Category: Links

Some stuff I am reading today morning:

Infosys approves 9,200 Cr buyback (BS)

OFS in NFL, RCF (FE)

Word of caution on the Steel Cycle (Niteen S Dharmawat)

Stock Analysis: SOM Distilleries & Breweries (Dr Vijay Malik)

Common misunderstandings about reserve currencies (Michael Pettis)

Why startup valuations may be misleading (Arpit Lahoty)

Lessons from Mark Leonard (Santangel)

Tiger Global is playing a different game ( Everett Randle)

How people get rich now (Paul Graham)

Non-fungible Taylor Swift (Stratechery)

Some stuff I am reading today morning:

15 Day Janata curfew in Maharashtra (TOI)

Monsoon likely to be normal this year (BS)

How Dr. Reddys became India’s third Covid vaccine maker (Forbes)

Why I quit trading ( Prashanth Krish )

Investing in non-linerarity (Ankush Agarwal)

Add Crypto to India Stack (Balaji Srinivasan)

Interview with John Schlifske (Barry Ritholtz)

Rappi: The $7B Meituan of Latin America (Nan Wang)

The most important rule in Investing (Compound)

You ever notice its the same people? (TRB)

Wishing readers on the auspicious day of Gudi Padwa.

Some stuff I am reading today morning:

Blood bath on Dalal Street (BS)

Industry output contracts 3.6% in February (BT)

Case Study: Suven Pharma (Ankush Agarwal)

Can Crypto help close India’s SME financing gap? (iSpirt)

VC Firm : India Quotient (Forbes)

The main problem in using stocks for income investing (Aleph)

We Work: We Good Now? (Not Boring)

What sort of a business is investment banking? (Marc Rubinstein)

What we learnt in the last Quarter (Farrer Wealth)

Behind the rise & fall of an esteemed Value Shop (Morningstar)

Some stuff I am reading today morning :

Economic recovery under serious Covid threat ( FE )

Data breach at Upstox ( CNBC )

What I know about the markets ( Samir Arora)

On the gold loan business ( 2Point 2 Capital)

Sunil Mittal’s Harshad Mehta connection ( Siddharth Misra )

India’s unicorn party is just getting started ( Forbes )

Fireside chat with LiLu ( Relic Phillips )

The Barbell strategy approach to investing ( James Baird )

So you want to be an Emerging Manager? ( Paul Enright )

Too much, too soon ,too fast ( Morgan Housel )