Category: Links

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Linkfest : 13 January, 2021

Some stuff I am reading today morning :

India kicks off vaccine drive ( FE )

Kool-ex, Winner of Covid vaccine logistics ( Forbes )

Stock markets are over heated ( BT )

CBDT rejects demand of further extension ( Money Life )

Why jewellers still prefer cash deals ( Fortune )

Stock Talk : Divis Labs ( BS )

Favourite holding period is forever. Conditions apply ( Anand Shridharan)

Why an Emergency Fund is the foundation of investing ( Free Fincal )

Even smart people make mistakes ( Larry Swedroe )

Be aware how your beliefs are driving your investment decisions ( Barry Ritholtz)

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Links

Linkfest:12 January, 2021

Some stuff I am reading today morning:

SC to stay Farm Laws (FE)

BJP promises micro finance loan waiver in Assam (NDTV)

Bad loans may hit 22 year high (Mint)

Nifty Earnings- The perfect Sher Aaya story (Nooresh)

Crypto Currencies crash (Yahoo)

Economy is not growing, its only recovering (Rediff)

The stock market is causing the bubbles (Irrelevan`t Investor)

Beware of the boredom of the Bull Market (Safal Niveshak)

Its getting harder to diversify your investments (Barrons)

Memo: Something of Value (Howard Marks)

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Links

Linkfest : 11 January, 2021

Some stuff I am reading today morning :

Nifty at 40 PE. Sell everything and run away ( Nooresh )

Future Retail returning to normalcy ( BS )

Stock Analysis : Minda Industries ( Dr Vijay Malik )

Sector Focus : Paints ( Ventura )

Video : Steel Sector Basics with Rakesh Arora ( Omkara Capital )

Can India lead in electric two wheelers? ( FE )

EMI traps created by parents ( Subramoney )

Silicon Valley’s China envy ( Can Duruk )

On Digital Decolonization ( David Halpert )

Biden will face new Depression ( DR )

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Links

Weekend Mega Linkfest: 08 January, 2021

Some off beat reads for the weekend:

The last 10 Minutes (Yuval Cherlow)

The new architecture of a New India (Sanjeev Sanyal)

The world shook as America raged (New Yorker)

The EU, CAI and the abyss (ORF)

How Kani brothers terrorised a Libyan town (BBC)

What my grandfather’s life taught me about China and America (Vincent Li)

Facebook is a doomsday machine (Atlantic)

Subaltern Hindutva (Abhinav Prakash)

The six husbands every wife should have (Rajiv Mehta)

The musical genius of Late M D Ramanathan (RV)

CIA declassified files of the 1971 war (Vikas)

Jaichand was no traitor (Only Dharma)

Joining Apple 40 years ago (Jean Louis Gassee)

The trouble with Optionality (Mihir Desai)

How Goa’s holiday homes have weathered the pandemic (Mint)

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Links

Linkfest: 08 January, 2021

Some stuff I am reading today morning:

Elon Musk is the world’s richest person (BS)

Bitcoin tops $ 40,000 (CNBC)

Trends to back in 2021 (Devarsh Vakil)

Why iron ore prices are pinching (FE)

What does 2021 bring for FMCG Cos (Mint)

Why the ATM industry is struggling (Fortune)

Interview with Sunil Singhania (Abakkus)

How retail investor Gowtham Subramaniam invests his money (Free Fincal)

5 Lessons for full time investors (Ian Cassel)

Spotify & Atomic Unit Economics (Investing Canon)