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Links

Linkfest : 26 November, 2020

Some stuff I am reading today morning:

India’s foreign exchange reserves at life time highs ( Fortune )

LVB- DBS merger effective from tomorrow ( FE )

Stock Talk : HDFC Bank ( BS)

Last refuge of License Raj( Anand Sridharan)

15 potential winners of Atmanirbhar Bharat ( Ventura )

Why BSNL is the biggest victim of Atmanirbhar Bharat ( BT )

Should you invest in REITs?( Forbes)

There are no short sellers left( Climateer)

Using trailing stops to buy( Andy Snyder)

Berkshire Hathway Vs Tesla ( CR )

Categories
Links

Linkfest : 25 November, 2020

Some stuff I am reading today morning :

RBI rejects Muthoot’s proposal to acquire IDFC AMC ( FE)

Alibaba, Alipay banned in India (MC)

Dow cracks 30,000 ( BS)

The FOMO is back ( Howard Lindzon )

Is Tesla the next Yahoo? ( Nicholas Vardy )

Terry Smith on investing in tobacco stocks (DGI )

The changing face of a bank branch (Rediff )

How Venture Capitalists are deforming Capitalism (New Yorker )

We end our lives as value stocks ( Nick Maggiulli)

Why I invested in Metromile ( Chamath Palihapitiya )

Categories
Links

Linkfest : 24 November, 2020

Some stuff I am reading today morning:

India’s solar power tariffs hit record low ( Mint )

How Central Govt is changing laws to favor Adani ( Telangana Today)

Raghuram Rajan blasts RBI ( BS )

Stock Talk : Balkrishna Industries ( FE )

The Economics of Fund Management ( Marc Rubinstein )

Pleasure of walking tall ( Stable Investor )

On investing in Art ( Barrons )

5 Options for pursuing high returns ( Howard Marks )

Knowing what you are looking for ( A VC)

WHO fears Covid third wave ( Reuters)

Categories
Links

Linkfest : 23 November, 2020

Some stuff I am reading today morning :

Signs that ‘Atma Nirbhar’ package is working ( The Hindu)

Byju’s now valued at $ 12 Billion ( FE )

Is India about to witness a data centre boom?( Fortune )

Why Mumbai Indians is the brand to bet on ( Rediff )

NBFCs have an edge in banking license race ( Mint )

India is getting the rescue of LVB right ( Andy Mukherjee )

For every buyer, there is a seller ( Evidence Investor )

Great companies but wrong stock prices ( ABC )

Wall Street is back to ” Full Bull ” ( DR )

Inside the messy downfall of designer Manish Arora ( Forbes )

Categories
Links

Linkfest : 20 November, 2020

Some stuff I am reading today morning:

The best banking news in years ( CNBC )

The tale of Lakshmi Vilas Bank ( BT )

Oaktree offers 15,000 Cr funding to Vodadone Idea ( BS )

The real story behind India’s two wheeler sales ( Vivek Kaul )

PSU Banks : Value Bargains Or Value Traps? ( Ventura)

A Contrarian’s Guide to playing energy stocks ( Nicholas Vardy )

Bitcoin 101 ( Bitcoin)

Door Dash and Societal Arbitrage ( Ranjan Roy )

We have no ideas what happens next ( Morgan Housel )

Are you too frugal ? ( Retire By 40)