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Linkfest: 27 August, 2024

Some stuff I am reading today morning:

RBI to launch ULI (DH)

The Israel-Hezbollah escalation has arrived (CNBC)

Paytm in SEBI’s crosshairs (MC)

Demand for gold to rise during festivals (HT)

Oil prices soar as geopolitical risks rise (Oil Price)

Sector: Cement (Rediff)

Law Firm: Luthra & Luthra (Forbes)

Unravelling the math behind rooftop solar (Money Life)

Chasing star fund manager performance (Common Sense)

The steep part of the mountain (Seth Godin)

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Links

Linkfest : 26 August, 2024

Some stuff I am reading today morning:

Telegram app CEO Durov arrested in France ( CNBC )

Bangladesh owes $800 Million to Adani Power ( ET )

Adani’s Dharavi revamp is struggling ( Reuters )

20 Years since TCS IPO ( BS )

New PPF & SSY rules ( Basu Nivesh )

Some thoughts on financial markets ( Young Money )

On forecasts ( Morgan Housel )

Avoiding Value Traps ( Oakmark )

The revenge of the Old Economy ( Felder Report)

Quarterly Letter to Investors ( Greenlight Capital )

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Links

Linkfest : 23 August, 2024

Some stuff I am reading today morning:

Adani Power set to acquire Lanco Power Amarkantak ( BS )

Infosys delays onboarding of 2,000 freshers ( HT )

Income Tax Act to be revamped ( FE )

Company: Crompton Greaves ( Forbes )

Deep Dive : Titan ( Fortune )

Stock Talk: Voltas ( Rediff )

How to do business analysis of film cos ( Dr Vijay Malik )

The Corporate Life Cycle ( Aswath Damodaran )

Mr. Market Miscalculates ( Howard Marks )

A cautionary tale of forecasting ( Novel Investor )

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Links

Linkfest : 22 August, 2024

Some stuff I am reading today morning:

Mutual Fund Aum grows 7x in 10 years ( Fortune)

CCI flags concern over Viacom18- Star deal ( Rediff )

Paytm sells ticketing biz to Zomato ( BS )

Fed rate cut likely in September ( CNBC )

Meat startups take offline route ( FE )

Drone Startup: AVPL ( Forbes )

Handling late ITR submissions ( BW )

Boring is good ( The Market)

15 ways to lose money in the markets ( Common Sense )

Why take a chance? ( Charles Skorina)

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Links

Linkfest : 21 August , 2024

Some stuff I am reading today morning:

UPSC cancels lateral entry recruitments ( BS )

NIM of Banks fall ( DH )

Interview with Ruchir Sharma ( MC )

Defence startup funding hits new records ( Crunchbase )

Sector Watch : Hotels ( FE )

Company : Bata India ( Forbes)

Deep Dive : Domino’s Pizza Group ( Long View )

No correction without falling stock prices ( ASC )

Long win streaks happen in bull markets ( Carson )

Stop paying attention ( BI )