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Linkfest: 04 May, 2021

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)

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Linkfest: 03 May, 2021

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)

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Weekend Mega Linkfest: 30 April, 2021

Some off beat reads for the weekend:

Dr. Rajendra Bharud, the IAS officer who saved Nandurbar (Better India)

The sacrifice of Narayan Dabhadkar (Shefali Vaidya)

Bill Gates is a vaccine racist (Indi Samarajiva)

The last days of Satoshi (Bitcoin Mag)

What is Western Art doing in Tehran? (Al Jazeera)

The secret spies keeping Baghdad safe (Guernica)

Pakistan: The land without small mercies (Mehr Tarar)

The everyday racism of offshore call centers (ROW)

Danger to Jews from Christian missionaries (TOI)

Crime: Family Business (Truly Adventurous)

Bengaluru: A Phoneix that rose from the plague ( LHI)

Battle of Pawankhind ( Varadraj Adya )

Amitabh Bachchan’s car collection (Team BHP)

The Secretary who turned liquid paper into a multi-million $ business (Hustle)

Satyajit Ray: From genius to divinity (M J Akbar)

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Links

Linkfest: 30 April, 2021

Some stuff I am reading today morning:

Home Ministry orders all States to implement containment measures ( CNBC )

India’s coronavirus infections cross 18 million (Reuters)

US tells citizens to leave India (IE)

Tata moves ahead to acquire Big Basket (FE)

Global indices are in strong uptrends (Nooresh)

How the iron ore market has changed over last 75 years (Javier Blas)

Stock Talk: SRF (Forbes)

SEBI is playing to the gallery (Bala)

The psychology of fighting the last crash ( Common Sense)

Investing is a bit like Pro-Sports (David Poppe)

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Links

Linkfest: 29 April,2021

Some stuff I am reading today morning:

20% of salary of key Mutual Fund employees to be in MF units (SEBI)

Aramco-Reliance discuss share swap deal (ET)

First peek at Zomato’s financial ratios (Mint)

Tamilnad Mercantile Bank eyes IPO by Dec (Rediff)

Startup: Gupshup (Forbes)

Twilio: Messaging, margins and markets ( Join Colossus)

Don’t buy what others want to sell you (Aleph)

There is no alternative to the Stock Market (Humble $)

Do you have an investing edge? (Monevator)

Money: The greatest story ever told (Blair)