Category: Links

Some stuff I am reading today morning:

BPCL may sell stake in IGL, Petronet (BS)

RBI Governor’s diktat to private banks (Rediff)

Interview with HUL CFO Srinivas Phatak (CNBC)

Why Cred lacks credibility (Mumboy)

An Investors Guide to Shareholders Meetings in India ( CFA Society)

Inflation & Investing (Aswath Damodaran)

Should you invest in leveraged index funds? (Nick Maggiulli)

How Regulators killed hedge funds (Institutional Investor)

Interview with Private Equity Guru Scott Sperling (Barry Ritholtz)

The man who changed American energy forever (Yahoo)

Some stuff I am reading today morning:

Osaka crumples under Covid-19 onslaught (Reuters)

Adani Group plans 2m tonne/year Coal-to-PVC plant (ICIS)

Is the metal rally over? (FE)

Zeta turns Unicorn (Entrackr)

Facebook’s new gameplan for India (Fortune)

Rotating out of the Rotation (Pratyush Rastogi)

Is it worth including cryptocurrency in your portfolio? (BS)

Is Stellar Crypto worth it? ( Corey Mann)

Inside the rise and fall of shit coins ( Vanity Fair)

Why China banned cryptocurrency but backs digital yuan (CGTN)

Some stuff I am reading today morning:

SC ruling brings top industrialists under IBC ambit (Rediff)

How JSPL took minority shareholders for a ride (Leading Nowhere)

Stock Talk: Bharti Airtel (FE)

Bitcoin becomes Indians’ dream investment (BS)

On Vaccicorns (Anand Sridharan)

Coasian Finance ( Marc Rubinstein)

Speculation & Investment (GMO)

6 Lessons from Wolf of Wall Street ( Larissa Fernand)

Wise words from Lou Simpson ( Novel Investor)

Debate: Sunil Singhania Vs Saurabh Mukherjea (You Tube)

Some stuff I am reading today morning:

Income Tax Filing dates for FY21 extended (FE)

Govt cuts subsidy on sugar exports (BS)

Gautam Adani is now Asia’s second richest person (Mint)

Thread on Solara Active Pharma (Vishnu Kapadia)

Is the party over for smallcaps? (Morningstar)

Startup: Jimmy’s Cocktails (BT)

Why Investing feels like Astrology (Moon Tower)

Decentralized Media (A VC)

The Optimal amount of hassle ( Morgan Housel)

Robinhood’s Big Gamble (New Yorker)