Category: Links

Some stuff I am reading today morning:

Russia to remove $ assets from wealth fund (CNBC)

Can auto sales rebound any time soon? (BS)

DMart buys 7 properties worth 400 Cr (MC)

Stock Talk: Matrimony.com (Big Investor)

Twitter Blue has launched ( Protocol)

Your father’s stock market is never coming back (Josh Brown)

FinTech Intermediation and potential pitfalls (Kedar)

How Anjali Sud transformed Vimeo (Forbes)

On Four Decades of Investing at Baillie Gifford ( Charles Plowden)

Master Series: Francois Rochon (Masters Invest)

Some stuff I am reading today morning:

Fuel prices break all records in India ( BT)

Corona disaster leaves deep scars on India’s economy (BS)

No RBI rate action likely (MC)

How Tata Consumer plans to be a formidable FMCG player (Rediff)

How Tata Motors became India’s 3rd largest car maker (Forbes)

On the Bonus Debentures of Brittania (Leading Nowhere)

Is the stock market out of touch with the economy (Morningstar)

Master Series: David Rolfe ( Masters Invest)

We are at the top of the Bubble (Alasdair Macleod)

The limits to Blockchain Scalability ( Vitalik Buterin )

Some stuff I am reading today morning:

Carlyle investment in PNB Hsg is against minority shareholders (Random Gyan)

The anatomy of Barclay’s investment in PG Electroplast (Leading Nowhere)

WazirX launches NFT marketplace (FE)

On Marcellus Coffee Can Portfolio (Tijori)

Manoj Menon: My best Stock Pick-Jubilant Food (You Tube)

Chamath Palihapitya: The Pied Piper of SPACs (New Yorker)

Learning about DeFi is hard (Irrelevant Investor)

The bull case for Ethereum ( Not Boring)

The globalization of Venture Capital investing (A VC)

200 years of Asset Class Returns (Common Sense)

Some stuff I am reading today morning:

How RBI is causing the bubble in Equity Markets (Prof Ananth Narayan)

Banks cannot block crypto currency transactions (RBI)

Amul blasts PETA India (FE)

Global EV rush fails to rub off on India ( Forbes)

Interview with Ronnie Screwvala ( Fortune)

Harendra Kumar: My best stock pick- Balrampur Chini (You Tube)

A few things we learned in Q1 FY2021 ( Octahedron Capital)

‘Wild West’ in housing, stocks and crypto (Robert Shiller)

The rise and fall of Commodity Indices ( Verdad)

Do you have mad money in your portfolio? (Morningstar)

Some stuff I am reading today morning:

Zerodha’s FY2021 profit doubles to 1000 Cr (BS)

Malls suffer 3,000 Cr loss due to lockdowns (Rediff)

Stock Talk: Concor (FE)

Transforming Tata (Not Boring)

Startup : Groww ( Junior VC )

Klarna: The $31B Snapchat of Personal Banking ( Nan Wang)

The Cost of Cloud, a Trillion $ Paradox ( A16z)

My adventures in CryptoLand (Marc Rubinstein)

How to do Long Term (Morgan Housel)

Times of Fraud, Mania & Chicanery ( Investor Amnesia)