Linkfest : 22 January, 2021

Some stuff I am reading today morning :

RBI : Growth headed for ‘ glorious summer’ ( BS )

Hero Motocorp tops cumulative 100 million in sales ( BT )

Farmers reject Centre’s proposal to pause Farm laws ( MC )

Company profile : Metropolis ( Fortune )

So, does ‘hold forever’ work ? ( Anand Sridharan )

Bitcoin’s skid rings alarm bells ( Market Watch )

ARK Invest had a rocking 2020 ( II )

Personal Finance Philosophies ( Morgan Housel )

The rise and rise of venture debt ( Forbes )

Got Gold ? ( Daily Reckoning )


Linkfest: 21 January, 2021

Some stuff I am reading today morning:

Sensex hits 50,000 (FE)

SEBI approves Reliance-Future deal (BT)

Govt ready to pause Farm Laws (BS)

Interview with Indigo CEO Ronojoy Dutta (Fortune)

IPO watch: Story Vs Valuation (Ventura)

Introducing the 8-80 portfolio (Compound Advisors)

Internet Scale Businesses (AM)

Interview with Chuck Akre (Value Investor)

Investing in the Second Machine Age (Morgan Stanley)

When founders turn funders (Forbes)


Linkfest: 20 January, 2021

I am over the moon regarding yesterday’s win. Am still deliriously happy and so going off beat and posting some cricket links:

India have created the greatest moment in their Test history (Sambit Bal)

The day India bullied the bullies out of Fortress Gabba (Robert Craddock)

Thank you and Good night, India ( Greg Baum)

Finding heroes and summoning miracles ( K C Vijaya Kumar)

Forecasting Folly: Aussie edition (Anand Mahindra)

IRFC IPO: India’s bureaucratic AerCap (Skand Capital)

India’s shadow banking crisis will worsen (BS)

Chinese lockdowns causing concerns over iron ore, steel (CNBC)

A battle over Trump tax cuts is brewing (Market Watch)

Why the Canadian tech scene doesn’t work (Alex Danco)


Linkfest: 19 January, 2021

Some stuff I am reading today morning:

Five stock market trends to watch out this year (Mint)

Sunnier growth with a chance of volatility (Neelkanth Mishra)

Maruti Suzuki to hike prices (Reuters)

Franklin Templeton gets investors’ nod to wind down six schemes (BS)

10 things to know about Indigo Paints IPO (MC)

Stock Talk: HCL Technologies (FE)

Stock Analysis: Dr Lal Pathlabs (Ashish Tekwani)

Of vaccinations and base rates (Anand Sridharan)

InsuranceTech : Goosehead (Investing Canon)

Bill Gates is now America’s biggest owner of farmland (Climateer)


Linkfest: 18 January, 2021

Some stuff I am reading today morning:

PLI outlay for servers, laptops at 7,500 Cr (FE)

Reliance aims to embed JioMart in Whatsapp (Mint)

How DHFL fits into Ajay Piramal’s plans (Fortune)

On India’s IPO market (CNBC)

Stock Analysis: Atul Ltd (Dr Vijay Malik)

Signs we’re in a bubble (Anand Sridharan)

We’re near the edge of fire (Katusa)

The PE firms’ PE firm (Marc Rubinstein)

Interview with Cliff Asness (AM)

What does Plaid do? (Technically)