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Linkfest: 14 February, 2022

Some stuff I am reading today morning:

Shocking developments at National Stock Exchange (BL)

Pentagon orders US troops out of Ukraine (CNBC)

IPO Watch: LIC (MC)

Tenets of Commodity Investing (Jatin Khemani)

Thread: Revenue Recognition in Real Estate Stocks (Katalyst Wealth)

Attention Allocation matters more than Asset Allocation (Nick Maggiulli)

Addition by Subtraction (Novel Investor)

The Internet turned money into a hobby (Vox)

Russia & China are attacking the US $ ( Craig Shapiro)

Obituary: Rahul Bajaj (BS)

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Weekend Mega Linkfest: 11 February, 2022

Some off beat reads for the weekend:

Mossad in Iran (BBC)

Modi’s Foreign Policy juggling act (Foreign Policy)

On the Historical Unity of Russians & Ukrainians (Vladimir Putin)

Is China committing genocide against the Uyghurs? (Smithsonian)

When France executed its own soldiers (Jacobin)

When Britain imprisoned its wartime refugees (Guardian)

The Bloody Sunday Cover Up (Kevin Rooney)

Reason for over-sized Macron-Putin table (RT)

Time to save Congress is now (Vir Sanghvi)

Lata Mangeshkar: Her Own Superstar (M J Akbar)

Thread: Lata Mangeshkar, the Photographer (Paperclip)

Its your friends who break your heart (Atlantic)

Thread: The Indian-origin Romas of Europe (Madeline Potter)

The Dragnet for M N Roy ( Gautam Pemmaraju)

Drive: Ladhaki Winter in a Thar (Team BHP)

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Linkfest: 11 February, 2022

Some stuff I am reading today morning:

RBI keeps rates on hold (Forbes)

US Inflation surges to 7.5% (CNBC)

Adani Wilmar up in 68% in 3 days (BS)

‘Thums Up’ becomes a Billion $ Brand ( BT )

Govt eases rules for foreign travellers (BS)

Hundreds of BharatPe Resumes hit the market (MC)

Thread: Neuland Labs (Midhun)

Interview with Aditya Khemka (CNBC)

RBI Governor: Cryptos are not even worth a tulip (Rediff)

Deep Dive: Xiaomi ( Value Punks)

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Links

Linkfest: 10 February, 2022

Some stuff I am reading today morning:

Mutual Fund Industry cross 5 Crore SIPs (MC)

LIC likely to file DRHP for IPO today (BT)

Govt open to changes in Capital Tax regime (BS)

Gail pre-pones US gas supplies (Rediff)

Thread: Stovekraft (Mayank Makkar)

More than just an Angel (Fortune)

Last Sane Man on Wall Street ( NY Mag)

A brewing economic crisis (Daily Reckoning)

The ultimate superpower in investing (Charlie Bilello)

Digital advertising in 2022 (Stratechery)

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Links

Linkfest: 09 February, 2022

Some stuff I am reading today morning:

Gautam Adani is now Asia’s richest person (BS)

How Micro Labs stuck gold with Dolo 650 (Forbes)

Interview with Dabur CEO Mohit Malhotra (FE)

Is this Bharat’s Suzuki moment ? (Bhavik Mehta )

Startup: Mensa Brands (Fortune)

MFs realign overseas offers after SEBI diktat (Rediff)

The Crypto backlash is booming (Atlantic)

Thread: 25 Investing “Truths” that ain’t so (Max Koh)

Buffett’s $152B Apple bet, explained (Trung Phan)

Thread: The best businesses in the world (Lion Investing )