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Linkfest: 02 May, 2024

Some stuff I am reading today morning:

April GST collections cross 2 Lakh Crore (Fortune)

Key takeaways from latest FED meeting (CNN)

FPIs withdraw 8,600 Cr from Indian Equities in April (HT)

Muted sales of Passenger Vehicles in April (Rediff)

Anil Agarwal unveils roadmap for Vedanta (BT)

Godrej family makes open offer for Astec Lifesciences (BS)

Research: Valuation Multiples (Morgan Stanley)

The Curious Case of Catalysts (BI)

Should you be a stock picker? (Big Picture)

How I think about debt (Morgan Housel)

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Linkfest: 01 May, 2024

Some stuff I am reading today morning:

Nifty hits all time highs (DH)

Godrej Family amicably splits (BS)

Listed real estate players to see 10%-12% volume growth (FE)

KVS Manian quits Kotak Bank (Rediff)

Company: KPIT (Forbes)

Company: Luminous (BI)

Hedge Funds are ‘dead as a doornail’ (CNBC)

The Scar Bias (Nooresh Merani)

3 Views on the Yen Collapse (Discipline Funds)

Rat Race of Investors (Klementon)

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Links

Linkfest: 30 April, 2024

Some stuff I am reading today morning:

India Market Cap soars to all time highs ( Rediff )

Interview of PM Modi ( News18 )

Uncertainty at Bandhan Bank ( BT )

Joy Alukkas, India’s richest jeweller ( Forbes )

Silver ETFs gain traction ( BS )

Meta & Reasonable Doubt ( Stratechery )

Japan’s stealth profit boom ( Verdad )

How do businesses get premium valuations ( Microcap Club)

Secrets of Family Businesses ( BBS )

Profoundly Unserious ( Better Letter )

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Links

Linkfest: 29 April, 2024

Some stuff I am reading today morning:

PM Modi on inheritance tax (News 18)

Minority Shareholders Vs ICICI Bank (FE)

Advent to infuse 2,475 Cr into Apollo Hospital’s arm (Rediff)

Japanese Yen weakens to 160 / $ (CNBC)

Company: Aster DM (BI)

Crypto’s Billion $ Zombies (Forbes)

Explained: Liquid Funds (DH)

High gold prices puzzles Wall Street (NY Times)

101 Additional Advices (The Technium)

Books don’t sell (Seth Godin)

Categories
Links

Linkfest: 26 April, 2024

Some stuff I am reading today morning:

Indigo places order for 30 wide-body planes (DH)

AI can kill most call centres (MC)

Fears of stagflation in the US (CNN)

India’s EV policy to attract global players (CNBC)

US exports of Indian solar makers booms (Fortune)

State-run energy firms line up green IPOs (FE)

Company: ACE Construction (Forbes)

Investment Bank: DAM Capital (BI)

Valuations are a proxy for future returns (Morningstar)

An offer you can’t refuse (Best Interest)