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Linkfest:04 November, 2020
Some stuff I am reading today morning:
Ant Financial IPO halted (CGTN)
Gland Pharma to be India’s biggest pharma IPO (FE)
Some Questions on Laurus Labs (Intrinsic Compounding)
Why RBI Governor is playing Mr.Bond (Mint)
Adani wins coal mines in India (BS)
Can Fantasy Sports survive in India? (Forbes)
Going Direct to Learners (A VC)
The Ideal company doesn’t pay a dividend (Terry Smith)
The right time to sell a stock (Bill Nygren)
United States Vs Google (Stratechery)
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India is Back !
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Linkfest: 03 November, 2020
Some stuff I am reading today morning:
Reliance crashes (TOI)
Investors prepare for US election day (BS)
Tax amnesty plan can settle 1.2 Trillion rupees of tax claims (Mint)
India’s factory growth at decade high (Reuters)
What explains surge in GST collections? (BT)
The politics of money (Marc Rubinstein)
10 signs the bubble has already popped (David Einhorn)
What is a Tech company? (Stratechery)
The Flipkart story (Forbes)
The saga of Pramod Mittal (Money Life)