Category: Links

Some stuff I am reading today morning:

Stimulus package of FM Nirmala Sitharaman (Rediff)

Retail inflation rises to 7.61% (BS)

Observations on recent Mutual Fund returns (MF Critic)

Interview with Sanjoy Bhattacharyya (Morningstar)

The religions of Bitcoin,Tesla & Peter Thiel (Generalist)

The Big Lessons from History (Morgan Housel)

Ghost Kitchens are the Wave of the Future (Eater)

Moats & Network Effects in Financial Services (John Street Capital)

On Early Stage Venture Capital (A VC)

Elon Musk had a crazy 2020 (Vanity Fair)

Some stuff I am reading today morning:

Fresh stimulus before Diwali (BS)

India to regulate streaming services (Reuters)

Indigo becomes top aviation stock globally (Mint)

On Pandemic Investing (Sanjay Bakshi)

Don’t buy into the distressed home sales story (Monika Halan)

Stay away from Diwali Picks (Basu Nivesh)

Bandhan Bank aims for the big league (Forbes)

How Apple built its own chip empire (Climateer)

Value’s under performance and imminent resurgence (LT3000)

Covid-19 hospitalizations in the US at all time high (Atlantic)

Some stuff I am reading today morning:

Azim Premji is the most generous Indian (BT)

FM diktat on Rupay cards (BS)

Cracker ban spells doom for Sivakasi (Mint)

Dealers in India Vs Harley Davidson (Reuters)

Larry Fink on ESG (Morningstar)

Smile because it happened (Anand Sridharan)

Is the Internet different? (Stratechery)

The Covid rotation (A VC)

The world of short selling has got sillier and sillier (Jim Chanos)

The Biden Trade may be misguided (ZH)

Some stuff I am reading today morning:

Covid Vaccine sees break through (CNBC)

Equity MFs see fourth straight month of outflows (BS)

Most fund houses convert multicap funds to flexicap (Morningstar)

Stock Talk: Pidilite Industries (Mint)

Why are India’s pilots angry and anxious (Rediff)

Chinese goods continue to sparkle this Diwali (MC)

Interview with Bill Miller (AM)

The Investor’s worst enemy (Katusa)

How Jack Ma stole Ali Pay from fellow Alibaba shareholders (Reddit)

The Car Owner’s Dilemma (Money Life)

Some stuff I am reading today morning:

SFIO probe demanded against Godfrey Philips (BS)

The Stock Market doesn’t care who wins (TRB)

The missing pieces in Jet Air’s revival plan (Rediff)

China seeks to control world shipping (IssuesInsights)

Leaders understand the role of Luck ( Jeff Immelt )

Financing the American home (Net Interest)

What if stocks don’t always go up? (Yahoo)

Do you have a one page plan? (Evidence Investor)

Financial History as a Teacher (Chris Mayer)

Risk Taking & Bet Sizing (AM)