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Linkfest: 01 December, 2021

Back after a long hiatus. Probably the longest break I took from blogging.

Completed a 15 day trek in Nepal. Did Renjo La Pass (5360 m) and Everest Base Camp (5364 m)

Thank you for your patience.

Some stuff I am reading today morning:

Snapdeal targets $250 Million IPO (BS)

Piramal Pharma to launch own D2C Platform (FE)

How Falguni Nayar built success with Nykaa (Forbes)

How to value new age IPOs (Fortune)

CSK & Dhoni: Beyond the Crown (Forbes)

Deep Dive: Tanla Platforms ( Abraham George)

Stock Talk: Barbeque Nation (Dhruva Pandey)

Everything is China maal (The Tipsheet)

The Winds of Change (Howard Marks)

Prime Time in Crypto (Marc Rubinstein)

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Links

Linkfest: 10 November, 2021

Some stuff I am reading today morning:

Cryptocurrency market hits $ 3 Trillion (BS)

Crorepati Stocks (BT)

Chingari’s $19 Million Crypto Bet (MC)

Mounting troubles for India’s airlines sector (Fortune)

Fertilizer shortage may pinch farmers (Rediff)

The IPO frenzy (Abhishek Basumallick)

Interview with Bill Nygren & Dennis Lynch (Morningstar)

Bitcoin for the open minded sceptic (Matt Huang)

The Nothingness of Money ( Lawrence Yeo )

Growth Vs Value stocks ( Aaron Pek )

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Links

Linkfest: 09 November, 2021

Some stuff I am reading today morning:

Stock Exchanges to implement T+1 (BS)

Thread : Paytm IPO ( Anurag Singh )

Nykaa- The true value of a Brand (Ankush Agarwal)

Is Piramal Pharma a special situation play? (Anish Moonka)

Reading Charts- A Checklist (Prabhakar Kudva)

Buying digital gold? Think twice (Fortune)

Interview with Thomas Gayner (Big Picture)

Discord: Imagine a place (Not Boring)

How to convert $20K to $250K (Colin Landforce)

A false sense of certainty (Abnormal Returns)

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Links

Linkfest: 08 November, 2021

Some stuff I am reading today morning:

Paytm IPO opens today ( MC )

Bumper Diwali Sales: Sustainable demand (BS)

India’s growth prospects anything but bright (Fortune)

How TCS is reconfiguring its future (Rediff)

Sydney Airport signs $ 17.5 Billion Airport deal (CNBC)

Interview with Sequoia’s Roelof Botha ( Join Colossus)

The music industry in 10 years (Big Picture)

Time for inflation proof portfolios (Reuters)

The 3 Levels of FOMO (Common Sense)

No such thing as enough money ( Jacob Schroeder)

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Links

Linkfest: 05 November, 2021

Some stuff I am reading today morning:

Bharti to grow its Payments Bank business (BS)

Used car sellers see brisk business (Rediff)

Stock Talk: Indian Oil (FE)

Interview with Charlie Munger (CNN)

Investors are back in full risk-on mode (ST)

Markets in everything (Common Sense)

Play stupid games, win stupid prizes (Neckar)

Some investment horror stories (Morningstar)

4 abilities every successful investor needs (William Bernstein)

Deep Dive: Coinbase (Hayden Capital)