Categories
Links

Linkfest: 09 February, 2021

Some stuff I am reading today morning:

Delhi HC allows Future-RIL deal (FE)

Tesla buys $1.5 Billion in Bitcoin (BS)

Emerging Markets stocks lead returns (Capital Spectator)

Graphic: Top 10 Nifty Cos 2008-2021 (Shivam Mitra)

On digital scalable startups (Sajith Pai)

Engineering a Conglomerate (The Diff)

Arrogance Vs Humility (Anand Sridharan)

On Reits in India (VRK100)

10 biggest money mistakes (Nick Maggiulli)

I’m buying some.Just in Case (TRB)

Categories
Banks

PSU Banks : Capital Destroyers

Source: FT
Categories
InvestorPresentations

AB Capital: Peer Comparison

Source: Q3 FY21 Investor Presentation of Aditya Birla Capital Ltd

Categories
Links

Linkfest: 08 February, 2021

Some stuff I am reading today morning:

Adani completes purchase of 23.5% of Mumbai airport (BS)

Rishiganga hydro project washed away due to glacier burst (CNBC)

Nifty 10 Year SIP return zooms to 14% (Free Fincal)

Investing in GSecs (Forbes)

Interview with Stanley Druckenmiller (Off Piste)

The biggest risk is rising interest rates (Howard Marks)

The new world of risk – GameStop and Cryptos (Platinum)

The rise and fall of Bitcoin Billionaire Arthur Hayes (Vanity Fair)

The relentless Jeff Bezos (Stratechery)

Value & Growth demagogues (Contrarian Edge)

Categories
Tweets

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