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Linkfest: 19 April, 2021

Some stuff I am reading today morning:

Direct MSP transfers to farmers begin (IE)

China opens its borders to gold imports (CNBC)

10 Mutual Fund mistakes to avoid (Radhika Gupta)

Stock Talk: Asahi Songwon ( Bhavik Mehta)

The business of dating apps (BoB)

Have bear markets changed forever? (Irrelevant Investor)

Here’s when the bull markets end (Daily Reckoning)

SPAC wipeout & Chamath Palihapitiya (Yahoo)

29 Lessons I learned on life & investing (Kostas)

Beware graphs bearing outperformance ( Occam Investing)

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Links

Linkfest: 16 April, 2021

Some stuff I am reading today morning:

Why is Citibank exiting consumer business in India? (BT)

RBI releases names for ‘on tap’ bank licensing (MC)

2020 Letter to shareholders (Jeff Bezos)

The accelerating shift from public to private equity (Arpit Lahoty)

Debt MFs Vs FDs (FE)

On how Coinbase started (Brian Armstrong)

Initial comments to the Coinbase idea (Hacker News)

Time to sell? (JL Collins)

Shallow Risks Vs Deep Risks (Financial Bodyguard)

A few short stories (Morgan Housel)

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Links

Linkfest: 15 April, 2021

Some stuff I am reading today morning:

Infosys approves 9,200 Cr buyback (BS)

OFS in NFL, RCF (FE)

Word of caution on the Steel Cycle (Niteen S Dharmawat)

Stock Analysis: SOM Distilleries & Breweries (Dr Vijay Malik)

Common misunderstandings about reserve currencies (Michael Pettis)

Why startup valuations may be misleading (Arpit Lahoty)

Lessons from Mark Leonard (Santangel)

Tiger Global is playing a different game ( Everett Randle)

How people get rich now (Paul Graham)

Non-fungible Taylor Swift (Stratechery)

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Links

Linkfest: 14 April, 2021

Some stuff I am reading today morning:

15 Day Janata curfew in Maharashtra (TOI)

Monsoon likely to be normal this year (BS)

How Dr. Reddys became India’s third Covid vaccine maker (Forbes)

Why I quit trading ( Prashanth Krish )

Investing in non-linerarity (Ankush Agarwal)

Add Crypto to India Stack (Balaji Srinivasan)

Interview with John Schlifske (Barry Ritholtz)

Rappi: The $7B Meituan of Latin America (Nan Wang)

The most important rule in Investing (Compound)

You ever notice its the same people? (TRB)

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Links

Linkfest: 13 April, 2021

Wishing readers on the auspicious day of Gudi Padwa.

Some stuff I am reading today morning:

Blood bath on Dalal Street (BS)

Industry output contracts 3.6% in February (BT)

Case Study: Suven Pharma (Ankush Agarwal)

Can Crypto help close India’s SME financing gap? (iSpirt)

VC Firm : India Quotient (Forbes)

The main problem in using stocks for income investing (Aleph)

We Work: We Good Now? (Not Boring)

What sort of a business is investment banking? (Marc Rubinstein)

What we learnt in the last Quarter (Farrer Wealth)

Behind the rise & fall of an esteemed Value Shop (Morningstar)