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Linkfest: 01 October, 2024

Some stuff I am reading today morning:

Press Release of SEBI Board Meeting (SEBI)

Govt extends I-T audit report filing date (Rediff)

Consumer cos look for share of India’s booming stock markets (CNBC)

Everything rally in Chinese stocks (Sherwood)

On Composite Power bidding (Fortune)

Company: Vodafone Idea (Forbes)

Gossip: Inside SEBI (BW)

India’s middle income trap (FE)

Gold Prices expected to head higher (DH)

Understanding reflexivity with Intel (Value Investing)

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Links

Linkfest: 30 September, 2024

Some stuff I am reading today morning:

FPI inflows cross 1 Lakh Crores (Rediff)

Stock Exchanges hike transaction charges (MC)

Celebrities who have profited from IPO boom (FE)

Fraudsters dupe Vardhman Group Chairman (HT)

BharatPe settles with Ashneer Grover (BS)

Technicals: Nifty 50 RSI at 80 (Nooresh Merani)

Stock Talk: Max Healthcare (Proinvest)

Buggy Messy Simple Robust (Anand Shridharan)

What to do after PPF Maturity (Basu Nivesh)

China’s black hole (BW)

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Links

Linkfest: 26 September, 2024

Some stuff I am reading today morning:

Gold hits fresh all time highs (DH)

River inter-linking projects to unlock 80,000 Cr biz (BW)

India’s natural diamond industry degrows (Fortune)

BSE warns merchant bankers over SME IPOs (FE)

India’s delicate energy balancing act (Oil Price)

Top 10 emerging startups in India (CNBC)

Smart beta investors are worse off (Morningstar)

Lose all your money (F&F)

Markets remain out of whack (Cliff Asness)

Value Investing’s death is greatly exaggerated (Felder Report)

Categories
Links

Linkfest : 25 September, 2024

Some stuff I am reading today morning:

Indian markets make all time highs ( BW )

India’s push for pumped storage hydro projects ( Fortune )

Have the FIIs lost their way? ( Money Life )

On grey market premiums in IPO ( HT )

Political controversy over Supreme Infra ( Fortune )

Launch of Capital Mind Mutual Fund ( MC )

Epic takedown of Todd Combs ( CDM Capital )

The 100 bagger Portfolio return ( Gnostic Capital)

Contrarians Everywhere, Contrarians Nowhere (RoR )

Short term investing is a long shot ( BI )

Categories
Links

Linkfest: 24 September, 2024

Some stuff I am reading today morning:

Govt plans 9.15 Lakh Crore investments in power transmission (FE )

Waaree Energies receives SEBI nod for IPO (BT)

SBI invests in its defaulter Supreme Infra (Money Life)

Succession at Federal Bank (Forbes)

US proposes banning Chinese vehicles (CNBC)

Reliance Power to raise 1,525 Cr (MC)

The Great Rotation (Verdad)

The key to long term value investing (Bill Nygren)

Interview with Victor Khosla (Big Picture)

Your way is the only way (Morgan Housel)