Author: Raoji

Some stuff I am reading today morning:

Second wave of India’s Covid Crisis in 5 charts (CNBC)

Till Babus understand reality, growth won’t happen ( K Ilango)

Have you seen a ‘Teji’ ? (Aashish Somaiyaa)

AU Small Finance Bank slips on asset quality concerns (BS)

Stock Talk: AU Small Finance Bank (Forbes)

Berkshire Hathway 2021 Annual Meeting Transcript (Rev)

Crypto market cap doubles to $2.3 Trillion in 3 months (FE)

The demand side of a Crypto Network (A VC)

Understanding Optionality (ShawSpring Partners)

Understanding Edge (Moon Tower Meta)

Some stuff I am reading today morning:

Reliance Q4 net profit more than doubles (Rediff)

FPIs turn net sellers (BS)

2021 Letter to Shareholders (Vallum Capital)

Why we invested in Indiamart (Arisaig)

Interview with Softbank trader, Akshay Naheta (Fortune)

Some of the most legendary trades made in history (Srivatsan Prakash)

Days of Future Past (TRB)

Notes from 2021 Berkshire Hathaway Annual Meeting (Rational Walk)

Why even Buffett has been buffetted by the index (Evidence Investor)

The Goldman Sachs of Crypto (Marc Rubinstein)