Hat Tip : Cundill Capital
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Akre on Management
Hat Tip : Cundill Capital
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Linkfest: 22 April, 2021
Some stuff I am reading today morning:
Maharashtra Covid crisis to intensify (BS)
Hero Motocorp focuses on electric mobility (BW)
Can Jio become India’s Tencent (Rohit Manchanda)
Facebook: The Bear Case (LT3000)
Context is underrated, Individuals are overrated (Anand Sridharan)
Can IBM CEO Arvind Krishna make the elephant dance again? (Forbes)
How Garry Tan converted $300K into $680 Million (Forbes)
Boo meets Lee (Investing By The Books)
Whats your money story? (Tony Isola)
5 Timeless investment lessons I’ve learned (David Booth)
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Mega Trend : India Financialization
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Evolution : India Online Food Delivery
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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)