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Linkfest: 01 June, 2021

Some stuff I am reading today morning:

How RBI is causing the bubble in Equity Markets (Prof Ananth Narayan)

Banks cannot block crypto currency transactions (RBI)

Amul blasts PETA India (FE)

Global EV rush fails to rub off on India ( Forbes)

Interview with Ronnie Screwvala ( Fortune)

Harendra Kumar: My best stock pick- Balrampur Chini (You Tube)

A few things we learned in Q1 FY2021 ( Octahedron Capital)

‘Wild West’ in housing, stocks and crypto (Robert Shiller)

The rise and fall of Commodity Indices ( Verdad)

Do you have mad money in your portfolio? (Morningstar)

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Links

Linkfest: 31 May, 2021

Some stuff I am reading today morning:

Zerodha’s FY2021 profit doubles to 1000 Cr (BS)

Malls suffer 3,000 Cr loss due to lockdowns (Rediff)

Stock Talk: Concor (FE)

Transforming Tata (Not Boring)

Startup : Groww ( Junior VC )

Klarna: The $31B Snapchat of Personal Banking ( Nan Wang)

The Cost of Cloud, a Trillion $ Paradox ( A16z)

My adventures in CryptoLand (Marc Rubinstein)

How to do Long Term (Morgan Housel)

Times of Fraud, Mania & Chicanery ( Investor Amnesia)

Categories
Links

Linkfest: 28 May, 2021

Some stuff I am reading today morning:

MCap of BSE listed firms hits a record high (Rediff)

RBI flags risk of bubble in Indian Equity markets (FE)

India stares at 10 Million job losses in May (BT)

PayTM to target $ 3 Billion IPO (BS)

Startup: Ather Energy (Forbes)

The real winner of the Fintech Bubble (New Constructs)

Interview with Stanley Druckenmiller ( Hustle )

What it takes to be a truly successful activist (Carl Icahn)

Three Arrows Capital: World’s largest Crypto holders (MSN)

Meet your next Angel Investor. They’re 19 (Wired)

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Links

Linkfest: 27 May, 2021

Some stuff I am reading today morning:

BPCL announces final dividend of Rs.58 per share (BS)

Over 60 SMEs to tap the IPO market (Rediff)

More promoters try to regain control of their bankrupt cos (MC)

Stock Talk: IDBI Bank (Forbes)

CLSA: 4 Consumer Stocks to buy (FE)

Don’t waste your time on PE (Abhishek Basumallick)

4 Lessons from the Crypto Crash (Common Sense)

How I misapplied my Trader mindset to investing (Moon Tower)

Shein: The TikTok of Ecommerce (Not Boring)

Thread on Aswath Damodaran’s wisdom (John Mihaljevic)

Categories
Links

Linkfest: 26 May, 2021

Some stuff I am reading today morning:

BPCL may sell stake in IGL, Petronet (BS)

RBI Governor’s diktat to private banks (Rediff)

Interview with HUL CFO Srinivas Phatak (CNBC)

Why Cred lacks credibility (Mumboy)

An Investors Guide to Shareholders Meetings in India ( CFA Society)

Inflation & Investing (Aswath Damodaran)

Should you invest in leveraged index funds? (Nick Maggiulli)

How Regulators killed hedge funds (Institutional Investor)

Interview with Private Equity Guru Scott Sperling (Barry Ritholtz)

The man who changed American energy forever (Yahoo)