Categories
Links

Linkfest: 07 January, 2022

Some stuff I am reading today morning:

RIL’s Dollar Bond Bonanza (MC)

Reliance Retail invests $200 Million in Dunzo (BT)

Sector Focus: Textiles (BS)

Broking goes mainstream (Nithin Kamath)

Q3FY22 Letter to Partners (Solidarity)

Digital revolution has always been underestimated ( Balaji Srinivasan)

Rules for buying crashing growth stocks (Michael Batnick)

Liquidity is a ‘Straw Man’ (Roger Lownstein)

Charlie Munger doubles down on Alibaba (AM)

Web 3 as a simulation (Packy McCormick)

Categories
InvestorPresentations

All Cargo: Slow Moving

Source: Investor Presentation of All Cargo Logistics Ltd

Categories
SME

Jalan: 5 Year Plan

A few years back, there was a SME IPO on the NSE called Jalan Transolutions (India) Ltd

Now, it appears to have defaulted on its obligations

Categories
Links

Linkfest: 06 January, 2022

Some stuff I am reading today morning:

Bharat Pe Founder Ashneer Grover abuses bank employee (Bongo Babu)

Airtel Payments Bank receives Scheduled Bank status (BW)

Adani wins NTPC’s coal supply tender (BS)

How Confectionary majors overcame Covid19 (Fortune)

Crypto Currencies post 36% jump in 2021 (FE)

The Case against Crypto (Stephen Diehl)

What is Bear Trap trading? (Leanna Kelly)

Buying broken IPO stocks as Venture Capital (Howard Lindzon)

Is this the greatest bull market in history? (Ben Carlson)

Does not compute (Morgan Housel)

Categories
Links

Linkfest: 05 January, 2022

Some stuff I am reading today morning:

India daily Covid cases surge 56% to 58,000 (TOI)

Omnicorn is twisting the US into knots (CNN)

Piramal Capital to expand to 1000 cities (BW)

HUL resolves distributor deadlock in Maharashtra (BS)

SEBI to send summons through WhatsApp, Telegram (CNBC)

China releases Digital Yuan wallet (Decrypt)

What is going to happen in 2022 (A VC)

The epic rise & fall of Elizabeth Holmes (Forbes)

Everybody is a star (Big Picture)

Buffett makes $120 Billion on his Apple bet (CNBC)