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Linkfest: 15 April, 2021

Some stuff I am reading today morning:

Infosys approves 9,200 Cr buyback (BS)

OFS in NFL, RCF (FE)

Word of caution on the Steel Cycle (Niteen S Dharmawat)

Stock Analysis: SOM Distilleries & Breweries (Dr Vijay Malik)

Common misunderstandings about reserve currencies (Michael Pettis)

Why startup valuations may be misleading (Arpit Lahoty)

Lessons from Mark Leonard (Santangel)

Tiger Global is playing a different game ( Everett Randle)

How people get rich now (Paul Graham)

Non-fungible Taylor Swift (Stratechery)

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