Categories
Observations

Bill Miller on How to pitch a Stock

Source: Cundill Capital

Categories
Links

Linkfest: 13 October, 2021

Some stuff I am reading today morning:

TPG invests in Tata Motors EV PVe business at $9.1 Billion Val (BSE)

Mobikwik enters Unicorn Club (BT)

RBI gives Small Finance Bank license to BharatPe (MC)

RBI bans Haribhakti & Co for 2 years ( Rediff )

MarketCap without HumanCap? (2Point2Capital)

How to deal with abrupt ownership change? (Anand Sridharan)

PayTM’s coming of age IPO (Aswath Damodaran)

I collect cashflows (TRB)

The imminent collapse of digital advertising (Scott Galloway)

China changing its stance on climate goals (Javier Blas)

Categories
Observations

Sentiment Check : 71% Bearish

Hat Tip : TS

Categories
Anecdotes

Ruthless Buffett

Source : Nomad Capital

Categories
Links

Linkfest: 12 October, 2021

Some stuff I am reading today morning:

Nifty hits 18K (Rediff)

Oil hits 7 year highs (BS)

Open Letter of Invesco to Zee shareholders (MC)

Power Crisis: Is India headed for a “Blackout”? (BT)

Ahmedabad Consumer wins refund case against Club Mahindra (AM)

Comparison of Forging Cos (Devesh Kayal)

Interview with Chamath Palihapitiya (Barry Ritholtz)

Invest like a ‘dumb mule’ (Peter Lynch)

The Great Crypto Crackdown (DR)

Perception (Craig Shapiro)