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)


Shout Out: TIA 20-20 Meet

The TN Investors’ Association is holding the 5th Edition of the Annual 20-20 Ideas Summit in hybrid model (Physical & Online)

They have done me the great honour of inviting me to speak at their meet.

The speaker list is fairly outstanding (with my solitary exception ! ) and I would urge folks to register for it here


Ben Graham’s Warning


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)


Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Have the stomach for a 600 Bagger? (AI)

10 Biggest Money mistakes (Nick Maggiulli)

AB Capital: Peer Comparison (AI)

Mindspace: Refinancing tailwinds (AI)

Top 10 Nifty Cos by Weightage (2008-2021) (Shivam Mitra)

First time in 50 years (AI)

Power Sector Refroms gain pace (Mint)

Unfortunate Investing Traits (Morgan Housel)

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

Philippines: Cautionary Tale (AI)