Categories
Links

Linkfest: 12 May, 2021

Some stuff I am reading today morning:

533 districts reporting over 10% positivity ( IE )

Cairn to take action against India to access $1.725 Billion award (BS)

Groww to buy Indiabulls Mutual Fund business (BT)

Sudhir Sitapathy to head Godrej Consumer ( BSE)

Interview with Stanley Druckenmiller (CNBC)

Market Values, Cycles and Bubbles (Barry Ritholtz)

The great online game (Not Boring)

On Focal Point Commodities ( Jonatan Pallesen)

Why stocks soared while America struggled (Vox)

In-person Vs On-screen (A VC)

Categories
Tweets

Same Movie

Categories
InvestorPresentations

Adani Ports: Outlook FY22

Source: Investor Presentation of Adani Ports & SEZ Ltd

Categories
Links

Linkfest: 11 May, 2021

Some stuff I am reading today morning:

Insights from listed vaccine makers ( Anand Sridharan)

Blackstone acquires Embassy Industrial Parks for 5,250 Cr (MC)

PNB opens QIP issue (BT)

Indigo to raise 3,000 Cr via QIP ( BW)

Ranjan Pai : Building a Healthcare Empire (Fortune)

Inside Paytm 3.0 ( Forbes)

Concentrating on active share ( Occam Investing)

Why the blockchain matters (Seth Godin)

The limits of investing sanity (Morgan Housel)

SNL is the new Shoeshine Boy (TRB)

Categories
BookExcerpt

Hunters Vs Farmers

Source : Richer, Wiser, Happier by William Green