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Linkfest: 12 March, 2021

Some stuff I am reading today morning:

Aramco-Reliance deal may speed up (BT)

Why India Inc will not see another bumper quarter of profits (MC)

India to block China’s Huawei (BS)

ECB plans to ramp up bond buying (CNBC)

IDBI Bank out of PCA (Rediff)

Startup: Freshworks (Forbes)

The ‘Greensill’ canary in the coalmine ( Anantha Nageswaran)

The Roblox Micorverse (Stratechery)

The best Crypto Wallets (Matthew Makowski)

Christie’s first NFT art auction tops $60 Million (Yahoo)

Categories
Links

Linkfest: 11 March, 2021

Some stuff I am reading today morning:

74% FDI in Insurance gets Cabinet nod (Rediff)

Why AB Fashion is buying stakes in high end fashion brands (MC)

M&M debunks media claims of layoffs (BSE)

Indian Hotels stock as a recovery play (BS)

Prestige Group sells assets worth 7,467 Cr to Blackstone (BT)

Embassy REIT may give more tax free dividend (FE)

How Roblox became a $30 Billion company (CNBC)

Excel never dies (Not Boring)

Investing: The greatest show on earth (Morgan Housel)

The Conventional Investor’s guide to Bitcoin (Morningstar)

Categories
Links

Linkfest: 10 March, 2021

Some stuff I am reading today morning:

Biden’s $ 1.9 Trillion Covid-19 relief package to pass (Reuters)

Mahindra fires 300 executives as slowdown stings (BT)

Suryoday Bank raises 150 Cr before IPO ( ET)

Loan to real estate developers increase (MC)

Razorpay’s full stack ambition (Forbes)

Stock Analysis: Marksans Pharma (Dr Vijay Malik)

The day the Growth Trade topped (TRB)

The Fed isn’t printing as much as you think (Morgan Housel)

The long run is lying to you (Cliff Asness)

Why a 180 year Norwegian co is investing in Bitcoin (Aker)

Categories
Links

Linkfest: 09 March, 2021

Some stuff I am reading today morning:

BPCL to sell treasury stock at 435 Rs/share (MC)

Muthoot Finance stock tumbles (BL)

Tata Motors shareholders approve hiving off PV business (BS)

Amazon expands food delivery service in Bengaluru (CNBC)

How Mrs. Bectors baked for success (Fortune)

Interview with Cathie Wood (CNBC)

The tide is turning in SPAC land (YAVB)

Coping with crazy (Humble $)

Gold’s cruel performance (Katusa)

Two by two (Prof Galloway)

Categories
Links

Linkfest: 08 March, 2021

Some stuff I am reading today morning:

Bhavish Aggarwal to build world’s largest 2 wheeler factory (MC)

Warburg Pincus to invest 800 Cr in Adani Ports (CNBC)

M&A push Adani Ports towards 500MT target (Fortune)

Brent cracks $70 (Reuters)

Gold prices down 20% from highs (HT)

AIIMS to probe mysterious death of Muthoot Chairman (News Minute)

My Presentation at the TIA Summit (Alpha Ideas)

TIA Presentation: IRCTC ( Tushar Bohra)

TIA Presentation: S Chand (Niteen S Dharmawat)

About Target Maturity debt funds (MF Critic)