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Linkfest: 14 August, 2024

Some stuff I am reading today morning:

CNG vehicles ride past Diesel in sales (Rediff)

ITR processing time reduced to 10 days (HT)

The Quick Commerce Olympics (Inc 42)

Vedanta to sell 2.6% stake in Hindustan Zinc (BS)

Mittal shouldn’t be allowed 100% of BT (Guardian)

Starbucks fall from grace (MC)

BloombergGPT is going to replace the analyst (Wallstreet Fintech)

The market is very vunerable (Jeremy Grantham)

From Sandpiles to Angel Investments (CFA Institute)

Adjacent but not relevant (Seth Godin)

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Linkfest: 13 August, 2024

Some stuff I am reading today morning:

Retail inflation slips to 5 year low of 3.54 % (Rediff)

Why Sunil Bharti Mittal reconnected with BT ( FT )

QIP of Adani Enterprises on track (BS)

Boosting bank deposit growth is a challenge (Forbes)

Company: Coal India (BI)

Why almost nobody is buying green hydrogen (HT)

Falling commodity prices indicate trouble ( CNBC )

Fishing in a very large pond ( Fundoo Professor)

How fear makes us better investors ( OC )

The high cost of cheap money ( DR )

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Linkfest: 12 August, 2024

Some stuff I am reading today morning:

Allegations against SEBI Chairperson Madabhi Puri Buch (Hindenburg)

Response to allegations made by Hindenburg Research (Madhabi Puri Buch)

Statement on allegations made by Hindenburg Research (SEBI)

AMFI: Hindenburg allegations are baseless (BL)

Power demand up 7% yoy in July (FE)

Reliance to commission first solar giga factory by FY25 (DH)

Interview with DIPAM Secretary Pandey (Rediff)

China’s bond market is rattled (CNBC)

Dubious development demands GST notice (Money Life)

Thoughts on Buffett selling Apple (Base Hit Investing)

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Linkfest: 09 August, 2024

Wishing readers on the auspicious occasion of Nag Panchami

Some stuff I am reading today morning:

RBI Governor’s Statement on Monetary Policy (RBI)

Adani to raise 10,000 Cr for Adani Enterprises (DH)

Realtors cheer Centre’s LTCG tax decision (Rediff)

Company: Indian Hotels (Forbes)

Diversification is your free lunch (CNBC)

Why did the Nikkei crash? (Veri Delisi)

Notes from 2024 Bitcoin Conference (Verge)

Don’t act on your panic (Edgy Optimist)

China’s move away from USD (Oil Price)

The Marathon approach to investing (Terry Smith)

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Linkfest : 08 August, 2024

Some stuff I am reading today morning:

RBI likely to hold rates ( DH )

SEBI tightens noose around PNs ( BS )

SEBI should permit listing of NSE ( Money Life )

Arrest warrant against fund manager Devina Mehra ( BW )

Ultratech Vs Ambuja ( BT )

Company: Dairy Day ( Forbes )

On the Yen Carry trade ( Value Investing )

A few little ideas ( Morgan Housel )

Lean years in Investing ( Prem Watsa )

Humans are not built for investing ( Big Picture)