Tag: linkfest

Some stuff I am reading today morning:

Record subscriptions for Bajaj Housing Finance IPO (MC)

All elders above 70 to be covered by Ayushman Bharat (BS)

Govt rolls out PM Electric Drive scheme (Fortune)

GCC boom continues in India (DH)

Quick Commerce cos expand Tier II ops (Rediff)

The less efficient market hypothesis (AQR)

Dealing with ageing cos (Aswath Damodaran)

The stunning economics of OnlyFans (Matthew Ball)

Prognosis of an AI driven US Equity Market (JP Morgan)

Tradeoffs of living a balanced life (Random Rogers)

Some stuff I am reading today morning:

Oil prices crash ( CNBC )

100 Days of Modi 3.0 ( BS )

Nano Urea has few takers ( FE )

Tata Power starts solar cell production ( Fortune)

M&M rubbishes Congress allegations ( BSE )

New allegations against Quant MF & SEBI ( Zee )

Size not frequency of winners ( AM )

Investors must survive ( BI )

Dog chasing tail narrative of investment commentary ( DM )

Is overconfidence leading equity investors to ruin? ( BoW)

Some stuff I am reading today morning:

Gautam Adani could become a $ Trillionaire by 2028 (BS)

Oil prices could fall further (Oil Price)

Why India is betting big on PetChem (MC)

3 Religare officials booked in ED case (HT)

Apple launches iPhone 16 ( CNBC )

10 Years of the Apple Watch ( Verge )

Cylib to set up largest EV Battery recycling plant in Europe (CNBC)

Interview with Kenneth Rogoff (The Market)

The Butterfly Effect, index funds and rise of largecaps (Klementon)

Turning into momentum investors while selling (Bill Nygren)

Some stuff I am reading today morning:

13 IPOs this week ( Rediff )

SME IPO rush in 2024 ( FE )

Risk off sentiment in global markets ( CNBC )

Stock Talk : Vodafone India ( Fortune )

Trade : IPOs Flipping ( BW )

Teaching Note : Shriram Finance ( Fundoo Prof)

Stock Analysis : Triveni Engineering ( Dr Vijay Malik )

Company : BSE Ltd ( Proinvest Nirmiti)

5 new rules for PPF, Sukanya ( MC )

Large Positions ( Microcap Club)

Some stuff I am reading today morning:

India to top China in Emerging Markets ( DH )

All eyes on US Jobs report ( CNN )

Thread : What happens when the Fed cuts ( Brett )

SEBI employees demand SEBI chief’s resignation ( BW )

It’s curtains for Vistara ( MC )

Stock Talk : Indigo ( Rediff)

Company : HyFun Foods ( Forbes)

New avenues for startup funding ( Fortune)

Intel Honesty ( Stratechery )

Which design era are we in? ( Tomasz Tunguz )