )

NYSE moves towards all day trading ( CNBC )

Client exodus from ASK PMS ( MC )

Company : Shirdi Sai Electricals ( Forbes )

Company : Greenzo ( BI )

Commodities Woes ( Fortune )

Does risk tolerance change in retirement? ( Morningstar )

10 ways investors should be using AI ( Chicago Booth )

Categories
Links

Linkfest : 28 October, 2024

Some stuff I am reading today morning:

Waaree Energies listing today ( MC )

Veggies put RBI in a bind ( FE )

Brisk sales of Bajaj CNG bikes ( Rediff )

Company : Afcons ( BI )

Company : Borosil ( Fortune )

Startup : Ultraviolette ( Forbes )

What’s wrong with managed futures ( Random Rogers)

The point of no returns ( DR )

Zimbabwe’s endless currency crisis ( New Lines )

US was responsible for India-China rapprochement ( Korybko )