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Plug

Pre IPO: Mobikwik

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

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Links

Linkfest: 05 August, 2021

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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Tweets

Connecting

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Venture Capital

What Venture Returns look like

Source: Not Boring

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Links

Linkfest: 04 August, 2021

Some stuff I am reading today morning:

Domestic investors propel Nifty past 16,000 (BS)

Zee’s Subhash Chandra clears 91% of debt (Mint)

Techno Funda: Trident (Rushabh Shah)

Sector Watch: India Gas (Benaam Niveshak)

IPO Watch: Devyani International (Aditya Kondawar)

Startup Unicorn: OfBusiness (Forbes)

Crypto & the US infrastructure Bill (A VC)

Power of equity for long term wealth creation (Stable Investor)

Metaverse (Stratechery)

Compounding Crazy (Not Boring)