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Linkfest: 09 September, 2021

Some stuff I am reading today morning:

Cabinet approved PLI scheme for Textiles (PIB)

Amazon now accepts deposits (BS)

All you need to know about accredited investors (Morningstar)

Tax portal to integrate with bourses to track trading (Rediff)

Stocks are People (Prabhakar Kudva)

Are you really sorted out? (Anand Sridharan)

Doubt is good (Abhishek Basumallick)

Why Buy Now Pay Later is a threat (Alex Rampell)

Food Delivery Cos bet on private labels (Modern Retail)

Research: Do Crypto Currencies improve portfolio diversification? (AA)

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Linkfest: 07 September, 2021

Some stuff I am reading today morning:

Jio completes 5 years of operations (CNBC)

Panacea Biotec starts shipping Sputnik vaccines ( BSE )

On the HDFC Life-Exide Life deal (BT)

Fitch says BPCL privatisation may get delayed (BS)

Amul, Parle etc Vs Udaan (Inc42)

Why IPO makes little sense (Ajay Shah)

Innoven: India’s biggest debt venture fund (Forbes)

Why Tech stocks are so damned expensive (Tiernan Ray)

Crypto: Tether goes full Ponzi (Doomberg)

On Inequality, Interest rates & Aging (Overshoot)

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Links

Linkfest: 06 September, 2021

Some stuff I am reading today morning:

Snapdeal plans $350-400 Million IPO (Rediff)

Why Infosys is latest RSS target (BS)

Why I believe Cement is not a cyclical industry (Ankit Kanodia)

Stock Analysis: Lincoln Pharmaceuticals (Dr Vijay Malik)

Company Analysis: NAM-India (Shiven Tandon)

Building a ‘Hail Mary’ Portfolio (AM)

On Korean Kross Comics (Forbes)

On China’s Tech crackdown (Aswath Damodaran)

Why am I not rich and famous? (Darius Foroux)

A global perspective on renewable hydrogen ( Bruegel)

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Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

How Anand Deshpande became a Billionaire (Forbes)

NDTV: The Better Half (AI)

India Market Cap to GDP (AI)

LIC: The IPO of a lifetime (FE)

TI: India’s Brandy King (AI)

India FMCG: Caution (AI)

The World in 2030 (AI)

The danger of a single stock spiel (Anand Sridharan)

Twitter: The worst managed Tech co (Kyle Iskyan)

In Gold we trust (AI)

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Links

Linkfest: 03 September, 2021

Some stuff I am reading today morning:

Account Aggregator system to democratise credit (BS)

Reliance Retail acquires sole control of Just Dial (MC)

NCLT orders freezing of all assets of Videocon’s Dhoot (TOI)

How Anand Deshpande became a Billionaire (Forbes)

Troubles continue for Jet Airways (BT)

Startup: Recykal (Forbes)

India is the next big hub for Unicorns (Forbes)

Not all risk is rewarded (Charlie Bilello)

Regulators Vs Facebook (Stratechery)

Why Zukerberg wants us all in the Metaverse (Scott Galloway)