Category: Links

Good to be back !!

Some stuff I am reading today morning:

PM Modi takes first dose of Covid-19 vaccine (IE)

Why NSE didn’t switch to DR site on Wed (Rediff)

Assam shakes up the micro loans universe (Mint)

Why transformation is a buzzword at Piramal (Fortune)

The man who abandoned Value (Institutional Investor)

What happened to Gold? (Irrelevant Investor)

Charlie Munger: 2021 Daily Journal AGM transcript (Junto)

Warren Buffett: 2020 Berkshire Hathway Letter (BH)

Stock Markets & Interest rates (Common Sense)

Facebook’s Big Diem (Marc Rubinstein)

Some stuff I am reading today morning:

Tatas to buy 68% in Big Basket for 9,500 Cr (BS)

Lodha to file draft papers for IPO (Mint)

Amazon announces first manufacturing line in India (Amazon)

Balaji Wafers: Building a 2000 Cr brand (Forbes)

How this retail investor made a fortune in the market (Morningstar)

The Algebra of Wealth (Prof Galloway)

How this ends (A VC)

Why valuations won’t matter for a while (Common Sense)

Why investing is so much fun (Klementon)

Video: Interview with Chamath Palihapitiya (Bloomberg)

Some stuff I am reading today morning:

Brookfield REIT IPO listing day strategy (FE)

JLR’s plans to go electric (BS)

Policybazaar eyes IPO of 4,000 Cr (Mint)

IPO Review: RailTel Corporation (MC)

4 Mid-sized PSU banks shortlisted for privatisation (CNBC)

Privatisation: But from which PM Modi? (Debashis Basu)

The most remarkable change has been Reliance Jio (Reed Hastings)

How Disney+ became a streaming heavyweight (WSJ)

Great investing is an art form (Hayden Capital)

Your big break (Seth Godin)

Some stuff I am reading today morning:

FasTag to become mandatory by tonight (CNBC)

Bitcoin nears $ 50,000 mark (BS)

India is Asia’s best post-Covid recovery story (Rediff)

Can anything fire the sulking ITC stock? (Mint)

How L&T Infotech came into its own (Forbes)

Sector Watch: FMCG (Ventura)

Interview with Kris Gopalakrishnan (Fortune)

Valuation SaaS Cloud Product Cos (Value2Wealth)

Trend following is hot air (BTM)

Enough (Calibrating Capital)