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Linkfest : 07 May, 2024

Some stuff I am reading today morning:

Israel launches strikes on Rafah ( CNBC )

BSNL to roll out 4G services across India (HT )

Household savings plunge to 5 year lows ( FE )

The 100 Day agenda of Modi 3.0 ( Fortune )

MF stake in listed cos at all time highs ( DH )

Boom Time for Breweries ( Rediff )

Concerns about SEBI regulations on market rumours ( Leap )

Gold is over valued now ( Market Watch )

The boom in Zero Day options ( Yahoo Finance )

How to find a partner like Charlie Munger ( Alchemy )

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Links

Linkfest :06 May, 2024

Some stuff I am reading today morning:

Indian economy is doing well, but not many Indians are ( IF )

Whither India-China trade? ( FE )

Senior executives resign from Paytm ( BS )

Governance deficit at Linde India ( Money Life )

Interview with Taher Badshah ( Forbes )

On investing in startups ( DH )

Munger & how not to invest ( Morningstar)

Full recap of Berkshire Hathaway AGM ( CNBC )

Tempering FOMO through diversification ( FB )

The Biggest Investor in the world ( Net Interest )

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Linkfest: 03 May, 2024

Some stuff I am reading today morning:

Apple announces largest buyback in US history (CNBC)

India’s IPO market set to break May jinx (BS)

RBI lifts restrictions on Bajaj Finance (FE)

Bloodbath in the solar sector (PV)

Final order in the matter of Manpasand Beverages (SEBI)

Commodity: Silver (DR)

Bull Case for Commodities (Felder Report)

China’s experiment with Capitalism has failed (The Market)

They just wanna sell you a bond fund (Bill Gross)

Inverting the Vex (Seth Godin)

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Links

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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Links

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)