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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)
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DCF Vs Humans
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The action is elsewhere
