Category: Links

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)

Some stuff I am reading today morning:

RBI steps in to support the economy (RBI)

Cabinet clears strategic divestment in IDBI Bank (Rediff)

S&P : Second Covid wave could derail India recovery (BS)

The Retail Investor is the biggest player in the market (Capital Mind)

Startup: Rapido (Forbes)

Interview with US real estate guru Jonathan Miller (Big Picture)

ex-Grabber on Grab ( Pratyush Rastogi)

Buffett & Munger are not curious any more (TRB)

The case for solar power (Claire Berlinski)

3 Ways Ethereum dwarfs Bitcoin (Mark Cuban)

Some stuff I am reading today morning:

Second wave of India’s Covid Crisis in 5 charts (CNBC)

Till Babus understand reality, growth won’t happen ( K Ilango)

Have you seen a ‘Teji’ ? (Aashish Somaiyaa)

AU Small Finance Bank slips on asset quality concerns (BS)

Stock Talk: AU Small Finance Bank (Forbes)

Berkshire Hathway 2021 Annual Meeting Transcript (Rev)

Crypto market cap doubles to $2.3 Trillion in 3 months (FE)

The demand side of a Crypto Network (A VC)

Understanding Optionality (ShawSpring Partners)

Understanding Edge (Moon Tower Meta)

Some stuff I am reading today morning:

Reliance Q4 net profit more than doubles (Rediff)

FPIs turn net sellers (BS)

2021 Letter to Shareholders (Vallum Capital)

Why we invested in Indiamart (Arisaig)

Interview with Softbank trader, Akshay Naheta (Fortune)

Some of the most legendary trades made in history (Srivatsan Prakash)

Days of Future Past (TRB)

Notes from 2021 Berkshire Hathaway Annual Meeting (Rational Walk)

Why even Buffett has been buffetted by the index (Evidence Investor)

The Goldman Sachs of Crypto (Marc Rubinstein)