Category: Links

Some stuff I am reading today morning:

The journey of Pharmeasy (CNBC)

Missing dots in Adani Tale (TOI)

Goliaths of real estate are winning the pandemic economy (Forbes)

HDFC Life Insurance Annual Report FY21 Summary (Investdunia)

The unsurprising dominance of Binance ( Front Month)

Will Bitcoin crash the stock market? (Michael Batnick)

Is Tether a Black Swan? (Bernhard Mueller)

How a blog post led to a $14 Billion Co (Jay Kreps)

4 Things an Emergency Fund is not (Morningstar)

Video: Interview with Steven Cohen (Jawad Mian)

Some stuff I am reading today morning:

Chairman’s Statement at Reliance FY2021 AGM (Mukesh Ambani)

Maharashtra Govt approves Adani takeover of Mumbai Airport (BT)

Why is Reliance betting big on green hydrogen? (MC)

India’s record vaccinations may not stop third wave (BS)

What is SushiSwap? ( Decrypt)

Largest VC Crypto Fund launched (BlockCrypto)

Tips for Startup Founders (Utsav Somani)

Can Commodities help in protection from inflation? (Morningstar)

Value Investors need to look at Growth Cos (Institutional Investor)

MeWork (Scott Galloway)

Some stuff I am reading today morning:

Random Portfolio up 200% from March 2020 lows (Nooresh)

SBI has the last laugh in Vijay Mallya saga (MC)

Suraksha set to buy Jaypee Infratech (FE)

Brookfield’s investments in India (Forbes)

UK Regulator FCA’s concerns about Crypto (Decrypt)

On MicroStrategy’s Bitcoin Strategy (Doomberg)

Interview with Marc Andreessen (Noah Opinion)

Private Equity: Is there anything special there? (Larry Swedroe)

3 Rules to avoid losing money (Steve Cohen)

Jamsetji Tata is the greatest philantrophist of all time (BS)

Some stuff I am reading today morning:

Jet Airways to fly again ( BW)

Kerala FMCG distributors Vs Tata Consumer (CNBC)

How Centrum saw an opportunity in PMC Bank (Forbes)

Bitcoin falls below $30,000 (Coin Desk)

Is RBI running behind the inflation curve? (Fortune)

Commodities-A Relay Race – Lap 2 ( Samkit Capital)

Winners & Losers of the Demographic problem (Farrer Wealth)

4 Qs to explain Asset-Liability mismatch (Morningstar)

Luck (Enso Finance)

Soros & Druckenmiller shorting the Pound (Neckars Notes)