Alpha Ideas

Links

Linkfest: 06 August, 2021

Some stuff I am reading today morning:

Govt to nullify retrospective tax demands (BS)

Can Vodafone Idea die to live? (Fortune)

Swiggy, Reliance BP Mobility tie up to electrify food delivery (TOI)

Sundaram Finance Holdings enhances stake in two cos (MC)

Chairman Naik’s comments at L&T AGM ( BS)

DCF in spirit, not letter (Anand Sridharan)

IMF warns against widespread Crypto adoption (FE)

Ethereum ‘hard fork’ has been activated (CNBC)

On Gray Technologies (Inter Fluidity)

Big Investors are divesting from Fossil Fuels (Morningstar)

Plug

Mobikwik is a leading Fintech company – one of the largest mobile wallets and one of the largest Buy Now Pay Later (BNPL) players in India.

They are filed their DRHP for an IPO

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

Links

Some stuff I am reading today morning:

Kumarmangalam Birla steps down as Chairman of Voda Idea (BSE)

The IPO deluge: Gold Rush or Fool’s Rush (BW)

The audacity of Prashant Jain ( OB )

Shriram Group to go for restructuring (MC)

Why Softbank rejigged its India strategy (Forbes)

SEC Chairman Gary Gensler’s stance on Crypto (Decrypt)

Updating the Spock market (Barry Ritholtz)

How often should you rebalance your portfolio? (Occam)

Everything is a DCF model (Michael Mauboussin)

The story of a Surgical Strike on Cash (Financial Eklavya)

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