Linkfest : 11 January, 2021

Some stuff I am reading today morning :

Nifty at 40 PE. Sell everything and run away ( Nooresh )

Future Retail returning to normalcy ( BS )

Stock Analysis : Minda Industries ( Dr Vijay Malik )

Sector Focus : Paints ( Ventura )

Video : Steel Sector Basics with Rakesh Arora ( Omkara Capital )

Can India lead in electric two wheelers? ( FE )

EMI traps created by parents ( Subramoney )

Silicon Valley’s China envy ( Can Duruk )

On Digital Decolonization ( David Halpert )

Biden will face new Depression ( DR )


Weekend Mega Linkfest: 08 January, 2021

Some off beat reads for the weekend:

The last 10 Minutes (Yuval Cherlow)

The new architecture of a New India (Sanjeev Sanyal)

The world shook as America raged (New Yorker)

The EU, CAI and the abyss (ORF)

How Kani brothers terrorised a Libyan town (BBC)

What my grandfather’s life taught me about China and America (Vincent Li)

Facebook is a doomsday machine (Atlantic)

Subaltern Hindutva (Abhinav Prakash)

The six husbands every wife should have (Rajiv Mehta)

The musical genius of Late M D Ramanathan (RV)

CIA declassified files of the 1971 war (Vikas)

Jaichand was no traitor (Only Dharma)

Joining Apple 40 years ago (Jean Louis Gassee)

The trouble with Optionality (Mihir Desai)

How Goa’s holiday homes have weathered the pandemic (Mint)


Linkfest: 08 January, 2021

Some stuff I am reading today morning:

Elon Musk is the world’s richest person (BS)

Bitcoin tops $ 40,000 (CNBC)

Trends to back in 2021 (Devarsh Vakil)

Why iron ore prices are pinching (FE)

What does 2021 bring for FMCG Cos (Mint)

Why the ATM industry is struggling (Fortune)

Interview with Sunil Singhania (Abakkus)

How retail investor Gowtham Subramaniam invests his money (Free Fincal)

5 Lessons for full time investors (Ian Cassel)

Spotify & Atomic Unit Economics (Investing Canon)


Linkfest: 07 January, 2021

Some stuff I am reading today morning:

Washington DC on lockdown (NY Post)

UK records more than 1000 daily Corona deaths (BBC)

Latin America see hospitals overflow due to second wave (Reuters)

SBI declares accounts of Anil Ambani cos as fraud (BT)

Maharashtra cuts levies on real estate developers by 50% (FE)

The Indigo strategy (Fortune)

Nykaa plans IPO (Mint)

Your money vaccine for 2021 (Monika Halan )

Why we invested in Bitcoin (Stone Ridge)

4Q 2020 Letter to Investors (Bill Miller)


Linkfest: 06 January, 2021

Some stuff I am reading today morning:

70 Million doses ready for rollout in India (BS)

Vaccine won’t work against South Africa variant (Africa Report)

Investors brace for US Georgia elections (Reuters)

Gold was the best performing asset class in India in 2020 (Mint)

On Long Termism (Anand Shridharan)

Is the US $ about to collapse or rally? (Kimble Charting)

Waiting for the last dance (GMO)

End of mean reversion? (Saber Capital)

What is going to happen in 2021 (A VC)

Advice for giving advice (Irrelevant Investor)