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Linkfest: 11 August, 2021

Some stuff I am reading today morning:

Tata Sons to make semiconductors (MC)

Reliance forays into energy storage business (BS)

Red tape delaying disinvestment plans (Fortune)

Nykaa leading the charge of D2C brands (CNBC)

Has the NFT bubble already burst? (Forbes)

How did the PolyNetwork hacker steal $ 600 Million? (Decrypt)

The Rushmore Yardstick (Anand Sridharan)

Optionality of Cash (Ankush Agarwal)

How Apollo created a new private asset class (Institutional Investor)

Marrying your equal is better than marrying rich (Financial Samurai)

Categories
Links

Linkfest: 10 August, 2021

Some stuff I am reading today morning:

Indian banks have a plan to save Vodafone (Rediff)

Glenmark Life falls below IPO price (BS)

On the IPO markets in India (Equirus)

NSE IFSC to introduce trading in US stocks (MC)

Startup: Naagin (Forbes)

Status Monkeys (Not Boring)

A World is awash in Capital (Barry Ritholtz)

Magic Beans (TRB)

Other People’s mistakes (Morgan Housel)

The end of the office (Seth Godin)

Categories
Links

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)

Categories
Links

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)

Categories
Links

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)