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Linkfest: 21 December, 2021

Some stuff I am reading today morning:

WHO sounds warning over Omicron variant (BS)

Financial stocks may outperform broader markets (Aparna Iyer)

Thread: Adani Green (Vinit Bolinjkar)

Stock Talk: Ujjivan Financials (Candor)

FMCG: Battle of distributors (Fortune)

Why do owner operator outperform typical public cos? (AM)

How much does a VC need to make? (Factor Research)

The Pull Forward (A VC)

Interview: Michael Mauboussin (Big Picture)

Bill Foley: The most interesting Billionaire you never heard of (CA)

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Links

Linkfest: 20 December, 2021

Some stuff I am reading today morning:

Netherlands goes into lockdown (BBC)

LIC IPO ‘on course’ (BT)

How Dabur is resizing its FMCG business (Forbes)

Company Profile: AGS Transact Technologies ( Business India)

The 250 Bagger story (AEquitas)

3 Acts of Entrepreneurship that accelerated India’s startup ecosytem (IE)

Are you saving too much money? (Darius Foroux)

The myth of Private Equity ( Jeffrey Hooke)

2022: The best is still yet to come (Not Boring)

How 3 American families shielded their fortunes from taxes for generations (Pro Publica)

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Links

Weekend Mega Linkfest: 18 December, 2021

Some off beat reads for the weekend:

The Re-Hinduisation of India (Open)

In PM’s work , echoes of a Maratha Queen’s legacy (IE)

Tse Chi Lop: The world’s most innovative Drug Lord (Toronto Life)

Hu Xijin: China’s Troll King (Guardian)

Delhi’s trash problem (Roshni D’Souza)

Its time for Boris Johnson to go (Giles Fraser)

Jewish extremist violence against Arabs (TOI)

The resurgence of Marcos dynasty in Philippines (Al Jazeera)

10 years of Kim Jong Un (Tom Fowdy)

Yale’s secret society Skull & Bones (Palladium)

How Shein reinvented fast fashion (RoW)

How Saffron Stays changed weekend getaways (Mint)

How Congress leaders reacted to Dwyer’s assassination ( Yung Bhujang)

How custard changed India’s sweet tooth ( Sharanya Deepak)

The story of the free eater (Dr. Prashant Mishra)

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Links

Linkfest: 17 December, 2021

Some stuff I am reading today morning:

Jio introduces One Rupee prepaid plan (India Today)

Sameer Gehlaut to quit Indiabulls Housing Finance (BSE)

Lohum Cleantech & the art of recycling (Business India)

Sentient Labs announces hydrogen fuel cell bus (BL)

Thread: Think CNG (Katalyst Wealth)

Thread: Map My India ( Swapnil Kabra )

Does Crypto protect you from Inflation? (BFC)

More Americans invested in Ethereum than stocks in 2021 (A VC)

Investing lessons from Salman Khan (Gunavanth Vaid)

My biggest lessons from 2021 (Validea)

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Links

Linkfest: 16 December, 2021

Some stuff I am reading today morning:

Cabinet approves 76,000 Cr PLI scheme for semiconductors (Fortune)

WhatsApp launches pilot for financial inclusion (Rediff)

More pain for Paytm shareholders ( BT )

SBI MF IPO on the cards (FE)

Notes from ITC’s first analyst meet (BS)

Indian space startups ready for take off (Forbes)

NFTs explained (Cnet)

The age of financial misinformation (Nick Maggiulli)

Supply is a bitch (Howard Lindzon)

Interview with Doug Colkitt (Join Colossus)