Source: Investor Presentation of Gland Pharma Ltd
Author: Raoji
Categories
Linkfest: 18 May, 2021
Some stuff I am reading today morning:
Wholesale inflation soars to 10.49% in April (BS)
Reliance Jio to construct largest submarine cable system (BT)
TIPS Industries: Optionality Play ( Ankush Agrawal)
Spotify: The sound of streaming (Fortune)
An Agricultural cycle ( Stock Blogger)
Building parallel financial systems (Diff)
The absurdity of today’s valuations (Bill Gurley)
3 Investment hacks for young people (Larissa Fernand)
Banker quits after making millions in Crypto Currency (CNBC)
Short Selling: Open Letter to Lemonade (Muddy Waters)
Categories
RBI: English Pass, History Fail
Source: RBI Bulletin January 2021
The excerpt from the Bulletin is breath taking in its myopic outlook.
Excellent English, but complete complacency/ignorance about the Second Wave. This is ironic as the RBI Governor Das actually is a BA & MA in History
Categories
Linkfest: 17 May, 2021
Some stuff I am reading today morning:
India’s Covid Catastrophe (Bloomberg)
FPIs continue to sell in May (BT)
Akshay Tritiya is a washout for Indian Jewellers (Rediff)
Adani Green to buy Softbank backed SB Energy (BS)
Former Mastek CEO John Owen joins Route Mobile (BSE)
Crypto now is a reflection of real demand (Mark Cuban)
Wall Street’s greatest piece of financial engineering (Forbes)
10 Questions people ask only in a bull market (Irrelevant Investor)
Play your own game (Morgan Housel)
Interview with Stanley Druckenmiller (Vimeo)