Category: Links

Some stuff I am reading today morning:

Random Portfolio up 200% from March 2020 lows (Nooresh)

SBI has the last laugh in Vijay Mallya saga (MC)

Suraksha set to buy Jaypee Infratech (FE)

Brookfield’s investments in India (Forbes)

UK Regulator FCA’s concerns about Crypto (Decrypt)

On MicroStrategy’s Bitcoin Strategy (Doomberg)

Interview with Marc Andreessen (Noah Opinion)

Private Equity: Is there anything special there? (Larry Swedroe)

3 Rules to avoid losing money (Steve Cohen)

Jamsetji Tata is the greatest philantrophist of all time (BS)

Some stuff I am reading today morning:

Jet Airways to fly again ( BW)

Kerala FMCG distributors Vs Tata Consumer (CNBC)

How Centrum saw an opportunity in PMC Bank (Forbes)

Bitcoin falls below $30,000 (Coin Desk)

Is RBI running behind the inflation curve? (Fortune)

Commodities-A Relay Race – Lap 2 ( Samkit Capital)

Winners & Losers of the Demographic problem (Farrer Wealth)

4 Qs to explain Asset-Liability mismatch (Morningstar)

Luck (Enso Finance)

Soros & Druckenmiller shorting the Pound (Neckars Notes)

Some stuff I am reading today morning:

India administers 80.96L Covid vaccines in one day (BT)

Govt notifies 18,100 Cr PLI scheme for ACC batteries (MC)

CBI, IOB short listed for divestment (CNBC)

SEBI’s uncovering of the FT liquidity crisis ( MF Critic)

China Central Bank calls for broader Crypto crackdown (Decrypt)

Startup: FamPay (Forbes)

The booming Chinese mobile gaming industry ( China Tech)

Money without borders (Marc Rubinstein)

Interview with John Harris, Sequoia Fund ( Join Colossus)

Analog Summer (A VC)

Some stuff I am reading today morning:

SEBI halts Carlyle-PNB Housing Deal (BT)

PMC Bank depositors plan to move High Court (MC)

Centre: Can’t pay 4L ExGratia to kin of Covid victims (CNBC)

The dark world of IL&FS unmasked (Newsroom Post)

All eyes on Reliance AGM (BS)

Stock Analysis: Jamna Auto (Dr Vijay Malik)

What we found interesting in Q4FY21 Concall transcripts (DSP)

How crypto Titan fell from $64 to $0 overnight (Jon Wu)

What happened to GE? (Bill Gates)

Samsung is in a critical transition (Asian Century Stocks)