Categories
Tweets

Gold, Bitcoin are Liquidity Plays

Categories
Links

Linkfest: 05 March, 2021

Some stuff I am reading today morning:

Aggressive Adani makes investors laugh all the way (BL)

Wipro acquires Capco for $ 1.45 Billion (BS)

Kotak to handle salary account of Indian Army (Rediff)

SC orders screening of films on OTT (CNBC)

Sector Focus: Textiles (Ventura)

Interview with Kenneth Andrade (Fortune)

How Krishna Ella gave India Covaxin (Forbes)

Why tech/high flying stocks are selling off (Lyall Taylor)

No room on the ARK? (Morningstar)

Invest like a Pronghorn (BTM)

Categories
Excerpts

Not just one decision

Source: Nomad Investment Partnership Letters
Categories
Quotes

Two Ways

Categories
Links

Linkfest: 04 March, 2021

Some stuff I am reading today morning:

PSU stocks are finally getting their day in the sun (Mint) (My sound bite here)

Covaxin demonstrates India’s Pharma prowess (BS)

ED slaps money laundering case on Franklin Templeton (BS)

Adani Ports buys Warburg’s stake in Gangavaram Port (BQ)

Why Jio bought more spectrum than Airtel/Vi (BT)

The IPO routes for India’s Internet Unicorns (Forbes)

Banning cryptocurrencies in India (Yahoo)

Greedy, fearful and all that (Anand Sridharan)

Everyone’s talking bubbles.Is it time to act? (Capital Spectator)

Dr. Copper signals bull market is on (Katusa)