Linkfest: 28 July, 2021

Some stuff I am reading today morning:

IMF cuts India’s FY22 growth forecast to 9.5% (CNBC)

China crackdown rout spreads ( SMH )

Nifty Pharma slips 5% (BS)

Nykaa may be first profitable startup to list (MC)

Stock Talk: ISec (Big Investor)

Deep dive into Pinduoduo ( Lillan Li)

Super Stonks ! (Doomberg)

How to trade derivatives (Warren Buffett)

The stuff they don’t teach you in books (TRB)

Cash on Cash Vs IRR (A VC)


Linkfest: 27 July, 2021

Some stuff I am reading today morning:

UK High Court declares Vijay Mallya bankrupt (BT)

OFS in Hudco (BS)

Reliance’s big retail push (Rediff)

Is Dainik Bhaskar clean? (Hawk Eye)

Interview of N Srinivasan (MC)

How is India doing now on the Covid front? (CNBC)

The story of SaaS giant Atlassian (Jesse Pujji)

Untold truths about forward valuations (Lance Roberts)

Building an investing career based on writing (TRB)

Randomness Rules (Better Letter)


Linkfest: 26 July,2021

Some stuff I am reading today morning:

India @ 100 could be as rich as America & China ( Mukesh Ambani)

SC reject telcos plea on AGR recalculation (BS)

Rakesh Jhunjhunwala on Zomato valuation (Fortune)

Valuation : Zomato (Aswath Damodaran)

On REITS & InvITs ( V Balasubramaniam )

Ever Grande: The coming disaster ( Marc Rubinstein)

Why is China smashing its Tech industry ? ( Noahpinion )

How to build wealth (Warren Buffett)

Why passive investing is better than ever (Charles Ellis)

Reality Check (Anand Sridharan)


Linkfest: 23 July, 2021

Some stuff I am reading today morning:

Zomato to list today (BS)

Airtel hikes rates (CNBC)

India’s consumption spending gets hit (Forbes)

5 Stages of a Company’s Decline (Marcellus)

What next for gold? (Morningstar)

Crypto: Stablecoins Vs CBDCs (A VC)

All aboard the Axie Infinity hype train (Super Joost)

The highest forms of wealth (Morgan Housel)

We are all investors now (Nick Maggiulli)

It takes more than money to retire early (Lazyman)


Linkfest: 22 July, 2021

Some stuff I am reading today morning:

Infosys reopens offices (BS)

Byju’s buys US reading platform Epic for $500 Million (BT)

Inside Mukesh Ambani’s green gambit (Forbes)

Tata Sons sets the ball rolling to buy Air India (Rediff)

The turnaround story of Indian Overseas Bank (BL)

Indigo Paints : Unlocking growth with incentives ( Sequoia )

On PayTM IPO DRHP ( Leading Nowhere )

Bringing the Metaverse & NFTs back to earth (II)

FOMO in the VC ecosystem ( Frank Rotman )

Community explains some of the stock market moves (TRB)