Categories
Links

Linkfest: 06 May, 2021

Some stuff I am reading today morning:

RBI steps in to support the economy (RBI)

Cabinet clears strategic divestment in IDBI Bank (Rediff)

S&P : Second Covid wave could derail India recovery (BS)

The Retail Investor is the biggest player in the market (Capital Mind)

Startup: Rapido (Forbes)

Interview with US real estate guru Jonathan Miller (Big Picture)

ex-Grabber on Grab ( Pratyush Rastogi)

Buffett & Munger are not curious any more (TRB)

The case for solar power (Claire Berlinski)

3 Ways Ethereum dwarfs Bitcoin (Mark Cuban)

Categories
Links

Linkfest: 04 May, 2021

Some stuff I am reading today morning:

Second wave of India’s Covid Crisis in 5 charts (CNBC)

Till Babus understand reality, growth won’t happen ( K Ilango)

Have you seen a ‘Teji’ ? (Aashish Somaiyaa)

AU Small Finance Bank slips on asset quality concerns (BS)

Stock Talk: AU Small Finance Bank (Forbes)

Berkshire Hathway 2021 Annual Meeting Transcript (Rev)

Crypto market cap doubles to $2.3 Trillion in 3 months (FE)

The demand side of a Crypto Network (A VC)

Understanding Optionality (ShawSpring Partners)

Understanding Edge (Moon Tower Meta)

Categories
Links

Linkfest: 03 May, 2021

Some stuff I am reading today morning:

Reliance Q4 net profit more than doubles (Rediff)

FPIs turn net sellers (BS)

2021 Letter to Shareholders (Vallum Capital)

Why we invested in Indiamart (Arisaig)

Interview with Softbank trader, Akshay Naheta (Fortune)

Some of the most legendary trades made in history (Srivatsan Prakash)

Days of Future Past (TRB)

Notes from 2021 Berkshire Hathaway Annual Meeting (Rational Walk)

Why even Buffett has been buffetted by the index (Evidence Investor)

The Goldman Sachs of Crypto (Marc Rubinstein)

Categories
Links

Linkfest: 30 April, 2021

Some stuff I am reading today morning:

Home Ministry orders all States to implement containment measures ( CNBC )

India’s coronavirus infections cross 18 million (Reuters)

US tells citizens to leave India (IE)

Tata moves ahead to acquire Big Basket (FE)

Global indices are in strong uptrends (Nooresh)

How the iron ore market has changed over last 75 years (Javier Blas)

Stock Talk: SRF (Forbes)

SEBI is playing to the gallery (Bala)

The psychology of fighting the last crash ( Common Sense)

Investing is a bit like Pro-Sports (David Poppe)

Categories
Links

Linkfest: 29 April,2021

Some stuff I am reading today morning:

20% of salary of key Mutual Fund employees to be in MF units (SEBI)

Aramco-Reliance discuss share swap deal (ET)

First peek at Zomato’s financial ratios (Mint)

Tamilnad Mercantile Bank eyes IPO by Dec (Rediff)

Startup: Gupshup (Forbes)

Twilio: Messaging, margins and markets ( Join Colossus)

Don’t buy what others want to sell you (Aleph)

There is no alternative to the Stock Market (Humble $)

Do you have an investing edge? (Monevator)

Money: The greatest story ever told (Blair)