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Sunday links: a nation of bad drivers

Abnormal Returns

humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. disciplinefunds.com) The Fed's communication regime is a mess. (microcapclub.com) No portfolio strategy is perfect. rogersplanning.blogspot.com) Financial trends reverse just when they seem inevitable. nytimes.com) Chipotle ($CMG) is on a roll.

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Saturday links: roadblocks you face

Abnormal Returns

wsj.com) Chinese EV manufacturers can't hire fast enough. scientificamerican.com) How to use lasers to communicate in space. wsj.com) Two N95 manufacturers are closing. EVs Elon Musk loyalists will likely buy the new Tesla ($TSLA) Cybertruck. ritholtz.com) Why repairing an EV is so expensive compared to a traditional vehicle.

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Best Semiconductor Stocks in India To Watch Out For in 2023

Trade Brains

Semiconductors are components needed for manufacturing cars, televisions, refrigerators, washing machines, personal computers, laptops, mobiles, etc. lakh crore of incentives will be given, to encourage the manufacturing of semiconductors within India. to reach the $440bn mark in 2020. How Will PLI Scheme Help Semiconductor Industry?

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Best Defence Stocks With High FII Holdings To Add To Your Watchlist

Trade Brains

Today, the company has earned a Navratna status and manufactures equipment for defence and non-defence segments through its 9 manufacturing units spread across India. It manufactures forgings for various industries including automotive, power, rail, oil & gas, e-mobility, construction & mining, aerospace, and mining.

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10 Thursday AM Reads

The Big Picture

Barron’s ) • New Cars Are Only for the Rich Now as Automakers Rake In Profits : With pandemic-era chip shortages fading, manufacturers are keeping inventories low — and prices high. You Could Live to 100. The Trick Is Not Running Out of Money. The shift to EVs will make things worse. The shift to EVs will make things worse.

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Best Debt Free Large Cap Stocks in India With High Upside Potential

Trade Brains

TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing. It is engaged in the manufacturing and distribution of cigarettes. is an electric equipment and industrial goods manufacturer.

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Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?

Trade Brains

Established in 1994, Centum Electronics is a well-diversified electronics manufacturing company with an international footprint. It provides a broad range of products and services such as design, development, manufacturing and turnkey solutions for critical applications. .) ₹2,001.72 EPS ₹8 Stock P/E 196 RoE 3.2% Debt to Equity 1.3

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