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Linkfest: 02 July, 2021

Some stuff I am reading today morning:

Asset managers voice concerns on small/midcap rally (BS)

Gross NPAs of banks may increase to 10% (CNBC)

Telecom industry in trouble (Sunil Mittal)

Startup: Zeta (Forbes)

Interview with Oyo Founder, Ritesh Agarwal (Fortune)

Oil hypocrisy and more (Anantha Nageswaran)

Music Streaming Royalties 101 (Sleepwell)

Against thematic funds (Occam)

Tata Group, India’s first venture capitalists (Rajeev Mantri)

Anti-Fragile Systems (A VC)

Categories
Links

Linkfest: 01 July, 2021

Some stuff I am reading today morning:

Vodafone Idea can go bankrupt (MC)

Big Tech Vs Govt of India (Bloomberg)

Kitex Vs Govt of Kerala ( NIE)

India Vs EU (BT)

Creditaccess Grameen gets 2,333 Cr IT demand notice (BSE)

Stock Talk: Heritage Foods (Gurpreet Singh)

How A Velumani built Thyrocare (Forbes)

SEBI’s relaxation for REITs is good (Mint)

Interview with Buffett & Munger (CNBC)

What are meme coins & tokens ? (Decrypt)

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Links

Linkfest: 30 June, 2021

Some stuff I am reading today morning:

RIL to invest in Abu Dhabi’s mega petrochem project (FE)

NTPC to hive renewable arm and list it soon (BS)

Stock Talk: IB Real Estate ( Pritesh Sheth)

India’s health tech wave (Nimesh Kampani)

Data Centres: Pandemic Proof real estate asset (Forbes)

Interview with Howard Marks (Colossus)

The A/B sides of the Internet (China Playbook)

Inflation in the era of social media (Doomberg)

Crypto: Explain it like I’m 5 (Coinstack)

Little Stories (Morgan Housel)

Categories
Links

Linkfest: 29 June, 2021

Some stuff I am reading today morning:

FM Nirmala Sitharaman announces 8 economic relief measures (CNBC)

Tata Motors to launch 10 EVs by 2025 (BS)

Indian vehicles to get ethanol-run flex engines (FE)

Race for Eureka Forbes heats up (MC)

Stock Talk: India Pesticides (Leading Nowhere)

Flipkart Founder launches cheapest Nifty index fund (ET)

Interview with Top Crypto VC Katie Haun (NY Times)

Oil to $ 300 (Doomberg)

Litigation Finance (Marc Rubinstein)

Monopolies with Growth: Tencent ( Vineyard Holdings)

Categories
Links

Linkfest: 28 June, 2021

Some stuff I am reading today morning:

The journey of Pharmeasy (CNBC)

Missing dots in Adani Tale (TOI)

Goliaths of real estate are winning the pandemic economy (Forbes)

HDFC Life Insurance Annual Report FY21 Summary (Investdunia)

The unsurprising dominance of Binance ( Front Month)

Will Bitcoin crash the stock market? (Michael Batnick)

Is Tether a Black Swan? (Bernhard Mueller)

How a blog post led to a $14 Billion Co (Jay Kreps)

4 Things an Emergency Fund is not (Morningstar)

Video: Interview with Steven Cohen (Jawad Mian)