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Delightfully Humbling
Author: Raoji
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Innovative Tyres: Brutally Honest
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Linkfest: 21 December, 2021
Some stuff I am reading today morning:
WHO sounds warning over Omicron variant (BS)
Financial stocks may outperform broader markets (Aparna Iyer)
Thread: Adani Green (Vinit Bolinjkar)
Stock Talk: Ujjivan Financials (Candor)
FMCG: Battle of distributors (Fortune)
Why do owner operator outperform typical public cos? (AM)
How much does a VC need to make? (Factor Research)
The Pull Forward (A VC)
Interview: Michael Mauboussin (Big Picture)
Bill Foley: The most interesting Billionaire you never heard of (CA)
Categories
Inflation Divergence
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Linkfest: 20 December, 2021
Some stuff I am reading today morning:
Netherlands goes into lockdown (BBC)
LIC IPO ‘on course’ (BT)
How Dabur is resizing its FMCG business (Forbes)
Company Profile: AGS Transact Technologies ( Business India)
The 250 Bagger story (AEquitas)
3 Acts of Entrepreneurship that accelerated India’s startup ecosytem (IE)
Are you saving too much money? (Darius Foroux)
The myth of Private Equity ( Jeffrey Hooke)
2022: The best is still yet to come (Not Boring)
How 3 American families shielded their fortunes from taxes for generations (Pro Publica)