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Excerpts

IPO Euphoria Indicator

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A force to reckon with

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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)

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Anecdotes

Discipline

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Excerpts

The Real Risk

Source : Aker Letter to Shareholders