Categories
Links

Linkfest: 08 February, 2021

Some stuff I am reading today morning:

Adani completes purchase of 23.5% of Mumbai airport (BS)

Rishiganga hydro project washed away due to glacier burst (CNBC)

Nifty 10 Year SIP return zooms to 14% (Free Fincal)

Investing in GSecs (Forbes)

Interview with Stanley Druckenmiller (Off Piste)

The biggest risk is rising interest rates (Howard Marks)

The new world of risk – GameStop and Cryptos (Platinum)

The rise and fall of Bitcoin Billionaire Arthur Hayes (Vanity Fair)

The relentless Jeff Bezos (Stratechery)

Value & Growth demagogues (Contrarian Edge)

Categories
Tweets

Nobody in history

Categories
InvestorPresentations

Tata Consumer beats mighty HUL

Source : Investor Presentation of Tata Consumer Products Ltd

Categories
InvestorPresentations

Neuland Labs: What a Blowout Quarter looks like

Source: Investor Presentation of Neuland Laboratories Ltd

Categories
Links

Linkfest: 03 February, 2021

Some stuff I am reading today morning:

Brookfield REIT IPO opens today (MC)

SC orders disbursement of Rs.9,122 Cr to FT investors (FE)

Delhi HC orders status quo on Reliance-Future deal (BS)

3 Lakh Crore lifeline to discoms (BT)

Short squeeze in Indigo Paints (Mint)

Interview with Rakesh Jhunjhunwala (CNBC)

Disruptive Innovation with Cathie Wood (IP)

Superstar cities are in trouble (Atlantic)

How to invest using the business cycle (Fidelity)

A strong balance sheet is the best defense (Dave Friedman)