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Links

Linkfest: 31 March, 2022

Some stuff I am reading today morning:

Axis Bank explains its Citi acquisition (BSE)

Aditya Puri questions Paytm’s model (MC)

Absurd valuations of Oyo (Doomberg)

How to do business analysis of Textile Cos (Dr Vijay Malik)

Sector Watch: Hotels (Ventura)

FII Stock Ownership plunges to 19.9% (BT)

Why some celebrities failed with money (Niteen S Dharmawat)

Ruble becomes best performing currency in March (BS)

Recession warning in Germany (CNBC)

Crypto: $622 Million hacking attack (Decrypt)

Categories
Links

Linkfest: 30 March, 2022

Some stuff I am reading today morning:

Ukraine-Russia talks make progress (Guardian)

Tata Coffee to merge with Tata Consumer (BT)

IT Dept uncovers 1000 Cr of bogus expenses at Hero Motoco (Fortune)

Centre to sell 1.5% stake in ONGC via OFS (BS)

Future Enterprises defaults (Rediff)

UN warns of food crisis (MC)

On the IL&FS resolution (FE)

The rise of AIFs (Forbes)

5 Truths about the stock market (Peter Lynch)

What does a Bond Bear market look like (Ben Carlson)

Categories
Links

Linkfest: 29 March, 2022

Some stuff I am reading today morning:

SEBI gives option to investors to withdraw from Ruchi Soya IPO (MC)

Shopee shuts shop in India (Fortune)

How Rupee-Ruble trade mechanism is shaping up (BS)

Tax Loss harvesting (Subramoney)

Startup: CleanMax (Forbes)

9 Money Lessons from Jyoti Iyer (Jago Investor)

ESG’s Russia Test (Aswath Damodaran)

The Current Financial Thing (Not Boring)

Bitcoin is not working as advertised (Institutional Investor)

Billionaire Tax in the US (CNBC)

Categories
Links

Linkfest: 28 March, 2022

Some stuff I am reading today morning:

PVR, Inox to merge (FE)

Adani Total Gas forays into electric mobility infrastructure (BS)

Why Anil Ambani resigned (Fortune)

Why are foreign banks marching out of retail banking (Rediff)

Stock Talk: Jubilant Ingrevia (DK)

What happened to Starbucks? (Fast Company)

On Berkshire’s purchase of Alleghany (Spotlight)

Farmers on the brink (Doomberg)

Money, power or fame? (Ben Carlson)

Sequence of Returns Risk (Monevator)

Categories
Links

Linkfest: 25 March, 2022

Some stuff I am reading today morning:

Byju’s is official FIFA World Cup 2022 Sponsor (Fortune)

IDFC MF sale in last leg (MC)

Oyo’s IPO faces delay (BT)

Oil Majors lost $2.25 Billion due to fuel price freeze (BS)

Invesco agrees to Zee-Sony deal (Rediff)

Buffett’s simple rule of thumb for buying (Terry Smith)

Warren Buffett is getting the last laugh (Market Watch)

Rotation to Value has begun (Bill Miller)

The Pendulum in International Affairs (Howard Marks)

Unsolved mystery of Putin’s $200 Billion Wealth (MC)