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Weekend Mega Linkfest: 18 February, 2022

Some off beat reads for the weekend:

Shah Bano 2.0 (Open)

Winning elections bigger than dynasties (Vir Sanghvi)

US Army is not ready for a war with Russian Army (SWJ)

Inside the Taliban’s return to power (Guardian)

Justin Trudeau’s phony dictatorship (Unherd)

The rise of antisemitism in Europe (TOI)

Demolitions in Nairobi (Jacobin)

Spotify in Pakistan (RoW)

France is living in Zemmour’s world (Palladium)

Thread: Why Stalin purged the Old Bolsheviks (Kamil Galeev)

Dr. Subramanian & Ludhiana Basketball Academy (Fifty Two)

Thread: Vasudev Balwant Phadke (Sadaa Shree)

Pune Engineers helps 26 Villages become drought free (BI)

Thread: My wife’s transformation (KA)

The story of how I met my education (Nisha Susan)

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Linkfest: 18 February, 2022

Some stuff I am reading today morning:

2022 salary hikes to hit 6 year high (Fortune)

Govt moves ahead on National Hydrogen Mission (MC)

SEBI alleges NSE MD ran a money making scheme (BS)

Why Saudi Arabia is refusing to hike oil output (CNBC)

LIC’s IPO weighing on other insurers (BW)

Startup: 10Club (Forbes)

Charlie Munger on Crypto (FE)

Pershing Square Annual Investor Presentation (PSCM)

How do investors fail? (Nick Maggiulli)

Investors should ignore major macro events (BI)

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Linkfest: 17 February, 2022

Some stuff I am reading today morning:

FPI selling nears $6 Billion in 2022 (Rediff)

India’s IPO mania gets reality check (BS)

PLI Scheme for agrochemicals soon (Fortune)

How we bag multibaggers (Aequitas)

Thread: Jubilant Ingrevia (Average Trader)

Thread: RHI Magnesita (Niveshaay)

Tale of Two Microcaps (Bhavik Mehta)

Interview with James Anderson (Big Picture)

Value Stocks like higher inflation (Ben Carlson)

Facebook’s downturn was a long time coming (Marker)

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Links

Linkfest: 16 February, 2022

Some stuff I am reading today morning:

What went wrong with ABG Shipyard? (MC)

Thread: Rajeev Jain bro (Intrinsic Compounding)

Stock Talk: SNL Bearings Ltd (Dolly)

Revisiting the FANGAM stocks (Aswath Damodaran)

Minsky Moments in Venture Capital (Abraham Thomas)

Crypto market back above $2 Trillion (Decrypt)

Tencent backed Sea’s $16 Billion Crash (BS)

Not a Rare to Spare (Doomberg)

The quest for intangible value (Neckar)

Q4 2021 Letter to Investors (Hayden Capital)

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Linkfest: 15 February, 2022

Some stuff I am reading today morning:

Why Nifty fell by 500 points (FE)

Newly listed stocks hit record lows (BS)

Oil can cross $100 (CNBC)

Jio Platforms to invest $200 Million in Glance (MC)

LIC: All is not well (Forbes)

RBI Dy Governor: Ban Crypto (BT)

Why SEBI barred Anil Ambani from the markets (Fortune)

Positioning for rising rates (Marc Rubinstein)

Speculative frenzy in virtual real estate (Scott Galloway)

What Russian media is saying (Climateer)