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Linkfest: 03 September, 2024

Some stuff I am reading today morning:

Sensex, Nifty hit fresh all time highs (Rediff)

Regulators warn of froth in SME market (BT)

54% of IPO shares alloted to investors sold within a week (SEBI)

ICICI Bank rubbishes allegations against SEBI Chief (BSE)

Zee’s Subhash Chandra accuses SEBI Chief of corruption (BS)

Company: Trident (Forbes)

The coming Battery Revolution ( Elpais )

US Battery storage is booming (Oil Price)

Timing the stock market using valuations (Common Sense)

Thread: 94 investing lessons from 94 year Buffett (DGI)

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Linkfest : 02 September, 2024

Some stuff that I am reading today morning:

1.75 Lakh Cr GST collections in Aug ( Rediff )

Indian markets may see volatility in Sept (BW )

Notes on the Indian market ( Market Sense )

Most Indians are one hospitalization away from bankruptcy ( HT )

Company : Quick Heal ( Forbes )

Company : Paramesu Biotech ( BI )

SIPs in debt mutual funds ( MC )

Lessons to become a better investor ( Pari Passu )

Building your moat against AI ( Aswath Damodaran )

Cumulative Vs Cyclical Knowledge ( Morgan Housel )

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Linkfest: 30 August, 2024

Some stuff I am reading today morning:

Chairman Speech at Reliance 2024 AGM (ET)

Premier Energies IPO gets bids of 1.48 Lakh Crore (BT)

Moody’s: India in a sweet spot (Fortune)

50% SME stocks stumble after listing day gains (FE)

Advisory on SME stocks (SEBI)

Technology in the Indian Securities Market (Ananth Narayan)

Company: MRF (Forbes)

Company: Veerhealth Care (BI)

Forgotten wealth of ordinary Indians (Money Life)

A tale of India tier 2 cities (CNBC)

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Linkfest: 29 August, 2024

Some stuff I am reading today morning:

Nifty hits lifetime highs (DH)

Berkshire Hathaway tops $1 Trillion in market cap (BS)

Reliance & Disney merger approved by CCI (HT)

2024 is setting new benchmarks for SME IPOs (MC)

Nyrika Holkar prepares to head Godrej Enterprises (Forbes)

Company: IDFC First Bank (BI)

Sector: MFIs (Rediff)

How to do business analysis of tea producers (Dr Vijay Malik)

The Irrationality of Stop Loss Orders in Investing (Buffett)

Interview with historian Chris Miller (Generalist)

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Linkfest: 28 August, 2024

Some stuff I am reading today morning:

NSE files for SEBI NOC for IPO (BS)

Waaree Energies’ IPO delayed (MC)

The rise & rise of retail investors (BI)

Bank FDs sahi hai (Money Life)

Company: Exide Industries (Forbes)

Another perspective on SME IPOs (Deepak Shenoy)

On Preferential Allotment of Osia Hyper Retail (Bastion Research)

Don’t invest like a Billionaire (Axios)

What tennis can teach us about investing (Carson)

The power of Insider Buys (AM)