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Linkfest: 12 May, 2021

Some stuff I am reading today morning:

533 districts reporting over 10% positivity ( IE )

Cairn to take action against India to access $1.725 Billion award (BS)

Groww to buy Indiabulls Mutual Fund business (BT)

Sudhir Sitapathy to head Godrej Consumer ( BSE)

Interview with Stanley Druckenmiller (CNBC)

Market Values, Cycles and Bubbles (Barry Ritholtz)

The great online game (Not Boring)

On Focal Point Commodities ( Jonatan Pallesen)

Why stocks soared while America struggled (Vox)

In-person Vs On-screen (A VC)

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Linkfest: 11 May, 2021

Some stuff I am reading today morning:

Insights from listed vaccine makers ( Anand Sridharan)

Blackstone acquires Embassy Industrial Parks for 5,250 Cr (MC)

PNB opens QIP issue (BT)

Indigo to raise 3,000 Cr via QIP ( BW)

Ranjan Pai : Building a Healthcare Empire (Fortune)

Inside Paytm 3.0 ( Forbes)

Concentrating on active share ( Occam Investing)

Why the blockchain matters (Seth Godin)

The limits of investing sanity (Morgan Housel)

SNL is the new Shoeshine Boy (TRB)

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Linkfest: 10 May, 2021

Some stuff I am reading today morning:

FPIs continue to sell in May (BT)

Reliance Retail is the second fastest growing retailer in the world ( FE)

The Ellas of Bharat Biotech (Fortune)

Value Investing: A new look ( Howard Marks)

Evaluating SaaS companies (Arpit Lahoty)

The Cocktail Party (Pratyush Rastogi)

The Lithium Gold Rush (NY Times)

Other People’s Money (Marc Rubinstein)

The Martian (Prof Galloway)

10 Things you shouldn’t care about as an investor (Ben Carlson)

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Weekend Mega Linkfest: 07 May, 2021

Some off beat reads for the weekend:

The day of the final game is coming ( M J Akbar)

Victims of TMC’s post poll violence speak up (Op India)

Northern Ireland at 100 (Spiked)

Australia-China Kinetic War (RT)

How Indian Jews are coping with the pandemic (TOI)

India’s empathy-deficit disorder (Mint)

How Jeff Bezos beat the tabloids (Bloomberg)

Redoine Faid: World’s greatest jailbreak artist ( GQ)

Why I don’t want to raise independent children (Indi Samarajiva)

How adult children affect their mother’s happiness (Atlantic)

Russia’s “Eighth Wonder of the World” (BBC)

1909: The English murder of a Hindoo native ( Vishal Ganesan)

Ho Chi Bear & the Ravens ( Truly Adventurous)

Why vaccines are injected in your upper arm muscle (ABC)

New Ideas (Paul Graham)

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Linkfest: 07 May, 2021

Some stuff I am reading today morning:

Record new Covid cases in India (Reuters)

Why is India’s stock market not falling more? (Andy Mukherjee)

Baltic Dry Index hits 10 year high (Rediff)

Exit AAI. Enter Adani (Fortune)

CCI orders probe against Tata Motors (MC)

SEBI passes order on Biocon scrip manipulation case (Money Life)

How Value Investors can gain an edge ( Howard Marks)

Wealth Inequality in Crypto Currecies (Jeremy Neiman)

Graham & Doddsville 2021 Spring Issue ( Columbia University)

An innocent man has been murdered (Daily Reckoning)