Linkfest: 17 February, 2021

Some stuff I am reading today morning:

Tatas to buy 68% in Big Basket for 9,500 Cr (BS)

Lodha to file draft papers for IPO (Mint)

Amazon announces first manufacturing line in India (Amazon)

Balaji Wafers: Building a 2000 Cr brand (Forbes)

How this retail investor made a fortune in the market (Morningstar)

The Algebra of Wealth (Prof Galloway)

How this ends (A VC)

Why valuations won’t matter for a while (Common Sense)

Why investing is so much fun (Klementon)

Video: Interview with Chamath Palihapitiya (Bloomberg)


Linkfest: 16 February, 2021

Some stuff I am reading today morning:

Brookfield REIT IPO listing day strategy (FE)

JLR’s plans to go electric (BS)

Policybazaar eyes IPO of 4,000 Cr (Mint)

IPO Review: RailTel Corporation (MC)

4 Mid-sized PSU banks shortlisted for privatisation (CNBC)

Privatisation: But from which PM Modi? (Debashis Basu)

The most remarkable change has been Reliance Jio (Reed Hastings)

How Disney+ became a streaming heavyweight (WSJ)

Great investing is an art form (Hayden Capital)

Your big break (Seth Godin)


Linkfest: 15 February, 2021

Some stuff I am reading today morning:

FasTag to become mandatory by tonight (CNBC)

Bitcoin nears $ 50,000 mark (BS)

India is Asia’s best post-Covid recovery story (Rediff)

Can anything fire the sulking ITC stock? (Mint)

How L&T Infotech came into its own (Forbes)

Sector Watch: FMCG (Ventura)

Interview with Kris Gopalakrishnan (Fortune)

Valuation SaaS Cloud Product Cos (Value2Wealth)

Trend following is hot air (BTM)

Enough (Calibrating Capital)


Weekend Mega Linkfest: 12 February, 2021

Some off beat reads for the weekend:

How India forced China to end Pangong Tso aggression (Print)

Reimagining diplomacy in the post Covid world (S Jaishankar)

Fear of the Butcher’s knife in New Delhi (Swarajya)

Why opposition leaders are unable to erode Modi (Kartikeya Tanna)

How Socialism wiped out Venezeula’s spectacular oil wealth (Reason)

Asian Americans face a wave of violence (Vice)

How the US legalized corruption (Indi Samarajiva)

On Pak-India talks (Naila Inayat)

Rise & fall of the House of Bitcoin (ROW)

Inside the mind of Jeff Bezos (Guardian)

VCs should play bridge (Alex Danco)

Ranji Smile- America’s first celebrity chef (BI)

License No 1744 (Ramki)

12 Life Lessons from Gian-Carlo Rota (FS)

A guide to moving to Goa (MC)


Linkfest: 12 February, 2021

Some stuff I am reading today morning:

BPCL sale by June (FPJ)

Lenders sell Mallya’s entire stake in MCF (BS)

New twist to H-1B visas for Indians (Rediff)

Get ready for hefty penalty to legalize your crypto assets (Mint)

Startup: Dunzo (Forbes)

Emerging Markets Crisis Investing (Verdad)

The stock market pendulum (Novel Investor)

Best story wins (Morgan Housel)

The investment strategy that makes your life easier ( Common Sense)

Digital Art (A VC)