Categories
MegaTrends

Mega Trend : India Financialization

Source : Investor Presentation of ICICI Securities Ltd
Categories
Startups

Evolution : India Online Food Delivery

Source : CLSA Research
Categories
Links

Linkfest: 21 April ,2021

Some stuff I am reading today morning:

Lockdown should be the last resort ( PM Modi )

Centre doesn’t want to foot loan moratorium bill ( BS )

Disruption : Issue your own credit cards ( Stripe )

Stock Talk : Adani Green (Capital Mind)

How companies inflate their profits (Dr Vijay Malik)

How to evaluate passive funds (Radhika Gupta)

Interview with Prof Galloway (NYMag)

It gets harder from here (Michael Batnick)

Why do we buy expensive investments? (Occam Investing)

Investments Vs Expenses (Seth Godin)

Categories
Excerpts

How Cash earns its returns

Hat Tip : Sunil Shah

Source : Morgan Housel Interview with Barry Ritholtz
Categories
Startups

FinTech Opportunity in India

Source : Avendus