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The Unicorn Land
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Linkfest: 29 December, 2021
Some stuff I am reading today morning:
New rules for IPOs (SEBI)
RBI breaking ranks with its global counterparts ( BS )
KKR close to buying 10% stake in Shriram Capital (MC)
Who will be Mukesh Ambani’s successor at Reliance? (Rediff)
Gig Economy is failing its workers (FE)
Stock Analysis: Monte Carlo Fashions (Dr Vijay Malik)
Crypto: Real World Assets on Aave (Decrypt)
Fashion & the Metaverse (Forbes)
My favorite charts of 2021 (Ben Carlson)
Interview with John Malone (CNBC)
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AB Cotspin: Unwanted Comittment
Source: DRHP of AB Cotspin India Ltd
Interesting to see a SME IPO of around 10 Cr having a recent Capital Committment of twice that.
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Linkfest: 28 December, 2021
Some stuff I am reading today morning:
Statement on RBL Bank Ltd ( RBI )
Supriya Lifescience listing today (MC)
N Chandra lists 4 themes for Tata Group (BS)
Thread: How not to be a Bad Investor (Brandon Chu)
Thread : Risk Management Lessons from the Titanic ( Niteen S Dharmawat )
Thread : Technical Analysis of Ace Construction ( Shalin Shah )
Top Stock Picks for 2022 (HDFC Sec)
Biggest Lessons of 2021 (Morningstar)
Ellenbogen’s Playbook for durable growth (Neckar Capital)
A simple approach to complex markets (BI)