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Linkfest: 09 August, 2021

Some stuff I am reading today morning:

4 IPOs to hit markets this week ( FE )

Future Group Entities months away from bankruptcy (Fortune)

SEBI halves lockin for pre-IPO shareholders (BS)

Home grown startups want direct overseas listing (BW)

Key things to know about different ITR forms (CNBC)

Understanding China’s recent moves in Capital Markets (Ray Dalio)

Shut Up and Wait (Safal Niveshak)

Only Cash can help you survive a Black Swan event (Klementon)

Ticking Bond Bomb (Katusa)

After Afterpay (Marc Rubinstein)

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Linkfest: 06 August, 2021

Some stuff I am reading today morning:

Govt to nullify retrospective tax demands (BS)

Can Vodafone Idea die to live? (Fortune)

Swiggy, Reliance BP Mobility tie up to electrify food delivery (TOI)

Sundaram Finance Holdings enhances stake in two cos (MC)

Chairman Naik’s comments at L&T AGM ( BS)

DCF in spirit, not letter (Anand Sridharan)

IMF warns against widespread Crypto adoption (FE)

Ethereum ‘hard fork’ has been activated (CNBC)

On Gray Technologies (Inter Fluidity)

Big Investors are divesting from Fossil Fuels (Morningstar)

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Linkfest: 05 August, 2021

Some stuff I am reading today morning:

Kumarmangalam Birla steps down as Chairman of Voda Idea (BSE)

The IPO deluge: Gold Rush or Fool’s Rush (BW)

The audacity of Prashant Jain ( OB )

Shriram Group to go for restructuring (MC)

Why Softbank rejigged its India strategy (Forbes)

SEC Chairman Gary Gensler’s stance on Crypto (Decrypt)

Updating the Spock market (Barry Ritholtz)

How often should you rebalance your portfolio? (Occam)

Everything is a DCF model (Michael Mauboussin)

The story of a Surgical Strike on Cash (Financial Eklavya)

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Linkfest: 04 August, 2021

Some stuff I am reading today morning:

Domestic investors propel Nifty past 16,000 (BS)

Zee’s Subhash Chandra clears 91% of debt (Mint)

Techno Funda: Trident (Rushabh Shah)

Sector Watch: India Gas (Benaam Niveshak)

IPO Watch: Devyani International (Aditya Kondawar)

Startup Unicorn: OfBusiness (Forbes)

Crypto & the US infrastructure Bill (A VC)

Power of equity for long term wealth creation (Stable Investor)

Metaverse (Stratechery)

Compounding Crazy (Not Boring)

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Links

Linkfest: 03 August, 2021

Some stuff I am reading today morning:

SEBI eases trading in InvITs & REITs (MC)

Birla offers to give up his stake in Vodafone Idea ( Rediff)

Small business suffer after banks shut current accounts (BS)

Policybazaar files IPO papers (FE)

Stock Talk: NALCO (Phoenix Capital)

Edtech gold rush goes on (Fortune)

4 Learnings from my journey (Neil Parikh)

The investment case for Ethereum (Vineyard Holdings)

Advertising stagflation (Ranjan Roy)

How much is Rule of Law worth to markets? (Barry Ritholtz)