Linkfest: 16 February, 2022

Some stuff I am reading today morning:

What went wrong with ABG Shipyard? (MC)

Thread: Rajeev Jain bro (Intrinsic Compounding)

Stock Talk: SNL Bearings Ltd (Dolly)

Revisiting the FANGAM stocks (Aswath Damodaran)

Minsky Moments in Venture Capital (Abraham Thomas)

Crypto market back above $2 Trillion (Decrypt)

Tencent backed Sea’s $16 Billion Crash (BS)

Not a Rare to Spare (Doomberg)

The quest for intangible value (Neckar)

Q4 2021 Letter to Investors (Hayden Capital)

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