Categories
InvestorPresentations

How growth became value and value didn’t

Categories
Tweets

Gold, Bitcoin are Liquidity Plays

Categories
Links

Linkfest: 05 March, 2021

Some stuff I am reading today morning:

Aggressive Adani makes investors laugh all the way (BL)

Wipro acquires Capco for $ 1.45 Billion (BS)

Kotak to handle salary account of Indian Army (Rediff)

SC orders screening of films on OTT (CNBC)

Sector Focus: Textiles (Ventura)

Interview with Kenneth Andrade (Fortune)

How Krishna Ella gave India Covaxin (Forbes)

Why tech/high flying stocks are selling off (Lyall Taylor)

No room on the ARK? (Morningstar)

Invest like a Pronghorn (BTM)

Categories
Excerpts

Not just one decision

Source: Nomad Investment Partnership Letters
Categories
Quotes

Two Ways