Categories
Links

Linkfest: 14 October, 2021

Some stuff I am reading today morning:

PM launches Gati Shakti (Narendra Modi)

Fed to begin tapering process by mid-Nov (CNBC)

Dish TV rejects Yes Bank’s demand for EGM (BS)

Stock Talk: Adani Ports (FE)

Interview of Nikhil Vora (MC)

Takeaways from Terry Smith’s Speech (CWS)

The great Indian pivot (Stallion)

New Bank Locker rules 2022 (Good Moneying)

Raising VC money when you are not a white male (Yehong Zhu)

Why budgets make people angry (Ben Carlson)

Categories
MegaTrends

Mega Trend : Electric Passenger Vehicles

Source : FT
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