Linkfest: 05 November, 2021

Some stuff I am reading today morning:

Bharti to grow its Payments Bank business (BS)

Used car sellers see brisk business (Rediff)

Stock Talk: Indian Oil (FE)

Interview with Charlie Munger (CNN)

Investors are back in full risk-on mode (ST)

Markets in everything (Common Sense)

Play stupid games, win stupid prizes (Neckar)

Some investment horror stories (Morningstar)

4 abilities every successful investor needs (William Bernstein)

Deep Dive: Coinbase (Hayden Capital)


Linkfest: 04 November, 2021

Wishing all readers a very Happy Diwali.

Some stuff I am reading today morning:

Govt reduces fuel prices (BT)

India’s Covaxin gets WHO approval (IE)

Cairn to withdraw all cases against India (BS)

42 cos approved for White Goods PLI scheme (CNBC)

8 guidelines when questioning management (Nitin Jain)

Digital Influencers & their Lawyers ( Forbes)

Fear & loathing in Cryptoland (Nick Maggiulli)

The next Big Idea (Seth Godin)

Value is in the eye of the Beholder (Brandes Letter)

Buffett used networking also to get ahead (Neckar)


Linkfest: 03 November, 2021

Some stuff I am reading today morning:

Gold Jewellers see best Dhanteras in 3 years (BS)

Delhivery files for IPO (FE)

Huge value unlocking expected in PSUs (Morningstar)

Can Good Knight kill the mosquito incence stick market? (Forbes)

The 15,000 Cr ‘Bike Bot’ scam (India Today)

Bankers rattled by arrest of ex-SBI Chief (CNBC)

Amitabh Bachchan’s NFT collection gets high bids (BT)

Tim Cook wants Facebook dead (Untethered)

An interview with Mark Zuckerberg (Stratechery)

Tesla is a gigantic bubble (Chris Bloomstran)


Linkfest: 02 November, 2021

Some stuff I am reading today morning:

GST collections second highest ever (BS)

WhatsApp rolls out cashback for UPI users (FE)

Indian exports surge (Rediff)

India to achieve ‘Net Zero’ carbon emissions by 2070 (MC)

Former SBI Chairman arrested (HT)

Policy Bazaar IPO: Avoid (Anurag Singh)

Why millenials are investing in Crypto (Raoul Pal)

Bill Miller: An investor’s evolution (Neckar)

Everyone is wrong about the Metaverse (Shaan Puri)

Minimally extractive Meta (Not Boring)


Linkfest: 01 November, 2021

Some stuff I am reading today morning:

Policybazaar IPO opens today (MC)

Five IPOs to hit market in first half of Nov (BS)

My Nykaa thesis explained ( Percy Panthaki )

BNPL is driving festive season sales (BW)

Let the market worry for you (Michael Batnik)

The 10 most dangerous words in investing ( Ben Carlson)

Risking, fast & slow (Nick Maggiulli)

Ahead of the Curve (Morgan Housel)

Wu Wei investing (AM)

Afghanistan’s pivot to Crypto (Decrypt)