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India is #6
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Linkfest: 19 January, 2022
Some stuff I am reading today morning:
FM Sitharaman on the Devas-Antrix deal (BT)
Delhivery get SEBI’s nod for IPO (FE)
Is all well with Paytm? (BS)
Jitters over Tech Mahindra’s acquisition spree (MC)
Family Offices eye startups (Fortune)
Deep Dive: Grab (Pratyush Rastogi)
Death File: What, How, Why (Subramoney)
Arbitrage Vs Liquid Funds (Dev Ashish)
Let the market come to you (TRB)
Why active managers struggled again in 2021 (Anu Ganti)
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ISec : Paradigm Shift
Yesterday, Shri Bajrang Alliance Ltd released a stock exchange filing on BSE
Funnily enough, the SMB story mentioned in the exchange release was actually published on Oct 3, 2020 !
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Linkfest: 18 January, 2022
Some stuff I am reading today morning:
Oyo to target $9 Billion IPO valuation (BS)
Axis Bank closing in on Citi’s India Consumer business (BT)
Why ONDC will usher in a revolution in eCommerce (Nandan Nilekani)
Nandan Nilekani on Crypto (MC)
Stock Talk: Saregama India (PA Wealth)
IPO Watch: Radiant Cash Management (BI)
Startup: GlobalBees (Forbes)
Amar Chitra Katha enters the MetaVerse (Fortune)
How to calculate a moat (Bruce Greenwald)
Open Sea, Web3 & Aggregation Theory (Stratechery)