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Ben Graham’s Warning
Author: Raoji
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Linkfest: 15 February, 2021
Some stuff I am reading today morning:
FasTag to become mandatory by tonight (CNBC)
Bitcoin nears $ 50,000 mark (BS)
India is Asia’s best post-Covid recovery story (Rediff)
Can anything fire the sulking ITC stock? (Mint)
How L&T Infotech came into its own (Forbes)
Sector Watch: FMCG (Ventura)
Interview with Kris Gopalakrishnan (Fortune)
Valuation SaaS Cloud Product Cos (Value2Wealth)
Trend following is hot air (BTM)
Enough (Calibrating Capital)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Have the stomach for a 600 Bagger? (AI)
10 Biggest Money mistakes (Nick Maggiulli)
AB Capital: Peer Comparison (AI)
Mindspace: Refinancing tailwinds (AI)
Top 10 Nifty Cos by Weightage (2008-2021) (Shivam Mitra)
First time in 50 years (AI)
Power Sector Refroms gain pace (Mint)
Unfortunate Investing Traits (Morgan Housel)
How India forced China to end Pangong Tso aggression (Print)
Philippines: Cautionary Tale (AI)
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Weekend Mega Linkfest: 12 February, 2021
Some off beat reads for the weekend:
How India forced China to end Pangong Tso aggression (Print)
Reimagining diplomacy in the post Covid world (S Jaishankar)
Fear of the Butcher’s knife in New Delhi (Swarajya)
Why opposition leaders are unable to erode Modi (Kartikeya Tanna)
How Socialism wiped out Venezeula’s spectacular oil wealth (Reason)
Asian Americans face a wave of violence (Vice)
How the US legalized corruption (Indi Samarajiva)
On Pak-India talks (Naila Inayat)
Rise & fall of the House of Bitcoin (ROW)
Inside the mind of Jeff Bezos (Guardian)
VCs should play bridge (Alex Danco)
Ranji Smile- America’s first celebrity chef (BI)
License No 1744 (Ramki)
12 Life Lessons from Gian-Carlo Rota (FS)
A guide to moving to Goa (MC)
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Have the stomach for a 600 bagger?
