Categories
Links

Linkfest: 19 May, 2021

Some stuff I am reading today morning:

Are benchmark indices headed towards all time highs? (FE)

Anger grows as Covid-19 engulfs rural India ( BS)

On Insurer death-claims during Covid first wave (Anand Sridharan)

Interview with Kalpen Parekh ( FE)

Return Probabilities of Indian Indices (Abhinav Mehrotra)

How Xiaomi transformed itself into a Made in India brand ( Forbes)

The $4 Billion Unicorn you need to hear about (Tiger Feathers)

As Crypto Currency goes wild, regulators get worried (Washington Post)

Elon Musk, Chamath Palihapitiya, Cathie Wood face a reckoning (Bloomberg)

Grift is Good ( Can Duruk)

Categories
Anecdotes

A Lifelong Lesson

Mr. Rieder is the CIO at BlackRock which has an AUM of $ 8.5 Trillion

Source: WSJ
Categories
InvestorPresentations

Generic Injectables: Growth Opportunity

Source: Investor Presentation of Gland Pharma Ltd

Categories
Links

Linkfest: 18 May, 2021

Some stuff I am reading today morning:

Wholesale inflation soars to 10.49% in April (BS)

Reliance Jio to construct largest submarine cable system (BT)

TIPS Industries: Optionality Play ( Ankush Agrawal)

Spotify: The sound of streaming (Fortune)

An Agricultural cycle ( Stock Blogger)

Building parallel financial systems (Diff)

The absurdity of today’s valuations (Bill Gurley)

3 Investment hacks for young people (Larissa Fernand)

Banker quits after making millions in Crypto Currency (CNBC)

Short Selling: Open Letter to Lemonade (Muddy Waters)

Categories
InvestorPresentations Textiles

Gokaldas Exports: What a Turnaround looks like

Source: Investor Presentation of Gokaldas Exports Ltd