Categories
Links

Linkfest: 10 March, 2021

Some stuff I am reading today morning:

Biden’s $ 1.9 Trillion Covid-19 relief package to pass (Reuters)

Mahindra fires 300 executives as slowdown stings (BT)

Suryoday Bank raises 150 Cr before IPO ( ET)

Loan to real estate developers increase (MC)

Razorpay’s full stack ambition (Forbes)

Stock Analysis: Marksans Pharma (Dr Vijay Malik)

The day the Growth Trade topped (TRB)

The Fed isn’t printing as much as you think (Morgan Housel)

The long run is lying to you (Cliff Asness)

Why a 180 year Norwegian co is investing in Bitcoin (Aker)

Categories
Anecdotes

Discipline

Categories
Excerpts

The Real Risk

Source : Aker Letter to Shareholders
Categories
Links

Linkfest: 09 March, 2021

Some stuff I am reading today morning:

BPCL to sell treasury stock at 435 Rs/share (MC)

Muthoot Finance stock tumbles (BL)

Tata Motors shareholders approve hiving off PV business (BS)

Amazon expands food delivery service in Bengaluru (CNBC)

How Mrs. Bectors baked for success (Fortune)

Interview with Cathie Wood (CNBC)

The tide is turning in SPAC land (YAVB)

Coping with crazy (Humble $)

Gold’s cruel performance (Katusa)

Two by two (Prof Galloway)

Categories
Observations

The last bear had turned a bull