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Linkfest: 24 February, 2022

Some stuff I am reading today morning:

Thread: Ukraine at the edge of war (Max Seddon)

Mukesh Ambani: India’s green energy exports to touch $500 Billion (BS)

LIC IPO takes equity cult deeper in India (FE)

LIC- The Kamadhenu (Bala)

Stock Talk: Policybazaar (Forbes)

The case for Bitcoin as ‘digital gold’ is falling apart (CNBC)

Thread: On Tech growth post Covid (Jamin Ball)

The downside & upside to speculative investing (Morningstar)

The importance of Price Discipline (Christopher Davis)

Now you get it (Morgan Housel)

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Links

Linkfest: 23 February, 2022

Some stuff I am reading today morning:

Oil Prices surge (CNBC)

Petrol, Diesel hike coming after elections (BS)

Households must prepare for hefty hikes in LPG prices (Rediff)

Sector Watch: Power (Morningstar)

Thread: Why investors pass on startups (Vaibhav Domkundwar)

Shrinkflation (NPR)

The worst thing you could do right now (TRB)

What Canada means for Crypto (Doomberg)

Meta Facebook Crash (Big Picture)

Personal Finance: Spendypants Adult Children (MM)

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Linkfest: 22 February, 2022

Some stuff I am reading today morning:

Putin’s declaration of War (Guardian)

New age cos face torrid times on Dalal Street (Forbes)

India’s bleeding unicorns (CNBC)

SAT dismissed SEBI order against HDFC Bank (Rediff)

SEBI’s stunning about turn (Fortune)

No entrepreneur should believe PE funds (Padmaja Reddy)

Stock Talk: Technvision (Value2Wealth)

Defensive hedging as a strategy (Fiaz)

Investing Richard Lawrence-style (Asian Century)

How UP completed the Saryu Canal Project (Print)

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Links

Linkfest: 21 February, 2022

Some stuff I am reading today morning:

Russia-Ukraine crisis intensifies (Guardian)

World’s largest NFT marketplace hacked (BS)

Tata’s OTT play (Forbes)

Munjal Vs Munjal (Fortune)

Sector: Paper (Dr Vijay Malik)

Charlie Munger: 2022 Daily Journal Meeting Transcript (Junto)

A good filter for finding winners (Chris Mayer)

A bear market for Stocks (Michael Batnick)

A return to fundamentals (A VC)

10 Lessons in 10 years of pursuing financial independence (Aussie Firebug)

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Links

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)