Category: Links

Wishing readers on the auspicious day of Gudi Padwa.

Some stuff I am reading today morning:

Blood bath on Dalal Street (BS)

Industry output contracts 3.6% in February (BT)

Case Study: Suven Pharma (Ankush Agarwal)

Can Crypto help close India’s SME financing gap? (iSpirt)

VC Firm : India Quotient (Forbes)

The main problem in using stocks for income investing (Aleph)

We Work: We Good Now? (Not Boring)

What sort of a business is investment banking? (Marc Rubinstein)

What we learnt in the last Quarter (Farrer Wealth)

Behind the rise & fall of an esteemed Value Shop (Morningstar)

Some stuff I am reading today morning :

Economic recovery under serious Covid threat ( FE )

Data breach at Upstox ( CNBC )

What I know about the markets ( Samir Arora)

On the gold loan business ( 2Point 2 Capital)

Sunil Mittal’s Harshad Mehta connection ( Siddharth Misra )

India’s unicorn party is just getting started ( Forbes )

Fireside chat with LiLu ( Relic Phillips )

The Barbell strategy approach to investing ( James Baird )

So you want to be an Emerging Manager? ( Paul Enright )

Too much, too soon ,too fast ( Morgan Housel )

Some stuff I am reading today morning:

India Mutual Funds massively underperform ( SPGlobal)

PM Modi discusses Covid situation with CMs ( BS)

Summer of discontent back to haunt India’s airlines (Rediff)

Piramal Glass starts new journey with Blackstone (Forbes)

Did PayTM just bury corporate governance? (Entrackr)

Nearly 95% of Indian stocks have positive momentum (Prashanth)

On Probability (Lucky Maverick)

Revenge of the Winklevii (Forbes)

A Conversation with Bill Ackman (Havard)

On starting a fund management business (Neckar)

Some stuff I am reading today morning:

RBI holds rates, unveils new measures (Fortune)

What next Mr. Gautam Adani? (BL)

SEBI fines Ambani family (BS)

How new partnerships will change India Payments (Forbes)

Why Zerodha is not raising money (Nithin Kamath)

Jamie Dimon’s Letter to shareholders (J P Morgan)

Its hard to kill the stock market (Tony Isola)

Owning the best stocks is hard (Common Sense)

Abundant Capital (Aaron Harris)

What is mad money? (Morningstar)