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Then & Now

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Linkfest: 16 March, 2021

Some stuff I am reading today morning:

PM Modi to hold meeting with CMs over rising Covid cases (TOI)

Germany to halt Astra Zeneca vaccinations (Reuters)

Tata Communications OFS opens today (BS)

Radico Khaitan on a high (Fortune)

Top smallcap, midcap stock picks (Jeffries)

The death of the small travel agent (Mint)

Everything’s cool till 3% on the 10 Year (TRB)

Bitcoin: There’s No There There (DR)

Financing recurring revenue (Marc Rubinstein)

The secret to saving 50% (RetireBy40)

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DCF Vs Humans

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Excerpts

The action is elsewhere

Source : Credit Suisse Research
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Linkfest: 15 March, 2021

Some stuff I am reading today morning:

Bitcoin surges past $ 61, 000 mark (FE)

India to propose crypto currency ban (Yahoo)

AAI to offload residual stake in Blr/Hyd airports (BS)

Two day bank strike from today onwards (MC)

Greensill-Who is holding the bag? (Bronte Capital)

Missing the forest for the trees (Compounding Machine)

Stock market people, stop troubling real people (Anand Sridharan)

Legacy of a crazy deal (Firehose)

Don’t learn the wrong lessons from the Dot Com crash (II)

Podcast: How boring F&B cos turn into huge stock winners ( Jonathan Fell)