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Linkfest : 21 March, 2022

Some stuff I am reading today morning:

Diesel prices for bulk users hiked by 25 Rs/Litre (Rediff)

FY22 direct tax collections beat estimates (Fortune)

I-T Dept finds undisclosed income of 224 Cr at a startup (BS)

The State of Software (Voss Capital)

Thread : Analyzing a real estate co (Mihir Patki)

How to do business analysis of Pharma cos (Dr Vijay Malik)

The inside story of Facebook Marketplace (Deb Liu)

Paradoxes of Life (Sahil Bloom)

Wise words from Walter Schloss (Novel Investor)

A fool and his gold (Doomberg)

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Linkfest: 17 March, 2022

Some stuff I am reading today morning:

Fed hikes rates ( CNBC )

Edible oil prices may hit new highs (FE)

Jet Fuel prices hit all time highs (Rediff)

Maruti Chairman against EVs (CNBC)

Ignore macros at your own peril (Intelsense)

Interview with Anoop Bhaskar (Ventura)

Thread: On Carbon Credits (Mudit Maheshwari)

The greatest investment of all time (Sid Choraria)

Don’t be deceived (Humble $)

A reshuffling in real assets (Massif Capital)

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Linkfest: 16 March, 2022

Some stuff I am reading today morning:

Crude oil falls below $95 (Reuters)

PLI scheme for auto attracts 74,850 Cr investment (Fortune)

No proposal to revamp capital gains taxes (CNBC)

Investors rush for TCS buyback (BS)

MNC e-commerce giants violating FDI norms (Rediff)

Blinkit to merge with Zomato (BT)

No respite for Paytm (Forbes)

The US economy is stalling out (DR)

London Stock Exchange has damaged its credibility (Doomberg)

In a first for India, Orai Robotics gifts NFTs to employees (FE)

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Linkfest: 15 March, 2022

Some stuff I am reading today morning:

IOC buys 3 million barrels of Russian crude oil (Reuters)

Milk, Tea, Coffee, Maggi etc to cost more (FE)

Feb retails inflation at 6.07% (Rediff)

Govt planning LIC IPO in May (BS)

Antler India: Early stage investing VC (Forbes)

Thread: Carnage in Chinese markets (Rebecca Choong Wilkins)

Some thoughts on bear markets (Ben Carlson)

Crypto maybe too big to fail (Grid)

D2C space is slamming into reality (Alex Kantrowitz)

Thread: 15 Lessons from 15 years at Sequoia (Pat Grady)

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Linkfest: 14 March, 2022

Some stuff I am reading today morning:

Paytm Payments Bank cannot board new customers (RBI)

Paytm Founder Sharma in hit & run accident (Fortune)

Adani,KKR, Piramal etc bid for Reliance Capital (BT)

Ruchi Soya’s OFS (BS)

How will the Russia-Ukraine war impact us? (Manish Bhandari)

Thread: Crude impact on Chemical Sector (Value Educator)

How has Marcellus portfolio stocks fared? (Ajay Dhaka)

How Saudi money is changing India’s Banarsi hub (Rediff)

The dangers of averaging down (Safal Niveshak)

Longevity in Investing (Dan MccMurtie)