Linkfest : 02 December, 2020

Some stuff I am reading today morning :

Burger King India IPO opens today ( BS )

RBI’s options narrow ( FE )

Nov 2020 GST collections higher than Nov 2019 (Rediff )

Tata Motors grabs market share ( GaadiWaadi )

Making sense of sky high stock prices ( Robert Shiller)

Bitcoin is Back. Again. ( NY Times )

Startup : Cars24 ( Forbes )

The ghosts of Commentary Future ( Epsilon Theory)

Rich as I say, not as I do ( Nick Maggiulli)

Where did all the rogue traders go? ( Marc Rubinstein )


Linkfest : 01 December, 2020

Some stuff I am reading today morning :

Volumes in F&O to shrink from today ( BS )

Why this may be the wrong time to give up hope on India ( Anantha Nageswaran )

CCI goes after Google Pay ( FE)

How CSB Bank made a dramatic turnaround ( Rediff )

Stock Talk : Solar Industries ( Ventura )

Short Idea : Kandi Technologies ( Hindenburg)

We are at the beginning of the Commodity Super Cycle ( WoW)

How I invest my money ( Peter Lazaroff)

Crypto Wallets are not bank accounts( A VC )

Huawei, 5G and the man who conquered noise ( Wired)


Linkfest : 27 November, 2020

Some stuff I am reading today morning:

Cox & Kings promoter arrested ( BS)

LVB bond holders also get wiped out ( MC )

Stock Talk : Tata Consumer Products ( Free Fincal )

GoI bets big on EVs ( Fortune )

Chinese Lala cannot move in India ( BT )

Ching : India’s biggest desi Chinese brand ( CNBC TV18 )

A guide to ESG Investing ( Katusa )

Business Class Culture ( Pratyush Rastogi)

Compounders ( The Generalist)

F C Kohli, father of Indian IT industry, dies( Mint)


Linkfest : 26 November, 2020

Some stuff I am reading today morning:

India’s foreign exchange reserves at life time highs ( Fortune )

LVB- DBS merger effective from tomorrow ( FE )

Stock Talk : HDFC Bank ( BS)

Last refuge of License Raj( Anand Sridharan)

15 potential winners of Atmanirbhar Bharat ( Ventura )

Why BSNL is the biggest victim of Atmanirbhar Bharat ( BT )

Should you invest in REITs?( Forbes)

There are no short sellers left( Climateer)

Using trailing stops to buy( Andy Snyder)

Berkshire Hathway Vs Tesla ( CR )


Linkfest : 25 November, 2020

Some stuff I am reading today morning :

RBI rejects Muthoot’s proposal to acquire IDFC AMC ( FE)

Alibaba, Alipay banned in India (MC)

Dow cracks 30,000 ( BS)

The FOMO is back ( Howard Lindzon )

Is Tesla the next Yahoo? ( Nicholas Vardy )

Terry Smith on investing in tobacco stocks (DGI )

The changing face of a bank branch (Rediff )

How Venture Capitalists are deforming Capitalism (New Yorker )

We end our lives as value stocks ( Nick Maggiulli)

Why I invested in Metromile ( Chamath Palihapitiya )