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Linkfest: 17 March, 2021
Some stuff I am reading today morning:
Cabinet clears plan to set up DFI (FE)
India emerges as global manufacturing hub for Sputnik V (BS)
Carlyle sells about 4% stake in SBI Cards for $513 Million (MC)
Anil Agarwal ups open offer price for Vedanta (BQ)
Why brands love IPL (Forbes)
Powered by text, Route Mobile soars (Fortune)
Moats or Market power? (CFA Institute)
Memo: 2020 in Review (Howard Marks)
The boy who cried bubble (Nick Maggiulli)
Life as a full time investor (Abhishek Basumallick)
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What Sector Rotation looks like
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Then & Now
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Linkfest: 16 March, 2021
Some stuff I am reading today morning:
PM Modi to hold meeting with CMs over rising Covid cases (TOI)
Germany to halt Astra Zeneca vaccinations (Reuters)
Tata Communications OFS opens today (BS)
Radico Khaitan on a high (Fortune)
Top smallcap, midcap stock picks (Jeffries)
The death of the small travel agent (Mint)
Everything’s cool till 3% on the 10 Year (TRB)
Bitcoin: There’s No There There (DR)
Financing recurring revenue (Marc Rubinstein)
The secret to saving 50% (RetireBy40)