Category: Links

Some stuff I am reading today morning:

CBI registers corruption case against Mondelez India (BS)

How India’s first container terminal hub failed (Fortune)

Why in the world would you own Dollar Debt? (Ray Dalio)

Why Clubhouse is going to fail (Shaan Puri)

Nintendo: Switching the business model (Asymmetric)

A cab driver and his 10 years 15% returns (Basu Nivesh)

Are your Mutual Funds really safe? (Subramoney)

Get rich Vs stay rich (Blair Belle Curve)

Cathie Wood: A Tech Investor doing God’s work (Digit Patrox)

How an online article on real money gaming landed Vishal Gondal in a legal mess (MC)

Some stuff I am reading today morning:

Cabinet clears plan to set up DFI (FE)

India emerges as global manufacturing hub for Sputnik V (BS)

Carlyle sells about 4% stake in SBI Cards for $513 Million (MC)

Anil Agarwal ups open offer price for Vedanta (BQ)

Why brands love IPL (Forbes)

Powered by text, Route Mobile soars (Fortune)

Moats or Market power? (CFA Institute)

Memo: 2020 in Review (Howard Marks)

The boy who cried bubble (Nick Maggiulli)

Life as a full time investor (Abhishek Basumallick)

Some stuff I am reading today morning:

PM Modi to hold meeting with CMs over rising Covid cases (TOI)

Germany to halt Astra Zeneca vaccinations (Reuters)

Tata Communications OFS opens today (BS)

Radico Khaitan on a high (Fortune)

Top smallcap, midcap stock picks (Jeffries)

The death of the small travel agent (Mint)

Everything’s cool till 3% on the 10 Year (TRB)

Bitcoin: There’s No There There (DR)

Financing recurring revenue (Marc Rubinstein)

The secret to saving 50% (RetireBy40)

Some stuff I am reading today morning:

Bitcoin surges past $ 61, 000 mark (FE)

India to propose crypto currency ban (Yahoo)

AAI to offload residual stake in Blr/Hyd airports (BS)

Two day bank strike from today onwards (MC)

Greensill-Who is holding the bag? (Bronte Capital)

Missing the forest for the trees (Compounding Machine)

Stock market people, stop troubling real people (Anand Sridharan)

Legacy of a crazy deal (Firehose)

Don’t learn the wrong lessons from the Dot Com crash (II)

Podcast: How boring F&B cos turn into huge stock winners ( Jonathan Fell)